Salesforce Nonprofit Cloud Consultant Nonprofit-Cloud-Consultant Question # 21 Topic 3 Discussion

When an international nonprofit organization adds a translated relationship picklist value, and the reciprocal relationship record is not displaying correctly, it is typically due to the system administrator not adding the reciprocal relationship value in the NPSP Settings tab.

Steps:

Log in to Salesforce: Access the Salesforce org with NPSP installed.

Navigate to NPSP Settings: Go to the App Launcher, search for "NPSP Settings", and select it.

Find Relationship Settings: In the NPSP Settings, expand "People" and then "Relationships".

Add Reciprocal Relationship:

Click "Reciprocal Method Settings".

Ensure that the new reciprocal relationship values are added and correctly configured.

Check both the primary and reciprocal relationship values to ensure they are set correctly.

Save and Test: Save the settings and test to confirm that the reciprocal relationships display correctly.

References:

CertGod Nonprofit Cloud Consultant Guide