Disabling native NPSP GAU Allocations

The Nonprofit Success Pack version 3 includes some native functionality for allocating funds. This functionality directly competes with the KELL Fund Allocations Smartpack and should be disabled. For more information on whether or not to use the native NPSP functionality or the KELL Smartpack, see Should I use native NPSP GAUs and Allocations or the KELL Fund Allocations Smartpack? (forthcoming)

Turn on the new Enhanced Profile User Interface if using Salesforce Classic

This step is optional, but screenshots in the rest of this article may not look like your screen if you are using the older profile interface.

The Enhanced Profile User Interface is turned on by default in Lightning

This will make it easier to make sure you are editing the correct objects.

In Setup > Customize, click on User Interface

Make sure Enable Enhanced Profile User Interface is checked. Click Save.

Edit Profiles

You will need to repeat these steps for every profile that is in use by your organization.

Standard profiles, like the System Adminstrator profile, cannot be edited.  System Administrators will be able to see and edit GAUs and the NPSP Allocations object but can remove the tab from their apps and page layouts to help prevent confusion.

While still in the Setup menu, select Users > Profiles

(Manage Users > Profiles in Salesforce classic)

Remove access to NPSP objects

Update the General Accounting Units object settings

Disable access to the object in the Object Permissions section. Field level permissions on the object are irrelevant if Object level permissions are disabled.

Update the GAU Allocations object settings

Repeat the steps for General Accounting Units above and disable Object Permissions for this object.

This is the NPSP GAU Allocations Object

Configure NPSP Settings

Under the NPSP Settings tab, select Donations > GAU Allocations

Configure NPSP Settings

Make sure Default Allocations Enabled is unchecked and there is nothing selected as the Default General Accounting Unit, as shown.