Run the NPSP Health Check in Your Org
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how the NPSP Health Check can help maintain your org.
- Run an NPSP Health Check.
Salesforce for Nonprofits includes both integrated platform solutions and managed packages. This badge covers Nonprofit Success Pack, a managed package. To learn about other Salesforce for Nonprofits solutions, see Salesforce for Nonprofits Basics.
Caring for Your Salesforce Org
Your Salesforce org is a living thing. It’s always growing and changing as your users add data and you work to streamline processes and features.
And, like any living thing, your org requires care and attention.
In this module, we’ll review how to check the health of your org, prepare for major releases, use sandboxes to train and make changes, and contribute to the Nonprofit Success Pack (NPSP) community.
Let’s get started!
Run NPSP Health Check
As with your own health, your Salesforce org benefits from a regular check-up.
Fortunately, there’s NPSP Health Check, a tool that scans your org for data and configuration inconsistencies and errors and reports back with descriptions of what seems to be wrong.
We recommend running a Health Check after any major data imports or updates—and, outside of those events, you should run a Health Check at least one time each quarter.
Let’s follow along as Gorav Patel, admin at the nonprofit No More Homelessness (NMH), runs a quarterly Health Check on his org and looks for problems in NMH’s record data.
- Find and select NPSP Settings tab in the App Launcher (
). It will take a few seconds to load.
- On the NPSP Settings page, click System Tools and then Health Check.
- Select Disable Record Data Health Checks if you want to ignore records and look only at NPSP configuration. Because Gorav is looking for record data problems, he leaves this unselected.
- Click Run Health Check.
The Health Check runs in real time and results are returned on the same page. If there are errors listed in your Health Check report, there'll also be recommended actions to help you fix them.
NPSP Health Check Found Errors—Now What?
Gorav reviews his error list and gets to work. One error is for two opportunities that both have more than one primary opportunity contact role, which can cause opportunity rollups—like Total Gifts—to be incorrectly calculated.
If you need help understanding or fixing an error, we recommend searching in or asking a question in the Nonprofit Success Pack group in the Trailblazer Community.
Let’s follow along as Gorav fixes the error, starting with finding the records at issue through the NPSP Health Check report.
- Click the Reports tab.
- Select All Folders and then select NPSP Health Check in the report list.
- Select the Opportunities with Primary Contact Roles report. The report is limited to opportunities with a close date in the last 90 days by default. Adjust the date filter as needed.
- Click the menu dropdown (
) in the Opportunity ID column. Then click Sort By… and Sum of Primary to sort by that column so that opportunities with more than one contact role will appear at the top of the table.
- To get to each opportunity, select to show Detail Rows at the bottom of the report, then click the Opportunity Name in the column that appears.
- Go to the contact roles related list to see a listing of all the roles marked as primary.
- Edit or delete each extra role until you're left with a single contact role marked as primary.
Gorav can also use the Remove Duplicate Primary OCRs tool in Bulk Data Processes in NPSP Settings to fix more errors at one time. In this case, though, he can correct the errors manually in just a few minutes.
He also fixes the other issues on his list and runs Health Check again. This time there are no errors.
Running Health Check and fixing errors is helpful to find symptoms of a problem, but always work to diagnose the root cause of the errors. In some cases, errors can be caused by a data integration that needs to be modified. In other cases, users are entering data incorrectly, pointing to a need for additional training.
Also, NPSP Health Check focuses only on NPSP. There are many other tools to check the health of your entire Salesforce org. See the Essential Habits for Salesforce Admins badge for more important tasks and skills to keep your org in tip-top shape.
Speaking of admin habits, you explore another in the next unit: preparing for releases.