Nonprofit Success Pack

Our Philanthropy team are seeking a solution for capturing and recording engagements with donors (meetings, events, etc) to be viewed alongside Opportunities and households.  

The team have found that tasks and activities are not achieving this, and speaking with Salesforce they recommend building a custom object to mimic an object only available in Non Profit Cloud.  

Before we proceed with investigation into this, it would be great to connect with other NPSP users who have a similar business requirement who may have implemented something like this. Do you have any recommendations for how to achieve this?  

Thank you

We have contacts that are grant writers in SF that have multiple affiliations with NPO's. The issue is that the contact has created a portal account for each org to submit a grant application using emails associated with each NPO. We are unable to merge the contacts without disabling the portal access. What are other NPO's that have grant programs doing to manage these duplicate records?  

I've seen posts that recommend making the duplicated records members of the household, is this the best way to handle this issue without losing the grant writer's history for portal access?

For the past 6 weeks or so I've been getting nightly head size errors for the NPSP rollup above. I have reduced the batch size several times with no effect. 

Searching this site and elsewhere on the internet has not yielded a solution. Maybe this problem will go away in Winter '27 when heap sizes are increased, but I want to know why it is happening and if there  is anything I can do to address it

Receive this message when trying to do so:  

We'd like to turn on the setting to use SLDS 2 for pages that include <apex:slds> when an SLDS 2 theme is active in User Interface in order to take advantage of dark mode and SLDS 2 for our custom Visualforce pages. 

However, when we do so, some of our managed package Visualforce pages have significantly degraded appearance. This includes Salesforce's Nonprofit Success Pack Contact Merge page in particular.  

Is there a way to enable SLDS 2 on particular Visualforce pages (the ones we have control over) and leave SLDS 1 for the managed package ones that we can't update (and may not be able to get Salesforce to update)? It looks like there is a way to force <apex:slds> to use SLDS 1, but that doesn't really help us as we can't edit the managed packaged pages where that would be necessary. 

I can try opening a Salesforce support case, but since they started replacing everything with AI, it's been much more difficult to get a decent response. I suspect the answer will be to create an Idea, which will then languish for years or just be closed (which doesn't really help solve our problem).  

We currently create our donor research profiles in Word and attach them as Files to Account records. The profile contains Contact info (name, email, phone, mailing address), some giving history, and data from external sources. We would like to transition this to Salesforce. My preliminary idea is a custom object with fields for data that doesn't already live somewhere else, then some sort of mail merge tool (we have Apsona) that merges it all together in one document. Has anyone built anything like this,or used a third party tool they recommend?  

We are on NPSP with no immediate plans to move to NPC.

Hi all,

Wondering if anyone uses Formstack to/from Salesforce. We have a weird issue arising. We have a Youth consent form for parents to sign for youth taking classes. They need to sign this at least twice a year if they are taking additional classes in a different month. We have it set up to pull the data from the record into the form if they have completed it before - totally fine.

We did not have it set up previously to update the submitted date on the contact record. Now I have that box checked on JUST that field. The checkbox is "Update existing Salesforce record matching this field value:"

I haven't hit this button on any other field so that we don't have blanks erasing previously provided information.

We now have an issue popping up where the birthdate is then changed to blank when the new form is submitted. It is not a required field and I do not have the box checked to update the field upon resubmission. The weird thing is that when I see a record where the birthdate was removed, I go to the form submission and the birthdate is there pre-filled in the form.

Any thoughts? I'm hoping the checkbox update for just the date field isn't causing the issue here. I'm going to reach out to formstack support to, but wanted to check in and see if anyone has run into this issue before.

How to delete NPSP Data Import records before the final Import?

Ran NPSP Data Import and found some blank data was imported. The next day, deleted the records and checked from "All" that the records were deleted. Ran NPSP Data Import ensure the correct number of records were import. When trying to take the next step of Data Import, no records were found. 

Ran NPSP Data Import records and all the records were found but not available for Importing.

Can all the 2 days of records be completely deleted and start a new import?

@Fundraising

@Nonprofit Success Pack

@Salesforce.org System Administrators

Has anyone else come across the issue where the user role is now required? My org doesn't really use them except in specific circumstances for our Development officers (my previous org didn't use them at all so I know I'm not alone in this). I noticed in August when I was reactivating a user with a standard license and was forced to pick something. It did the same thing when I created a new user (also with a standard license) as well. It defaults to the first choice on the list if you have any roles created, and I can't select none.  

I asked SF Support when I couldn't find any documentation on it. They thought it might have been a setting I turned on, but were surprised when they opened their own demo org and saw that it was required for them too. They told me this morning that they were asking some higher ups about it. 

I've attached screenshots of my account where you can see that when my account was created, a role was not selected but if I were to edit it, it defaults to the first choice on the list and is required.