#Customizable Rollups0 diskutieren mit

It appears that (at least some) non-Membership RT Donations are rolling up to Accounts (possibly due to enabling Customizable Rollups, but I can't be 100% sure this wasn't happening beforehand). When looking at the filter group for Memberships: Won, the description says:

"Won Membership Opportunities used for all Membership Rollups. Record Types as defined in legacy NPSP Membership Settings."

I'm not sure what legacy NPSP Membership Settings are unless it's Custom Settings, in which case I can confirm that Membership Record Type Names is still set to "Membership" and doesn't appear possible to change.

My question has a couple of parts:

1. How do I find legacy NPSP Membership Settings if that is indeed where I should define the Membership RT for membership rollups and it's something other than that Custom Setting?

2. If that's not where to set Membership criteria, where do I do so? I could add a criteria for the Memberships: Won filter group using RT ID but that seems like it must be wrong...

3. The only other thing I can think of is that the Donation was created as a Membership, and then the Record Type was changed via Process Builder to a Donation, and this is the root of the problem... however, shouldn't the scheduled rollups overwrite Membership rollup date values with a null value when it runs each night if an Account has only one Donation RT Opportunity and no Membership Opportunities?

Thanks for any suggestions!

I can't find any documentation on this, but contact soft credits (via Opportunity Contact Role > Account) rollups do not appear to consistently fire in real-time. Hard credits are running as expected as soon as the gift is closed. If I force rollups to recalculate by using the button on Accounts I can get the soft credit rollup to run, but I would have expected this to function the same as hard credits (triggered as soon as filter criteria are met aka Opportunity closes).

I'm curious if this is a bug or whether some types of rollups only run as scheduled jobs. If the former, I'll open a Case. If the latter, I'll revamp a bit of automation logic that checks giving totals when an Opp is closed in order to determine how acknowledgments are handled.

Thanks for any insight the community has to share!

#Customizable Rollups

Hello, we've been using NPSP and recurring donations, and faced "unable to obtain exclusive access" errors when we import opportunities from feeding donation information by e-mail (mailservice of salesforce) and custome Apex code related to this.

The number of opportunities we've imported is 100-300, and 5-25 of these are failed with this error.

From this error message, I assume some of apex jobs or trigger flows which is triggerd by this import might lock the records of Account, Contact or RecurringDonation and this made the fail of import.

Does anyone have possible solution for our situation such as changing batch job size or something else?

I don't know this is related to our error directoly but whe I checked Apex job history, following two jobs are created and the number of process are more than 100 when we execute import opportunity.

CRLP_RollupQueueable

RD2_QueueableService

#Nonprofit Success Pack #Enhanced Recurring Donations

Our organization recently made a change to a NPSP customizable rollup filter group, "Opps: Won (HC) Excl RecTypes."  We want to exclude a record type that was being included in the calculation of dozens of donation related roll-ups.  If I run recalculate roll-ups under one contact, they update correctly.  All good so far...

The problem is that we need to force a mass recalculation of the dozens of donation rollups for the thousands of contact/accounts that have any opportunities of the now-excluded record type.  I've searched all over and can't find a way to trigger those roll-up recalculations in bulk.  I tried making minor edits to a contact record and its contacts hoping that update would trigger the recalculation, but to my surprise it did not.

I appreciate any help you can provide to trigger bulk recalculation of NPSP rollups.

#NPSP #Roll-up #Customizable Rollups #Force Mass Recalculation

Use case:

Rollup to set membership start date at the Account level based on Account (Contact Soft Credit)-Type Rollups that include both 'Donor' and 'Gift Membership Recipient' using a Filter Group.

Expected behavior:

Opportunities will roll up to the Account of any related Opportunity Contact Roles if the Filter Group criteria is met.

Observed behavior:

If a Contact Role is marked 'Primary' (regardless of the Role) AND the gift is related to Household record type Account, gifts are excluded from the rollup calculation.  If I uncheck 'primary' on the Donor role, it is then included; and if I check 'primary' on a Gift Membership Recipient role, it is then excluded. If related to an Organization RT Account, a 'primary' role does not appear to impact the rollup.

My guess is that this was an intentional way to ensure hard credits were not accidentally included in soft credit rollups, but it doesn't appear to be documented anywhere and prevents using a single rollup for the use case described above. Easy workaround = separate rollups for HC vs SC—fine—but system behavior is not aligned with the expected result.

Can anyone confirm whether this is intentional (but undocumented?) NPSP behavior, or if unintentional whether it might be evaluated for a 'fix' to align automation with how filter groups are specified?

#Customizable Rollups

Board members who own businesses that make annual donations. I want those donations to roll up to the contact record as a hard credit for the donor to be included in their "Give" for the year.

I was able to do this with soft credits easily enough but can't get there with the hard credits because their is not an option for HC(Contact Roles) when creating the roll up.

#Customizable Rollups​ 

¡Recuerden que mañana tenemos Webinar!

🔔 **Webinario en español sobre #Npsp​ ​ ** 🔔 Martes 17/11 a la 9 AM México | 12 PM Argentina.

En Julio hicimos un tour por la Configuración del NPSP (pueden verlo aquí) , ahora vamos a ver dos herramientas súper útiles del #Npsp​ : Importador de datos #NPSP Data Import​  y campos personalizado de resumen #Customizable Rollups​ .

¡Te esperamos!

Reservar lugar aquí 👉  https://us02web.zoom.us/webinar/register/1515952862464/WN_7Dva5arzQ7y4HkzxDV_exg

@Elena Inurrategui (Tribo)​ 

@LATAM Office Hours​ 

@MindShare: Blogs, Webinars, Podcasts etc​ 

us02web.zoom.us

🔔 **Webinario en español sobre #Npsp​  ** 🔔 Martes 17/11 a la 9 AM México | 12 PM Argentina.

En Julio hicimos un tour por la Configuración del NPSP (pueden verlo aquí) , ahora vamos a ver dos herramientas súper útiles del #Npsp​ : Importador de datos #Data Import​  y campos personalizado de resumen #Customizable Rollups​ .

¡Te esperamos!

Reservar lugar aquí 👉  https://us02web.zoom.us/webinar/register/1515952862464/WN_7Dva5arzQ7y4HkzxDV_exg

@Elena Iñurrategui​ 

@LATAM Office Hours​ 

@Nonprofit and Education MindShare​ 

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