🔔 **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
@Nonprofit and Education MindShare
We need to be able to filter all Payments made in the calendar year on all Donations for our Accounts, and show the charitable amount separately from the non-charitable amount. The problem that we are having is that we can filter the Payments by the Calendar year that they were paid but cannot filter the Donations by whether a Payment was made this calendar year. We could limit the reporting to the Payment object, but the barrier there is that our charitable/non-charitable amounts at recorded at the Donation level.
The only strategy that I've envisioned so far is to change our workflow to capture charitable/non-charitable amounts at the payment level, but this carries its own barriers (as we don't receive that information for payments on pledges), and would not help us for the past CY.
@Andrew Salpas besides reports themselves, you may be able to create rollup fields on the Account using #Customizable Rollups. By default you can't filter the Payment filter to only include Payments where the Paid Date is "LAST YEAR", as the field requires a specific date, however there are some workarounds that might work. For example, take a look at how a formula field was used in this recipe to achieve a rolling date rollup. Hope that helps!
Confirm that it worked fine to edit. didn't try adding but assume that should work too!
Nonprofit Success Pack version 3.159 will be pushed to sandbox orgs tonight. It will be pushed to production orgs on July 30. Please check your sandbox orgs and report any issues. Full release details are available at https://github.com/SalesforceFoundation/Cumulus/releases/tag/rel%2F3.159
Changes
Telemetry Enhancements
Issues Closed
#4346: Enabling Customizable Rollups the first time does not fully enable the feature
#4306: Health Check: Incorrect Report and language referenced in Error Alert
Community Idea Delivered
Add method to update an item in the DMLWrapper collection
@Michael Smith @Cori O'Brien Running on production with 3.159, I just received an error "Saving the Rollup has timed out. Please see the Customizable Rollups documentation for more information." Note, this occurred when changing the filter, not create a new rolloup. I can resolve via metadata or other means but want you to be aware that the fix may not cover rollup edits. Where should I report this?
Hi - I'm sharing this here, just in case anyone else besides myself is wondering....
I was reviewing the most recent release announcement for NPSP (find it here), where there is a mention about Customizable Rollups. I'm currently working through editing the rollups that come with the NPSP package to split out the Individual type from non-Individual for Contact and Account records. It made me wonder if any release updates that are pushed out would reset my filter groups back to the defaults.
Thanks to @Judi Sohn for her prompt response assuring me that "an update will never touch or overwrite your filter groups or rollups. 😃 The only way to revert them is if *you* click the option to revert to factory settings."
#TheMoreYouKnow #Customizable Rollups
Hello,
We have a requirement to keep track of both individual clients and organization clients. I am not sure which account model to use. Also in case I choose one to one model, will I be able to create organization accounts and vice versa.
@Neha Dabas here is the documentation on the different NPSP Account Models if you haven't seen it yet. We do recommend the Household Model, which is the default in the NPSP Trial experience. Note that having the Household Model enabled is a requisite for some of the more popular new tools that have come out in the NPSP lately, such as #Customizable Rollups and #Batch Gift Entry, which may make the decision a bit easier.
@Salesforce.org System Administrators may have further advice for you.
Hi, all. My org is pretty new to Salesforce, but it's been great so far!
Right now I could use some help with building a report that will show all of our donors who have given at least one gift each year for the last five years.
I've got as far as creating a Contacts & Accounts report with Show Me: All Accounts, Created Date: All Time, and Total Number of Gifts greater/equal to 5.
Now I'm a little lost how to proceed from here; what's the best way to specify that there must be at least one gift per year, and that this must be the case for at least the last 5 years?
Thanks, everyone!
(Details that may be useful: my org has the NPSP and I am working in Lightning Interface; I am a Salesforce Admin.)
Good news @Erica McDonald This is baked in to the #Customizable Rollups feature in NPSP. Learn more about it here: https://powerofus.force.com/s/article/NPSP-Create-Customizable-Rollup
You'd simply create a Filter Group for the data, and then a Rollup to return to a custom field based on a 'Donor Streak' operation. The documentation will explain how to set it up.
Feel free to post again if you have any questions.
I am working on developing some new rollups around Contact Hard credit using customizable rollups (in a partial sandbox with existing opportunity data).
I am noticing that when I run the batch job for the rollups from the NPSP Settings/Rollup Donations Batch not all Contact records are being updated with the new roll up value. The field remains blank on a large number of Contact records.
If I use the Recalculate Rollups button on Contact for one of these records, it does update the value. Similarly, if I add a new opportunity to a Contact the numbers get updated.
I checked that there are no errors in the Apex Jobs when running the batch job, and we're NOT using incremental mode.
Is this a known issue? How can we trigger the update of new roll up fields on existing records reliably?
Ok great. Partial Sandbox can be tricky to test in for this very reason. Glad you found that error though!
2 roll-up questions:
1) Why does contact creation screen in NPSP have the roll-up donation/soft credit fields. Do values entered there override the auto-calculate roll-ups that would otherwise appear there?
2) Are donation roll-ups supposed to include membership figures? How would I remove the membership values from the tally?
thanks
@Dave Robinson actually it's quite the opposite with Customizable Rollups! We've built in a tool that auto-converts all of your existing NPSP default and User Defined Rollups over to Customizable Rollups so you don't have to recreate them or fuss with them. The only work you may need to to is to ensure that the "Primary Contact" field on the Opportunity is populated as that's how Hard Credit is calculated when you turn them on (rather than by reading the Primary checkbox Opportunity Contact Role).
Any Membership type Opty should have their values roll up to their respective Membership totals, as well as be included in the overall donation amounts. You can exclude them via the NPSP Settings Donations -> Donor Statistics, however it's all or nothing. One of the major benefits of switching to Customizable Rollups is that each individual rollup (either default with NPSP or a custom one you create) gets a filter that is defaulted when you turn them on, but you can edit as you see fit.
https://powerofus.force.com/s/article/NPSP-Opportunity-Donation-Rollups-Overview
