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Samuel Ackerman ha fatto una domanda in #NPSP

I'm the admin for an NPSP org. I set up a NPSP recurring donation with the owner as Unger (not myself) I would expect that all installments would be owned by him. They aren't I always have to go in and change it manually. This is frustrating since I also do fundraising and when it comes to who owns which donations it can get confusing. 

#NPSP #Salesforce Admin #Recurring Donation

1 risposta
  1. 19 gen 2025, 23:46

    please check the link; 

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007epuGGSAY

     

     Check for any workflow rules, process builders, or triggers that might be overriding ownership. Verify the "Assign Ownership of Recurring Donations" setting in your NPSP configuration. Ensure Unger has the correct permissions for owning installments. If the issue persists, check for any data migration issues or consider automating the process with a flow or trigger. Also, confirm you’re using the latest NPSP version, as it could be a bug. 

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