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Nonprofit Success Pack

The Nonprofit Success Pack (NPSP) is a series of managed packages, installed on top of Salesforce Enterprise Edition. The 6 packages of the NPSP make it easier for you to use Salesforce to manage the core relationships between individual donors, their households, and the companies they work for. Use this group for questions and discussion about the Nonprofit Success Pack.

Hi Experts, 

 We have a requirement to display the total donation amount on the top-level parent account, which includes both the parent's own donations and the donations from all child accounts

under it. This should work even if the account hierarchy has multiple levels.  

 

  • We're currently using the out-of-the-box NPSP rollup field 'Total Gifts', but it seems to only consider direct relationships, and we're unsure if it supports deep (multi-level) rollups across the entire account hierarchy. 

Example Scenario: 

  • Parent Account 1 – Donation: 10
  • Child 1 (child of Parent 1) – Donation: 20
  • Child 2 (child of Child 1) – Donation: 30
  • Child 3 (child of Child 2) – Donation: 40

 

Expected Outcome: 

 

  • Parent 1 should display a total of 100 (10 + 20 + 30 + 40)
  • Child 1 should display 90 (20 + 30 + 40)
  • Child 2 should display 70 (30 + 40)
  • Child 3 should display 40

 Can this be handled using Salesforce Reports?

 

Please guide me to find the best solution to implement this use case.  

 

@Nonprofit Hub @Nonprofit Cloud @Nonprofit Release Readiness @Fundraising @Salesforce.org System Administrators @Salesforce Administrators & Developers @Salesforce.org System Administrators

4 risposte
  1. Ieri, 04:37
    The NPSP Queen has spoken 

    Yes, indeed 😊 

     

    @Manjula Rajaram

     

    I have successfully built a solution using DLRS. 

     

    The challenge is that DLRS will sum the child's values, but not the child + parent values.  At each level in the hierarchy, you need to add together the children plus the parent, giving you something similar to Campaign's Value Opportunities in Hierarchy.  The next parent up (when the hierarchy is three or more levels deep) needs to count this total, otherwise it will just get the totals from its own children and not its grandchildren. 

     

    To make it work with DLRS, you need two DLRS rollup definitions:  one for the child values and one for the child + parent values. 

     

    Here's how I did it (I used Total Gifts, which is the dollar amount of donations attributed directly to an account):

    1. Create two currency fields on Account for DLRS to populate:
      • Total Gifts Rollup (sum of Total Gifts of each child account)
      • Total Gifts in Hierarchy Rollup (sum of formula field below)
    2. Create two formula fields on Account:
      • Total Gifts + Children (Total Gifts + Total Gifts Rollup)
      • Grand Total Gifts in Hierarchy (Total Gifts + Total Gifts in Hierarchy Rollup)
    3. Create two DLRS rollup definitions:
      • Account: Total Gifts Rollup
        • Parent Object: Account
        • Child Object: Account
        • Relationship Field: Parent Account
        • Field to Aggregate: Total Gifts
        • Aggregate Operation: Sum
        • Aggregate Result Field: Total Gifts Rollup
      • Account: Total Gifts in Hierarchy Rollup
        •  Parent Object: Account
        • Child Object: Account
        • Relationship Field: Parent Account
        • Field to Aggregate:  Total Gifts + Children 
        • Aggregate Operation: Sum
        • Aggregate Result Field: Total Gifts in Hierarchy Rollup
    4.  Save, deploy and active the DLRS rollups then run a full calculate for each.  Also schedule a full rollup daily.

    You can probably come up with better field names, but the basic mechanism is there.  You'll have to do all the above steps for EACH rollup field you want to calculate for the full hierarchy.  Also note that "Hierarchy" in this context means "this Account and its child Accounts", not the full hierarchy going all the way from top to bottom. 

     

    I'm sure you could also do this with a record-triggered flow, triggering whenever Total Gifts changes, however, you would probably also want to create a one-off scheduled flow to retrofit all existing records.

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Install Nonprofit Success Pack 3.233: Could not process MDAPI response: Update of InstalledPackage npsp: Error: ApexClass Dependent class is invalid and needs recompilation: Class npsp.Households : Dependent class is invalid and needs recompilation: Class npsp.RLLP_OppRollup : Dependent class is invalid and needs recompilation: Class npsp.RLLP_OppAccRollup_BATCH : Dependent class is invalid and needs recompilation: Class npsp.CRLP_RollupBatch_SVC : Dependent class is invalid and needs recompilation: Class npsp.CRLP_Account_AccSoftCredit_BATCH : Dependent class is invalid and needs recompilation: Class npsp.CRLP_Batch_Base_NonSkew : Dependent class is invalid and needs recompilation: Class npsp.CRLP_ApiService : Dependent class is invalid and needs recompilation: Class npsp.CRLP_EnablementService : Dependent class is invalid and needs recompil

2 risposte
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NPSP Day Chicago - Wednesday, May 14

 

NPSP Day is heading back to Chicago in 2025! Join us in May!

 

Hosted by Soapbox Engage and Idlewild Partners, this day-long event designed specifically for the Salesforce nonprofit community. It’s a unique opportunity to: 

 

  • Get hands-on training and experience with the Nonprofit Success Pack (NPSP)
  • Connect with fellow nonprofit professionals
  • Share and gain insights to elevate your use of Salesforce

We’d love for you to be part of the experience! Register today!

 

Questions? Don't hesitate to ask! 

3 commenti
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Since Chatter is phasing out, my organization is looking for a tool to share notes and tag colleagues in Salesforce records. What alternatives have you implemented for this use case?

For those using Slack with Salesforce, which Slack package (Pro, Business+, or Enterprise Grid) did you choose?

Thanks in advance! 

 

1 risposta
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Stumped on this one. We are using NPSP in the one-to-one model. I recently added a custom button to the page layout under the "Salesforce Mobile and Lightning Experience Actions" section at the top of the page layout screen for leads. This required me to click the link that over-rides the default settings. However, I am noticing that there is no Convert button available to add to that list. So now I have my custom button but have lost the ability to convert the lead. I cloned a new page layout just to verify and confirmed that the Convert button is on the screen until I choose to customize the available buttons. When I look under the custom buttons and links I can see the Convert button that refers to the Visual force over-ride that comes with NPSP. Not sure what to do here as we are looking to use that custom button and obviously need to be able to convert leads. Any ideas? Am I missing something obvious?

@Nonprofit Success Pack@Salesforce.org System Administrators
1 risposta
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My client is also using Cicero to validate addresses and get legislative district info (which populates in the address object connected to the organization). The default address is connected to the billing address but, in this case, many of the billing addresses are PO Boxes. They need the default address to be the shipping address in some cases but when I create an address record and mark it as default, it overwrites the billing address. It looks like you can overcome this issue in households by using the "address override" checkbox. But, given that is in the contact record, what would one do for organizations? Is there a way to modify the workflow that automatically changes the billing address (based on an update to the default address)?

@Nonprofit Success Pack@Salesforce.org System Administrators
4 risposte
  1. 2 apr, 18:16

    We have the same need. I am going to try swapping labels for data going forward to retain the automation but still comply with how we structure data.

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Hi all, non System Admin users in an Org get the Standard SF Lead Conversion page instead of the NPSP Lead Conversion page. I don't see any obvious permission sets or even permissions for the NPSP Lead Conversion when I compare profiles, and I don't see anything in the NPSP Documentation. Perhaps I missed it.  

 

What controls who gets to use the NPSP Lead Conversion page? Thanks!

2 risposte
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I'm curious to know if any nonprofit organizations are using the Stripe integration with Salesforce, specifically in relation to managing household, contact, and donation data. I’m interested in learning more about how the connector/integration functions and its capabilities, such as:

  • Does the integration drop data directly into Salesforce objects (e.g., Household, Contact, Opportunities) or does it include matching functionality to prevent duplicate records from being created?
  • Can it handle both one-time donations (into Opportunities and Payment objects) and recurring donations, including ongoing payments for recurring donors?
  • How does the integration work with the Salesforce Nonprofit Success Pack (NPSP)? Were there any challenges or complexities during the setup process?
  • Any tips or best practices for configuring the integration smoothly?

If you’ve worked with this integration, I’d love to hear your insights, especially any lessons learned regarding setup, ongoing maintenance, and how it integrates with NPSP.

4 risposte
  1. 31 mar, 20:02
    Stripe has a very extensive library of Apex Classes designed to parse out the data into Apex objects that can be used in flow or Apex. I have done some pretty complex operations with the data just using flow. Stripe also provides methods for calling back to stripe for more information, when needed. These can also be used from flow. It’s a nice API!
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Vol Hr records not showing up in volunteers personal web site so they can enter hours - just started late Feb 2025  - only for certain jobs is this happening -- volunteers are getting the email reminding them to do the job but  hours record is not showing up on their personal volunteer web site for them to enter hours .  Has anyone else seen this recently ?  if so - what was the solution.   thanks in advance  

 

There is an old post from 2020 that appears to be the same issue. I currently have a current case open for 3 days Case #470101203.  So this issue still has an unknown solution at this point.   Only appears to affect Wed jobs and can see nothing different between the Wed jobs that are performing as expected from the ones where the job is not showing to be able to report hours against it.   

  

 @Nonprofit Success Pack

 

@Salesforce.org System Administrators

 

Hub Automation User

Feb 25, 2020, 1:35 AM

 

@Salesforce.org System Administrators@Nonprofit Success Pack

1 risposta
  1. 29 mar, 02:34

    Here is the answer from Salesforce Support  

    The behavior we are seeing is expected and system limit to fetcg records. 

      

     Reference: GitHub Issue - Volunteers for Salesforce 

     

    https://github.com/SalesforceFoundation/Volunteers-for-Salesforce/issues/485

     

      

     To break it down, in your org, if there are multiple active jobs, some volunteer jobs may not display on the Report Hours Personal Site Page. Specifically, in your case, the system has 1,049 active volunteer jobs. 

      

     When accessing report hours page, the system retrieves the first 999 jobs present in the system. After that, it filters the records based on the contact ID. Since your org has 1,049 volunteer jobs, the system is pulling only 999 records, causing some jobs (such as the Wednesday job) not to appear as expected. 

      

     To resolve this, we recommend limiting the jobs or campaigns that are no longer in use. This can be done by marking the non-working campaign or jobs as inactive. 

      

     Once this is done, you should be able to view all the expected jobs, also as mentioned above the same instance occurred in your org back in 2020 when Katie reported this issue, at that time the active jobs present in the org were 1,111, following which they reviewed and marked the inactive box on some currently unused jobs to get the number below 999. 

      

     

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Hi, 

 

I need to report on rollups across different objects.  Is this possible in the NPSP or would I need an app to do this?  Please see attached.  Thanks. 

 

Best, 

Sandra

8 risposte
  1. 27 mar, 20:56

    @Sandra Peterson

    "I would like to have rollups for first, last, largest dates and amounts with general accounting units included for payments" is not possible out of the box with NPSP. You can have rollups on Account for first, last, largest dates and amounts from Payments > Account. However, you can't also filter for General Accounting Unit here. 

     

    See

    https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_a_filter_group.htm&type=5

     

     

     

     

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