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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.

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).  

 

@Nonprofit Success Pack @Design Trailblazers

1 件の回答
  1. 9月16日 21:21

    Hi , 

     

     

    Unfortunately, I don't believe Salesforce currently provides a way to selectively enable SLDS 2 for some Visualforce pages while forcing managed-package Visualforce pages to remain on SLDS 1. If a managed package page such as NPSP Contact Merge is broken by SLDS 2, this is likely an issue that must be addressed by the package provider or Salesforce itself.

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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.

@Nonprofit Success Pack #Nonprofit Success Pack

12 件の回答
  1. 9月15日 12:20

    A custom object sounds like a great approach here. I have seen organisations struggle when donor research ends up scattered across Word documents. Moving that information into a structured Salesforce object can make reporting much easier. You could use a rich text field for the narrative sections while keeping key research details in dedicated fields. External data merging may still require a separate tool, but native Salesforce fields will give you a much stronger foundation. This sort of strategy usually pays off in the long term.

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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.

4 件の回答
  1. 9月13日 13:17

    We kept the form side separate and used Skyvia for the Salesforce update, with only the fields we actually wanted mapped for update. That gave us a lot more control than letting the form integration write back to the whole record.

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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

4 件の回答
  1. 9月9日 9:37

    This was the solution that worked for me.  I had two thousand records needed to delete after I discovered a mistake in the data I was going to import.  I created a report on the NPSP Date Import object to include the records I wanted to delete.  Make sure you include the Salesforce Record ID, the Import ID will not work.  With Salesforce Record ID  in hand I used Dataloader to delete the import records,

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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. 

 

@* Salesforce Administrators * @Nonprofit Success Pack @Admin Addicts

3 件の回答
  1. 9月8日 13:34

    I've run into a similar issue. We also do not utilize roles. I had a non-sys admin who was responsible for creating new user records, and he had permissions via the manage internal users permission. I forget when it started, one day he could no longer save new records. He could still edit existing ones. I am pretty sure it is also related to roles. He did not have the 'not specified' option that I see as an admin.  Nothing we tried restored his ability to create new user records, but we did not bother calling Salesforce for it, maybe we should have?  I created a screen flow that he now uses to create new user records.

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Hi, I understand the sales cloud has this integration for google analytics: https://support.google.com/analytics/answer/7584446?hl=en

and the upcoming Elevate add on will be able to integrate google analytics with NPSP but I do not know if non-profits have free/DIY alternatives to integrate Google and NPSP today. Has anyone achieved this? Would like to know how to send the gift information and user profile so Google Ads segmentation can benefit from the CRM info. It would also be good to know the pricing of Elevate, although I don't the group will be able to afford another expense right now (maybe later).

Thank you!

2 件の回答
  1. 9月7日 13:08

    We used Skyvia (https://skyvia.com/connectors/salesforce) for the Salesforce side of a similar setup, mainly to get the CRM data out and into a place where we could work with it further. It won’t handle the whole Google Ads audience piece for you, but it can take care of moving the NPSP data you need without building the export yourself.

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----------

Error #1:

 

Error Type: Batch Apex error

Error Date: 2026-08-31 06:10:02

Message: "First error: [INACTIVE_OWNER_OR_USER] owner or user is inactive. Org Id:00DA0000000ANAI"

Context: npsp__CRLP_Account_AccSoftCredit_BATCH

 

Stack Trace:

null

2 件の回答
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    9月1日 3:10

    It's most likely this: 

     

    • Setup > Scheduled Jobs. If the NPSP rollup job was scheduled by a user who is now deactivated, delete all NPSP scheduled jobs running and that user. 
    • To recreate the scheduled jobs you just need to navigate to the NPSP app and the jobs will be rescheduled as your current running user. Best for this to be a system admin/someone with all the permissions required
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Hi everyone,

I’m working on a solution to calculate the total giving influence (or "Impact") of a specific Contact Record Type we call "Members."

These Members are highly connected, and I need a single metric on their Contact record that captures their total impact across three different buckets:

  1. Direct Giving: Hard credits from their primary Household Account.
  2. Affiliated Giving: Hard credits from Organization Accounts they are affiliated with (e.g., their Company or their Family Foundation).
  3. Ad-Hoc Influence: Soft credits from Opportunities where they served as an influencer/solicitor but don't necessarily have an Account Affiliation.

Has anyone built something similar? If so, which route did you choose (Automated Soft Credits vs. DLRS/Flow)?

 

Double-counting gotchas:

What are the best practices/filter rules to ensure we don't double-count a Member if they accidentally get assigned a Soft Credit on a donation that is already rolling up through their Household or Affiliation? 

 

Thanks!

3 件の回答
  1. 8月31日 13:19

    Hi, for the bucket two soft credits in NPSP can be rollup by using the Opportunity Contact Role. When creating a Organization affiliation you can assigned a role (Soft Credit, desicion making, "Your own"), any opportunity/donation created for that organiation will create the soft credit. Then is just matter of filtering your roles accordingly. 

    If I remeber correctly, the household memebr roles is counted on the NPSP customizable roll ups so I edited my filter group to escluded that and avoind double counting hard credits in the household. 

    We also set up our own custom RFM score, so happy to share more on how we configured it

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I have searched on this error here and I'm not finding anything that exactly fits our situation.  Last month and this month we received an automated email.  The first time was on 12/15/2023, the second time was 1/8/2024.  The email lists 457 of the same error:

Error Type: Other

Error Date: 2024-01-07 06:00:25

Message: "field integrity exception (Guest users cannot be record owners.)"

Stack trace null

All 457 have the same date and time, but it doesn't give other details, like which records

After the December error, our Salesforce administrator searched and we don't seem to have any guest users owning any records.  Or any guest users.  We don't have any web forms.  We do have connections to Zapier and SoftEdge. Thoughts?

6 件の回答
  1. 8月31日 6:46

    Probably a bit late, but noticed that when guest users are deleting records, most proabaly from an automation trigger you will see this error. 

    I had a de-duplication automation running, if no duplicates it works fine but when it finds a duplicate and tries to delete one of them it errors out.

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We received the following error and I'm looking for guidance on how to address it. We noticed one of our NPSP Data Import Batch was deleted. Could this be related? Thank you.

Errors: 

 

---------- 

 Error #1: 

 

Error Type: Batch Apex error 

Error Date: 2026-08-21 06:21:59 

Message: "First error: [REQUEST_RUNNING_TOO_LONG] Your request was running for too long, and has been stopped." 

Context: npsp__CRLP_SkewDispatcher_BATCH 

 

Stack Trace: 

 null

3 件の回答
  1. 8月25日 12:48

    Hey Kathleen, 

     

    This is a genuine, documented pattern in NPSP's Customizable Rollups engine, CRLP_SkewDispatcher_BATCH timing out is unrelated to your Data Import Batch object being deleted. The Skew Dispatcher just processes rollup calculations for records with unusually high numbers of related transactions (like a household with thousands of donations), and it can occasionally hit Salesforce's platform-level batch timeout if there's a lot of data or a temporarily large batch to process, this is a known NPSP behavior, not a bug tied to your Data Import Batch. 

     

    Since it's happened once so far, per NPSP's own troubleshooting guidance, this is usually self-resolving on the next scheduled run, the job will simply retry that batch. Only worth investigating further if: 

    - It repeats consistently (not just once) 

    - You notice actual rollup values (like Total Gifts, Largest Gift, etc.) on Accounts/Contacts are stale or missing afterward 

     

    If you want to confirm nothing's actually broken, check Setup > Apex Jobs to see if npsp__CRLP_SkewDispatcher_BATCH completed successfully on a later scheduled run. If it did, no action needed. 

     

    On the deleted Data Import Batch: this error type has nothing to do with NPSP Data Import at all, that's a separate object/process entirely (Data Import handles Batch Gift Entry/Import records, Customizable Rollups handles donation summary calculations). If a Data Import Batch record actually got deleted, that would've required a manual delete or a separate automation/script, not something this rollup timeout would cause. 

     

    Reference:

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

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