#Nonprofit Success Pack14 人がディスカッション中

I am importing historic data for a nonprofit using NPSP. I have used NPSP Data Import templates to create primary affiliations. The system automatically created affiliation start date as date of import. I have rectified it for now. My question is for future uploads, how do you deal with start date and other fields automatically created? Do you add the column to the template yourself? Any other field I should be aware of?

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.

Come take advantage of MVP, Terry Cole's, vast wisdom about things Salesforce and things Nonprofit. Tuesday, June 30--6-7:30. And yes, remote. 

Terry has been running his nonprofit--Street Youth Ministry--with Salesforce for 13 years. He can talk about NPSP, NPC, volunteers, magical reports and dashboard, best practices in all. His expertise is in Salesforce, of course, but also the way to run a nonprofit--flows, volunteers, keeping compliant with the requirements of a good nonprofit. 

Come register and we'll see you on the 30th! 

#Nonprofit Success Pack

We are in the process of moving to NPSP Gift entry. We receive donations in multiple currencies, and we are a registered charity in Canada. We need to be able to receipt people through year end tax receipts in CAD. So far I'm not seeing any way to configure NPSP Gift Entry to work with multiple currencies. Any advice? 

Thanks! 

Our charity is quite new to salesforce and we're looking to import data about our donors from a csv file from elsewhere (Enthuse) into salesforce. 

Each time someone donates, we receive their contact information (email, phone number, address) which may have changed since the last time they donated, so we would like to update the 'contact' object with this information. 

However, primarily, we want to import the donation amount and details as an 'opportunity' object that is linked to a contact within the NonProfit Success Pack. 

Would I be able to import the data to both update the contact details as well as update a new opportunity linked to that contact record, simultaneously in one data import? Or do these need to be done separately one after the other? 

Thank you in advance for your help! 

Hello. Brand new to this NPSP. I have an existing Org on Lightening. It has alot of custom fields within Account, Opportunity, Lead Contact objects (15 years worth) primary tracking sales and sponsorship details based on the sales flow.

I have deployed the trial of NPSP 3 so that I can migrate data over to new Org. So it's completely empty as of now. I used Data Loader to extra all the data from the objects in existing org. However, I cannot import until I have all the new custom fields created.

Question - What is the best way to export the schema (custom fields) from the existing org and bulk create in the new schema/custom fields in the NPSP Org.

I've seen a few tools that will export schema. I don't mind a paid tool. but looking for the easiest way to export schema and update/create schema in the new NPSP Org.

*Using Nonprofit Success Pack, if that's relevant*

Reviewing everything about merging contacts, it says that the associated tasks/activities will stay on the final master record.

However, when we merged two contacts, quite a few of the associated "tasks" (using E-mail to Salesforce which creates Unresolved Email tasks which are then assigned to the contact) linked to the records completely disappeared. It seems the ones that disappeared were the ones associated with the non-master account. But I thought the activities and tasks from both would be carried over to the master record?

I checked to see if the tasks still existed somewhere in Salesforce (thinking maybe they were now not Related To anything) but they were gone.

Any clue why this is happening? This org uses Email to Salesforce pretty frequently and losing those correspondences when merging contacts will cause major issues.

Thanks :)

#Nonprofit  #Nonprofit Success Pack

When users are trying to edit household accounts, they are getting an error message saying "You do not have access to the Apex class named 'HH_Container_LCTRL'.".

same users were able to edit household accounts fine a couple of days ago.

Fixing the problem is easy (just give the profile access to that apex class), but id like to understand what has changed thats caused these profiles to now need access to this class, when it wasnt needed previously? has something changed in NPSP, or something relating to the recent salesforce security update thats caused this?

thanks

james

When generating an email from Activities on the Contact object, is there a way to change the default "Related To" option? It currently defaults to Account, but we need it to default to "Opportunity" instead. The email template being used needs to merge both Contact and Opportunity data in, which is why we're generating the email from the Contact Object instead of Opportunity; when we do it the opposite, the Contact data will not merge. 

So...any way to change the default in the Related To field? 

Thanks!