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주제#Customizable Rollups

#Customizable Rollups토론 중인 항목 0개

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Duncan McGovern (Pedal Lucid)
2019년 6월 4일 오후 10:11
Donations rolling up as Memberships in Customizable Rollups

It appears that (at least some) non-Membership RT Donations are rolling up to Accounts (possibly due to enabling Customizable Rollups, but I can't be 100% sure this wasn't happening beforehand). When looking at the filter group for Memberships: Won, the description says:

"Won Membership Opportunities used for all Membership Rollups. Record Types as defined in legacy NPSP Membership Settings."

I'm not sure what legacy NPSP Membership Settings are unless it's Custom Settings, in which case I can confirm that Membership Record Type Names is still set to "Membership" and doesn't appear possible to change.

My question has a couple of parts:

1. How do I find legacy NPSP Membership Settings if that is indeed where I should define the Membership RT for membership rollups and it's something other than that Custom Setting?

2. If that's not where to set Membership criteria, where do I do so? I could add a criteria for the Memberships: Won filter group using RT ID but that seems like it must be wrong...

3. The only other thing I can think of is that the Donation was created as a Membership, and then the Record Type was changed via Process Builder to a Donation, and this is the root of the problem... however, shouldn't the scheduled rollups overwrite Membership rollup date values with a null value when it runs each night if an Account has only one Donation RT Opportunity and no Membership Opportunities?

Thanks for any suggestions!

#customizablerollups
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  1. Bonnie Matthews
    2023년 12월 23일 오전 1:24

    This is easy to overlook. Thank you for documenting this.

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Duncan McGovern (Pedal Lucid) 님이 Nonprofit Success Pack에 질문했습니다
2023년 4월 11일 오전 1:37
Are soft credit customizable rollups supposed to run in real time?

I can't find any documentation on this, but contact soft credits (via Opportunity Contact Role > Account) rollups do not appear to consistently fire in real-time. Hard credits are running as expected as soon as the gift is closed. If I force rollups to recalculate by using the button on Accounts I can get the soft credit rollup to run, but I would have expected this to function the same as hard credits (triggered as soon as filter criteria are met aka Opportunity closes).

 

I'm curious if this is a bug or whether some types of rollups only run as scheduled jobs. If the former, I'll open a Case. If the latter, I'll revamp a bit of automation logic that checks giving totals when an Opp is closed in order to determine how acknowledgments are handled.

 

Thanks for any insight the community has to share!

 

#Customizable Rollups

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  1. Susan Durand (Dynamic Catholic Institute)
    2023년 12월 5일 오후 6:27

    I realize your question is from a while back, but in case it's still helpful - you can take a look at the CRLP_Rollup_TDTM class in the NPSP repository in github.

     

    The comments state that it runs on Opportunities and Payments, which is why Soft Credits wouldn't roll up in real time, since I believe they are based on either Opportunity Contact Rolls or Partial Soft Credits.

     

    Also, this trigger calls a queueable to run the rollup, which is asynchronous.  So that would explain why the Flow logic was running before the Hard Credit rollups.

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Ryan Smith (Self IT Systems Administrator) 님이 #NPSP에 질문했습니다
2023년 10월 11일 오후 2:54
Customizable Rollup - Rollup by Close Date

Hey guys, I'm having some difficulty getting my Customizable Rollup to work. These are my filter group rules. This was cloned from another filter group that is applied to another Customizable Rollup that is working. The GAU Designation helper filter is on that one as well. The only thing that's changed is adding the 2 filters for Close Date.

Customizable Rollup - Rollup by Close Date

Here's the Custom Field as well. Please disregard the term "Campaign" as this just means between specific dates (I was previously trying to get this to work with the Campaigns object but found out this wouldn't work with rollups to Campaign Hierarchy and I can't assign every Opportunity to the same Campaign).

 

CustomizableRollup-Contact-Field.PNG

 

Can you guys see what may be causing this to not work? Again, the only thing that was added was the 2 Close Date field filters. I don't see another way to do this because the Time Frame field on the Rollup doesn't allow for custom time frames only 1yr, 2yr, etc.

 

I appreciate your help!

 

#NPSP #Customizable Rollups

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  1. Ryan Smith (Self)
    2023년 10월 13일 오후 2:16

    I think I found the issue. We recently changed my custom field "GAU Designation Helper" to be a required field, but not all records had data in this field so the rollup helper hit the records without data and didn't know how to proceed. 

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Akihito Kikuchi (NPO Florence Assistant manager) 님이 Nonprofit Success Pack에 질문했습니다
2023년 3월 8일 오전 4:32
"unable to obtain exclusive access" errors are shown when importing hundreds of opportunities related to recurring donation

Hello, we've been using NPSP and recurring donations, and faced "unable to obtain exclusive access" errors when we import opportunities from feeding donation information by e-mail (mailservice of salesforce) and custome Apex code related to this.

The number of opportunities we've imported is 100-300, and 5-25 of these are failed with this error.

 

From this error message, I assume some of apex jobs or trigger flows which is triggerd by this import might lock the records of Account, Contact or RecurringDonation and this made the fail of import.

 

Does anyone have possible solution for our situation such as changing batch job size or something else?

 

I don't know this is related to our error directoly but whe I checked Apex job history, following two jobs are created and the number of process are more than 100 when we execute import opportunity.

CRLP_RollupQueueable

RD2_QueueableService

#Nonprofit Success Pack #Enhanced Recurring Donations

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  1. Akihito Kikuchi (NPO Florence)
    2023년 3월 29일 오전 1:59

    For everyone commented to this thread, I'd like to share our latest situation

    -Improved the logic of two custom flows which is triggerd by creation of opportunity

    -Changed the number of  "Next Donation Date Match Range"  from 3 to 1

    -> The number of error records are decreased to 2~5 records per day, and no error on yesterday and today, but we're not sure whether these changes are effective or not....

     

    -Raise issue tickets to salesforce support about the logic, whether the rollup batch is triggerd by opportunity creation or not, and we can change the setting of this trigger

    ->Still under communication with support.

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Ed Self (Self-Employed Salesforce Consultant) 님이 Nonprofit Hub에 질문했습니다
2023년 3월 2일 오후 10:53
How to trigger NPSP roll-ups to run in bulk for contacts and accounts

Our organization recently made a change to a NPSP customizable rollup filter group, "Opps: Won (HC) Excl RecTypes."  We want to exclude a record type that was being included in the calculation of dozens of donation related roll-ups.  If I run recalculate roll-ups under one contact, they update correctly.  All good so far...

 

The problem is that we need to force a mass recalculation of the dozens of donation rollups for the thousands of contact/accounts that have any opportunities of the now-excluded record type.  I've searched all over and can't find a way to trigger those roll-up recalculations in bulk.  I tried making minor edits to a contact record and its contacts hoping that update would trigger the recalculation, but to my surprise it did not.

 

I appreciate any help you can provide to trigger bulk recalculation of NPSP rollups.

#NPSP #Roll-up #Customizable Rollups #Force Mass Recalculation

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  1. Judi Sohn (Elevation Solutions)
    2023년 3월 3일 오전 3:33

    Hi... go to NPSP Settings > Bulk Data Processes > Rollup Donations Batch.

     

    "This utility calculates rollup totals for all Closed Opportunities and updates the relevant Contacts, Households, and Accounts. This process may take some time, but you can safely close this page and the process will continue in the background."

     

    And yes, as Jason said the recalculation should also happen overnight. Hope that helps!

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Duncan McGovern (Pedal Lucid) 님이 Nonprofit Success Pack에 질문했습니다
2022년 11월 17일 오후 4:38
Do Customizable Rollups exclude 'Primary' contact roles for Account (Contact Soft Credit) type Rollups? Is this documented or expected?

Use case:

Rollup to set membership start date at the Account level based on Account (Contact Soft Credit)-Type Rollups that include both 'Donor' and 'Gift Membership Recipient' using a Filter Group.

Expected behavior:

Opportunities will roll up to the Account of any related Opportunity Contact Roles if the Filter Group criteria is met.

Observed behavior:

If a Contact Role is marked 'Primary' (regardless of the Role) AND the gift is related to Household record type Account, gifts are excluded from the rollup calculation.  If I uncheck 'primary' on the Donor role, it is then included; and if I check 'primary' on a Gift Membership Recipient role, it is then excluded. If related to an Organization RT Account, a 'primary' role does not appear to impact the rollup.

My guess is that this was an intentional way to ensure hard credits were not accidentally included in soft credit rollups, but it doesn't appear to be documented anywhere and prevents using a single rollup for the use case described above. Easy workaround = separate rollups for HC vs SC—fine—but system behavior is not aligned with the expected result.

 

Can anyone confirm whether this is intentional (but undocumented?) NPSP behavior, or if unintentional whether it might be evaluated for a 'fix' to align automation with how filter groups are specified?

 

#Customizable Rollups

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  1. Barbara Christensen (BRC NPTech)
    2022년 12월 7일 오전 5:16

    Hi Duncan, I agree that is counterintuitive and seems to disagree with docs. It was bugging me ;p so I just tested it on HH and Org gifts and it acts as you state and not as I would expect either. Primary Contact lookup alone should control the hard credit on Individual gifts, unrelated to that Opp Contact Role (OCR) primary checkbox, when Customizable Rollups are enabled. That primary checkbox on OCRs, to my brain, only comes into play if you have that special 'Always rollup to Primary Contact' box checked (which isn't best practice) or are not using customizable rollups. 

     

    Things have changed a bit in how the team tracks issues, but I don't see it in older issue lists on github as a known feature/bug. It might be worth posting a support ticket to see if you can get a straight answer. I can also try my avenues to the team. 

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Lizzy Roberts (Salesforce.org Senior Manager, Nonprofit Community) 님이 Nonprofit Ask Me Anything (Global)에 글을 올렸습니다
2021년 7월 15일 오후 5:21

Thanks to everyone who joined the Nonprofit Ask Me Anything this morning!

 

Special thanks again to our amazing hosts @Mark Jones​ and @Carolina Santamaria​ who fielded all the questions💪

 

As promised, here are some links/follow-ups from the call:

 

 

What's up next?

  • Aug 19: Join the next Nonprofit Ask Me Anything on Thurs, August 19 (every third Thursday of the month!), with hosts @Lauren Weller​ and @Akash Mishra​ 
  • Keep an eye on the Events Calendar HERE for all upcoming webinars/roundtables/success-focused events!

 

@Tracey Morris​ can you share the day/time of the next London Nonprofit user group meeting, pretty please? I'm not seeing a link on Bevy, cheers 🙂

 

Thanks again!

www.in-form.org.uk

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Christine Richman
2021년 3월 16일 오후 3:22
I need a custom roll up for contact hard credit on an Account opportunity

Board members who own businesses that make annual donations. I want those donations to roll up to the contact record as a hard credit for the donor to be included in their "Give" for the year.

I was able to do this with soft credits easily enough but can't get there with the hard credits because their is not an option for HC(Contact Roles) when creating the roll up.

#Customizable Rollups​ 

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  1. Daniel Gorton (DHG Holistic Solutions, LLC)
    2021년 3월 21일 오전 2:47

    With NPSP treating Organization donations as the hard credit entity and the associated Contacts as Soft Credits, I did tinker with an idea to identify the board member's Contact Soft Credits via their own company as a "Give" in a new Contact field, just as an idea to spark discussion or exploration (within a sandbox first!):

    • Created a custom currency field on Contact called "Own Company Giving" (for the new rollup)
    • Added a new Opportunity Contact Role of "Own Company"
    • Within Customizable Rollups, created a new Filter Group where Contact Soft Credit role name In List as "Own Company"
    • Created new Customizable Rollup based on the above, sending the SUM of the total amount matching the above filter to the new Contact field
    • In my example, I tested two different situations:
      • When I added a second Opportunity Contact Role of "Own Company" to an existing donation, the soft credit was included in the existing soft credit rollups out of the box and in my new "Own Company Giving" one (as a way to report on that separately)
      • When I added only 1 Opportunity Contact Role of "Own Company" on a different donation, the soft credit only went to the new "Own Company Giving" rollup field. (Thus, *some* admins might decide to add the "Own Company" option within the Filter Groups for soft credits.

    There is a "Always Roll Up to Primary Contact Role" setting that would accomplish hard crediting an Organization Account and its Primary Contact, but the NPSP documentation mentions it is not best practice for most scenarios.

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Mariana Mazzeo (Proyecto Tribo Co-Fundadora de Tribo | Consultora Sr. Salesforce) 님이 NGO - Español에 글을 올렸습니다
2020년 11월 16일 오후 6:58

¡Recuerden que mañana tenemos Webinar!

🔔 **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 #NPSP Data Import​  y campos personalizado de resumen #Customizable Rollups​ .

¡Te esperamos!

Reservar lugar aquí 👉  https://us02web.zoom.us/webinar/register/1515952862464/WN_7Dva5arzQ7y4HkzxDV_exg

 

@Elena Inurrategui (Tribo)​ 

@LATAM Office Hours​ 

@MindShare: Blogs, Webinars, Podcasts etc​ 

 

us02web.zoom.us

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Mariana Mazzeo (Proyecto Tribo Co-Fundadora de Tribo | Consultora Sr. Salesforce) 님이 NGO - Español에 글을 올렸습니다
2020년 11월 6일 오후 2:22

🔔 **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

 

@Elena Iñurrategui​ 

@LATAM Office Hours​ 

@Nonprofit and Education MindShare​ 

 

www.youtube.com

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