Hi @Jessie Rymph I am using the YearEnd CampaignTable Flow to generate the rich area text table on contact records. However, is there a way I can exclude opportunities where the contact role on the opportunity is Soft Credit?
7 answers
Okay now that I have wrapped my brain around this.... the problem is with the roll up field used in the Apex class. It relies on npo02__OppAmountLastYear__c (Opportunities Last Year). If your organization has customized that rollup field to include Soft Credits, then to make it work without modifying the code, you can change the definition of that rollup field in NPSP settings to exclude soft credits, then run the rollup, run the tax flow, then set your rollup field back to include soft credits after you are done.
