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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 folks!  

 

Do any of you have experience using Match My Email (

https://www.matchmyemail.com/

) as an alternative to Einstein Activity Capture? If so, what's your experience been like?  

 

The two features it has that EAC is missing for us are: 

  • ability to store emails permanently (not just 24 months)
  • ability to save emails sent to multiple email addresses per record, not just one

But we're currently evaluating if this would be worth the switch and would love your insight.  

 

Thanks! 

Amy

1 answer
  1. Jun 11, 6:13 PM

    Hi Amy, 

     

    Match My Email does come up a lot as an alternative to EAC.

    In my opinion, it does help with the exact gaps you mentioned, especially:

    •  Emails are stored permanently, so you’re not stuck with the 24 months limit like EAC 
    •  It handles multiple recipients better when logging emails to records 

    But there are a couple of things to keep in mind.

    It’s not as “native” as Einstein Activity Capture, so setup and mapping needs a bit more attention. You usually have to fine tune rules so emails land on the right records and don’t get messy. 

     

    Also, depending on your email volume, you’ll want to test performance and how clean your matching logic is, especially if users have overlapping contacts/accounts.

    In short, it can be a good fit if email history and complete activity tracking is a priority. Just don’t expect the same seamless, automatic feel that EAC gives.

    If possible, I’d definitely run a small pilot before making a full switch. 

     

    Hope this helps! Have a good day!

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Hello! My non-profit needs to upgrade our Classy for Salesforce to 7.48 (Brawley) and Classy for NSPS to 1.66. This is my first installation as a system administrator and I'd love some advice! Thank you :)

  • Should I test the installation for just myself first? My sandbox says that the installations are up to date, so I can't test it there.
  • What issues should I look for or test for? I did read the release notes but don't see anything specific to look out for. 
  • Anything else I should know?
2 answers
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I have been having trouble with a few of these journeys. I have been getting emails with Unable to lock row such as this one below: 

 

 

Error #1:

Error Type: Job Error

Error Date: 2026-06-10 18:01:50

Message: "There were one more errors updating or inserting the following records:

* 0035A00003mQTqXQAW: UNABLE_TO_LOCK_ROW- unable to obtain exclusive access to this record or 12 records:

8 answers
  1. Jun 11, 5:01 PM

    @Aaron Haskins When you say "journey", are you using Pardot / Marketing Cloud?  Or is this a function of a 3rd party application that you are using?  Or is it a custom feature that was built by a consultant or previous admin?

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1 answer
  1. Jun 11, 1:52 PM

    In NPSP, you should not separate donor vs program participants using different records — the recommended approach is to use roles and record types on the same Contact.

    Correct Approach

    1. Use One Contact per person

    • A person can be both: 
      • Donor
      • Program participant
    • Do not create duplicate Contacts

    2. Separate using Roles (Best Practice)

    • Use: 
      • Affiliations / Relationships / Custom Roles
    • Examples: 
      • Role = Donor
      • Role = Program Participant

    This keeps the same person properly classified in different contexts

    3. Use Record Types / Page Layouts

    • Create: 
      • Donor Record Type
      • Program Participant Record Type
    • Apply: 
      • Different fields, layouts, and visibility

    4. Use Sharing / Access Control (if needed)

    • Restrict visibility using: 
      • Profiles / Permission Sets
      • Sharing Rules
    • Example: 
      • Program team sees only program-related fields
      • Development team sees donation data

    What NOT to do

    • Do not create separate contacts/accounts for donor vs program
    • Do not split data artificially — it causes: 
      • Duplicate records
      • Broken reporting
      • Poor 360° view

    Final Conclusion

    You don’t separate donor vs program by records — you separate by roles, record types, and access control on the same Contact.

     

    Maintain a

    single Contact and distinguish donor vs program participation using roles and configuration, not duplication.

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Hi everyone! 

 

I'm trying to track down an older Salesforce NPSP grant tracking managed package that we used at another nonprofit organization around 2019. 

Unfortunately, I don't recall the exact package name. This is different from using the current NPSP opportunity object/grant record type.  

 

Does anyone know which grant tracking managed package may have been available for NPSP around 2019, or whether it is still available for installation today? If so, is there a way to access or obtain this managed package? 

 

Sorry there is such little to go on, but any help is greatly appreciated!

5 answers
  1. Jun 6, 4:59 PM

    foundationConnect was also for outbound grant management. As far as I can remember, there was never an inbound grant tool from Salesforce.org aside from the features included in NPSP. 

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Hi All, 

 

I am doing some research for a client to find a good Meta Data Dictionary.  The reports in Salesforce don't quite cut it.  I have used both Config Workbook and Elements previously for other clients.  At the time (6 years ago), Config was ok, but I seem to remember there were some limitations with the reports and Elements which I found amazing, is probably overkill for this client as they don't need all those bells and whistles that come with it. 

 

I appreciate suggestions. 

 

Many thanks 

Natalie 

1 answer
  1. Jun 9, 3:02 PM

    I have used Datatoolspro

    and there is a free version where you can export fields from objects with picklist values and some other metadata but does not include description, and other fields like created by, etc. but it was nice find. 

     

    If you are willing to explore and your org lets  you connect your instance to claude cowork, than you can query it to build your data dictionary.  

     

    This chrome extension also has some ability to export other metadata in the reports and could also be a useful too for other admin/dev type duties.

    https://chromewebstore.google.com/detail/salesforce-tool-suite/fiaakhiohminpblhmlihfcdhclmphjcd

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I have two users of the NPSP Data Import tool. Their import record count usually only shows the records that they actively are loading, but this week they noticed that their importer is showing the count of both 

of their import lists at the final step.  

 

Here is a screenshot for example. Is one member had imported 100 and one had 149, the total 249 records show now but that wasn't previously the case. Ideas?  

 

NPSP Data Importer -- now showing all users imports?

 

 

3 answers
  1. Jun 9, 1:22 PM

    That means that the records one user thought the other user processed did not complete. Review that list of records for any failures. NPSP will include retries in the count. 

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Hi, 

I am looking for a way to organize and manage user requests in Salesforce. We have less than 20 users and I am the only administrator.  

My current process: 

  • I get requests via email. 
  • I log the request on a google doc I share with the user.  We message back and forward if I need clarification via google docs
  • Once I complete the request I mark it as completed on the google doc and send an email to the user who submitted the request.

I know that I can manage my requests better via Salesforce, I am just looking for some ideas. I already done some research and I like the idea of building a dedicated app and using a custom object, then using screen flows to streamline the request. I am curious about how other admins manage/organize user requests.

6 answers
  1. Jun 7, 8:13 PM

    @Miriam Hoebel

     

     

    How do you track tasks? Cases work because the end user is already in Salesforce. But personally I prefer a form integrated to my project management app -- whether Jira or Asana.  

     

    To me, both Asana and Jira are better at storing historical comminications and documentation related to open issues/requests. I find Chatter to be too clunky. 

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When I pin a list view for tasks and duplicate record sets, it only stays pinned for as long as I'm logged in. The next time I log in, the default view is back to Recently Viewed. Has anyone encountered and fixed this? 

 

Thanks in advance!

4 answers
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When we uploaded data that administrator became the owner of opportunities and contacts can we mass reassign these?

2 answers
  1. Jun 3, 8:01 PM

    If it's OK to transfer ownership of the Accounts, you could use Setup->Mass Transfer->Accounts and mark that Opportunities should be transferred (open and/or closed.) If more than 250, you will have to do it in multiple batches (of up to 250). 

     

    For Contacts, you'll have to use the method Steve mentions above. And you can use that method for Opportunities, too.

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