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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.

Hello All,  

I am again asking this query and i did some workaround the requirement. We are using NPSP Household Account Model. The requirement is to clear the Addresses on Account and Contact record whenever the user unchecks the Default Address checkbox on Address. I used the lightning component visibility for the contact record. It works fine and it hides the mailing address section from the contact record address related list. When i try to do the same thing on the Account, it removed the billing address section(this is what i want) but it does not refresh it when i check the default checkbox to true. We have a lookup field(Current Address) to Address on the Contact and i put the visibility criteria based on that. Should i add the lookup field to Address on the Account too? I did try working with flows but it did not work. I know this is a managed package functionality so there is not much to do but is there any way? I am aware of Address Override too but we are not currently using it. 

@Admin Trailblazers @Nonprofit Hub @Nonprofit Success Pack @Salesforce.org System Administrators

3 answers
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We are implementing Classy and are using NPSP.  I want to have a report coming out of NPSP that includes all the Classy and the NPSP data.   However, it looks I can't combine Classy entities and NPSP objects in the same report.   For example,  I want to run a report of contacts and accounts,  I want to see contact and accounts created in NPSP and those created in Classy and loaded to NPSP via the integration.    It doesn't seem like I can do that.  Could someone please advise?   Thank you, Angela

2 answers
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One of my development directors wants to be able to measure the number of donors that grow to a one time gift of $5,000. At first I just provided her a total number of 105 to her dashboard by pulling a report of all accounts with largest gift $5,000. But she wants to see it in a chart that shows how the number is growing quarterly. I looked into using NPSP Levels, but there doesn't seem to be a native way to track date changes. 

 

What am I not thinking of? Other than creating a long complicated flow? 

 

Any help is very appreciated!!

4 answers
  1. Feb 24, 11:39 PM

    +1 to Dodi.  I like that solution.  You could use a standard Account > Opportunity rollup summary field that shows the MIN of Close Date on records where Amount >= 5000.  You might also need to exclude one or more opportunity record types.  If so, please don't hard-code record type IDs in the criteria; instead, create a formula field on Opportunity that simply displays Opportunity Record Type > Name, then use this in your rollup criteria.  

     

    +1 to Dodi. I like that solution. You could use a standard Account > Opportunity rollup summary field that shows the MIN of Close Date on records where Amount >= 5000.

     

     

     

    @Jennifer Shaw, ask yourself or your team about whether this date would ever change over time.  For example, if the account stopped donating or the organisation shut down (or the contacts were deceased).  Also ask yourself if you should also have this data for contacts, not just accounts.

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I’m currently looking for a solution that can help me streamline a process involving check images. Specifically, I need an app or website (not necessarily from the AppExchange) that will take a file of images of checks and export all the relevant data into an Excel file, with each field properly mapped to be used in Salesforce’s batch upload process.

 

If anyone has used or knows of a tool or service that could help with this, I would greatly appreciate any recommendations! 

 

Thank you in advance for your help!

1 answer
  1. Feb 26, 8:50 AM

    Hi Tamara, 

     

    Thanks for posting! Would you be willing to connect over a web call to discuss your requirements further and see how we can add value to it? You can reach me at

    amey.kumthekar@nsquarexperts.com. I look forward to connecting with you.

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After deleting an engagement plan, the tasks are still assigned to me. We are building out our Salesforce instance using the Non-Profit success pack. I built a few engagement plans in order to walk through it and create a how-to guide. Once I deleted the TEST engagement plan, I noticed that all of the tasks were still assigned to me. I had to delete them one by one. Does anyone know a way to automatically delete tasks once you delete an engagement plan or do a mass delete?

 

@Nonprofit Success Pack

10 answers
  1. Feb 26, 6:12 AM

    We faced the same issue, so I added a query in the Data Loader to filter tasks with the condition WHERE Status != 'Completed' AND (Subject = ' ' OR Subject = ' '). The task Subjects were pulled from the Engagement Plan Tasks, which helped me narrow down the specific tasks to delete.

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Hi folks.

My client uses engagement plans that often create 30+ tasks. However, when an engagement plan gets deleted from an opportunity, it'd be nice if all it's related tasks also got deleted. Is there a way to automate this? It's very tedious for my client to manually delete these tasks.

Any help would be greatly appreciated!

8 answers
  1. Feb 26, 6:08 AM

    We faced the same issue, so I added a query in the Data Loader to filter tasks with the condition WHERE Status != 'Completed' AND (Subject = ' ' OR Subject = ' '). The task names were pulled from the Engagement Plan Tasks, which helped me narrow down the specific tasks to delete.

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Hi all! 

 

I have a question that seems basic but I'm having trouble finding a solution. 

 

We have periodic events where multiple donors attend. We'd like to record these in such a way that:

  • It will show up in the 'activity' section of their record AND
  • We can see all who attended that event relatively easily

At first I thought the event object in calendar may work, but SF support confirmed that each event can only be related to one account.  

 

What do other folks use for this? Up until now we just upload completed tasks (event type) in each record, but that doesn't satisfy the second bullet above unless we create unique reports. I was hoping for an object type that is something like event that multiple folks (ideally contacts) can be marked as attendees. 

 

Thanks in advance!

4 answers
  1. Feb 24, 8:52 PM

    I don't know how Salesforce Support missed this, but you CAN relate events (and tasks) to multiple contacts (and leads).  In Setup > Activity Settings, enable "Allow Users to Relate Multiple Contacts to Tasks and Events".  After this is enabled, you can add your attendees under the Name field on the event. 

     

    They were right about relating to just one other record - this is the "Related to" field and can point to just one record in just about any object (not just Account).

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We are using customisable rollups (And generally they are working).  However, when we migrate data from our legacy CRM (we are going live with Salesforce in approx five weeks) we find the roll-ups are not working with the imported opportunities.

 

If I take a contact who has no opportunities, and add a new opportunity for the contact, this does roll-up to contact summary fields correctly.

 

If I take a contact with opportunities migrated from the legacy CRM, the rollups don't work and the summary fields are blank.

 

If I take a contact with migrated opportunities and add a new opportunity, neither opportunity rolls up to the summary fields: the summary fields are blank.

 

we suspect, therefore, that the migrated data is incorrect in some way - but we can't see where.

 

Is there anywhere where errors in the rollups are logged that we might be able to see what the problem is?  (Nothing appears to be logged in NPSP error log)

 

OR any other ideas how to work out what the issue is

 

Thanks

5 answers
  1. Feb 25, 9:07 AM

     Hey @Mark Goodspeed, I am facing the same issue with our organization. Do you have a resolution to this issue? If so, I would be very grateful if you shared the solution or root cause of the problem here. 

    @M Peries, your help is greatly appreciated here. 

     

    Thank you!

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Hi everyone,

 

I’m trying out the new "Check for duplicates" feature in the Create Records element but don’t fully know how to use it. My use case is I'm trying to replace the "New" contact button with a custom screen flow for ease of use (abbreviated fields), to take advantage of the features of screen flows (data validation, flexible default field values, placeholder text), and to check for duplicates in case the user forgets to search before creating.     I'm trying to add a screen that lets the user know either a new contact was created or updated; I found the IsNew() formula, but that only seems available in record-triggered flows (thanks @Tom Bassett).     How have folks used the check for duplicates feature of the create records element? And have you used this in screen flows to check for duplicates, or serve a screen informing the user of either an update or a new create? I've attached what my screen flow looks like, but haven't gotten it to work yet. 

 

Thank you,    @Admin Trailblazers @Nonprofit Hub @Nonprofit Success Pack @Salesforce.org System Administrators @Salesforce Flow Automation @*Experience Cloud Developers*   

1 answer
  1. Feb 23, 2:08 PM

    Hi @Jesús Romo

     

    To check for duplicates before creating records in a Salesforce Flow, you can use the "Check for Matching Records" feature in the Create Records element.  

     

    This feature enables the flow to evaluate whether a record already exists based on specified criteria (e.g., email, name) before attempting to create a new one.  

    If a match is found, you can configure the flow to either skip the creation of the record or update the existing one. This helps prevent duplicate records in your Salesforce org. 

     

    You can add a Screen Element at the end of your flow to inform the user whether the record was created, updated, or if a duplicate was detected. 

     

     Below articles will guide you through setting up the Create Records element in Flow, configuring duplicate checks, and handling the creation or updating of records.  

    https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_data_create.htm&type=5

     

    https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_check_for_duplicate_records_with_the_updated_create_records_element.htm&release=250&type=5

     

     

    Hope this helps. Thanks!

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Hi everyone,

  

What's a good way to validate multiple fields that should be linked together?

 

My use case is on Affiliations (we use NPSP). I want an end date to be added if the status is "former", and the end date to be left blank if the status is "current". I also want to prevent the end date from being before the Start Date, and vice versa (start date can't be after the end date). In my screen, checking the checkbox "has this person stopped working at this org" makes the End Date appear. I know the picklist doesn't take validations, so I imagine it would involve using a status value along with the dates and maybe the checkbox…

 

I can add validation rules on the record itself, but I figure I'd leverage the validation of the screen flow before enforcing more stringent measures on the records themselves. 

 

Here is my screen flow.

 

Thank you, 

 

@Admin Trailblazers @Nonprofit Hub @Nonprofit Success Pack @Salesforce.org System Administrators @Salesforce Flow Automation @*Experience Cloud Developers*

 

 

 

#Flow

2 answers
  1. Feb 22, 11:56 AM

    You should use the 'Validate Input' section on the field in the flow to use a formula and validate the input:You should use the 'Validate Input' section on the field in the flow to use a formula and validate the input:The formula for the 'End Date' field would look like this (just change out the merge fieldsThe formula for the 'End Date' field would look like this (just change out the merge fields with the correct values):

    IF(

    OR(

    AND(ISPICKVAL({!Affiliation_Status_Screen_Componet.Value},'Former'),

    ISBLANK({!End_Date_Screen_Componet.Value})),

    AND(ISPICKVAL({!Affiliation_Status_Screen_Componet.Value},'Current'),

    NOT(ISBLANK({!End_Date_Screen_Componet.Value})))

    ),

    FALSE,

    TRUE)

     Then for the end/start date, you would use the same formula to validate the input:

    IF(

    {!End_Date_Screen_Componet.Value}<{!Start_Date_Screen_Componet.Value},

    FALSE,

    TRUE)

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