#Nonprofit Success Pack23 discussing

Once a year, we create leads that we only convert into contacts if the prospects respond to our solicitation. In the past, we've had no issues following the instructions outlined here for NPSP to create and convert those contacts.  https://help.salesforce.com/s/articleView?id=sfdo.npsp_convert_a_lead_to_a_contact.htm&type=5

- We create Leads and put "Individual" in the company field 

- We convert a contact using the standard button at the top (as well as some automation on apex codes) 

- A new Contact is created in a Household account 

However, now it is creating organization accounts named "Individual" and connecting the newly created contacts to them.  

Has anyone else seen this bug recently, or are Lead Conversions working well for you?  Is it an issue with NPSP being deprecated (or possibly out-of-date)? Have you had this issue and resolved it? I've tried a number of different ways to investigate/troubleshoot but can't figure it out. 

We are a small organization using Nonprofit Success Pack.. How do I pull a report of selected/active contacts that shows the unique salesforce ID that shows in the search bar of my browser when I have pulled up a specific contact? The use case is to batch upload attendance to a campaign/event. 

The feature that matches by email or by name in nonprofit success pack has been broken for 2 years, with the only batch upload that is functional being the unique salesforce ID. However, this means I need to go to each contact and copy/paste their salesforce ID into a csv before I can batch upload the attendance into the campaign. There has to be a better way than this! Please assist.  

Hey folks!

This is an issue I've run into a couple times now. I have a client that has enabled Addresses for Organizational Accounts in NPSP Settings and I have some custom Apex that is adding NPSP Addresses to Accounts. I'm inserting the Custom Setting in my Unit Tests and debuging it right before the Addresses are inserted to confirm it's in there and I'm still getting this error:

"Upsert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, To use Addresses with non-Household Accounts, you must select Organizational Account Addresses Enabled in NPSP Settings"

Does anyone have any insight? Here's the code I'm using to insert the Custom Setting:

insert new npe01__Contacts_And_Orgs_Settings__c(

npsp__Organizational_Account_Addresses_Enabled__c = true,

SetupOwnerId = UserInfo.getOrganizationId()

);

Thanks all!

hi Everyone

Is there anyone using Salesforce to manage your org's internal IT inventory? (eg: laptop, mobiles assigned to staff..etc)

I am currently managing IT laptops, mobiles in Excel spreadsheets and i am thinking of importing them into Salesforce. Here is what i am planning to do:

- All our staff are contacts in Salesforce ( This is already done by HR)

- Create a custom object named IT asset ( laptop record type, mobile phone record type)

- Create staff contact relationship with IT asset objects as look up relationship.

- Import IT inventory data from excel to Salesforce.

I would be really appreciated if you can share thought on this with me so i can put in my action plan before implement this.

Thanks

Thomas

Hi, everyone! PayPal is set up as a payment option in #Classy App with #NPSP, and I confirmed I can see this payment method on a donation page.  

However, when someone pays via Paypal, that data is not flowing into Salesforce similar to Stripe transactions. Are there additional settings or gotchas to be aware of? We also have GoFundMePay. Thank you!  

#PayPal Checkout Integration #Nonprofit #Nonprofit Success Pack #NPSP @Nonprofit Ask Me Anything (Global) @Nonprofit Success Pack @Nonprofit Hub @Nonprofit App Advice and Reviews

 NPSP Day Philadelphia - November 5 

Philadelphia! NPSP Day is coming to town on Thursday, November 5. If you're not familiar, NPSP Day brings nonprofit Salesforce users together to work through real challenges and swap practical ideas. It's for everyone, from longtime Saleforce experts to brand new accidental admins! 

At NPSP Day, you'll: 

• Get hands-on with the Nonprofit Success Pack (NPSP)
• Learn what's changing for nonprofits on Salesforce, including AI and NPC/AFNP
• Help build the day's agenda around what matters most to the group
• Ask questions and learn from peers doing the same work

We can't wait to reunite with the Philly community. Register today! 

#NPSP  #Nonprofit Success Pack

Historically we had not enabled the NPSP org account address management feature (only households). However, we want to start doing some higher level analysis on our organizational partners, doing mapping analysis and more. So we do want the geo location of an address to make some of our research, reporting, etc easier and better. So with that said, I was wondering if anyone else was using the org account address management and if they had any tips, suggestions on how best to manage this, when also looking at org account, and not just households. For example in the NPSP Address object the Address Type is only, Home, Work Vacation address and other. I am guessing I would want other options for an org address, etc.  Anyway just wondering if anyone had any suggestions, tips, thoughts, etc. 

Looking for suggestions on how to deal with Address Management in NPSP. Specifically, around mass updating addresses. We got an updated list from NCOA and I am trying to determine the best way to add/verify the new addresses.  In some spot checking, we do already have the address that NCOA gave us, but it's not the default address anymore, at least in our SF. So I would not want to "add" a duplicate address.  So I am wondering what others do?  I mean there has got to be a way. Any upload tools out there that would help with this?  I have XL-Connector and I know I could export and do some vlookup's, etc to help, but I just looking for any short cuts to help, beside manually reviewing all of the records 

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.