Skip to main content
Topics#NPSP

#NPSP5 discussing

Ask a question...
Natalia Pereira (Business Systems Manager at The Climate and Clean Energy Equity Fund) asked in #Salesforce Admin
May 5, 3:21 PM
NPSP Recurring Donation Opportunity Names

I created a flow that automatically creates 5 years worth of Opportunities and attached them to a recurring donation record. The flow assigns a name to the opportunity, but for some reason, it's getting overwritten, and it's being displayed as Account Name, Donation, and Close Date.  

 

I checked our NPSP settings we don't have anything set up for opportunity names. We have many different types of opportunities that require different naming conventions, so turning that on is not an option.  

 

Does anyone have any idea how to turn off the naming update? 

 

Thank you!  

 

#Salesforce Admin  #NPSP  #Nonprofit

Write an answer...
0/9000
Meir Brodsky (The Aleph Institute) asked in #Reports & Dashboards
May 4, 6:04 PM
Is it possibel to create a report on Relationships that filters by and pulls data from the related contact?

I need to make a report that shows and filters from both contacts on a relationship, the contact and the related/reciprocal contact. As far as I can see, you can only really report data from one contact of any relationship. IS there something I'm missing? For example, say I want to pull a report of all Donors that have a relationship with a contact that is also a donor. I would need to filter by both contacts in the relationship to do so. @Nonprofit Hub

 

 

 

 

#Reports & Dashboards  #NPSP  #Nonprofit

2 answers
Write an answer...
0/9000
Shawn Clement asked in Nonprofit Hub
Sep 30, 2024, 11:51 PM
Mailchimp to Salesforce Sync Issue

I've been working with Mailchimp support on this but haven't been very helpful. 

We currently have Salesforce and the Mailchimp package installed. 

 

There is an error (see below) but can't seem to figure out what the error is as that API Name/Field isn't mapped to anything in the query builder and audiences. Mailchimp to Salesforce Sync Issue

I'm trying to sync our data from Salesforce contacts to MailChimp records.

 

#Mailchimp #MailChimp Integration #Salesforce_Administration #NPSP

4 answers
  1. Gerry Vilop (Elevate Digital)
    Apr 2, 1:48 PM

    I’ve run into similar issues with the Mailchimp for Salesforce package - those unknown field/API name errors are usually coming from something in the query builder or a hidden mapping, and they’re not always easy to trace. It’s often not Salesforce itself, but the connector being a bit opaque. 

     

    If you want to keep using the native package, I’d double-check the query builder, audience fields, and any recently changed fields in Salesforce (especially deleted/renamed ones). 

     

    In one project we hit a point where debugging the package took more time than it was worth, and we switched to using Skyvia to sync Contacts to Mailchimp. It gave us explicit control over field mapping and upsert logic, plus clearer logs when something failed. Not a direct fix for the package, but a more predictable alternative if the sync keeps acting up.

Write an answer...
0/9000
Michael Kolodner (Salesforce MVP / Nonprofit Consultant at Kolodner.com LLC)
Mar 11, 12:55 PM

Upsert Contacts to a Campaign

Here’s a timesaving tip! You can use the NPSP Data Importer to efficiently match contacts, create new ones when needed, and add them to a campaign.

https://www.freelikeapuppy.tech/post/upsert-contacts-to-a-campaign

 

 

Upsert Contacts to a CampaignHere’s a timesaving tip! You can use the NPSP Data Importer to efficiently match contacts, create new ones when needed, and add them to a campaign.

 

@Admin Group, Philadelphia, US @Nonprofit User Group, Philadelphia, US @Admin Group, West Chester, US @Salesforce MVP Collaboration Space @Nonprofit and Education MindShare

 

 

#NPSP

Write a comment...
0/9000
Subha Manoharan (SalesforceAdminJobseeker at Trailhead) asked in #Trailhead Challenges
Mar 4, 6:32 AM
Unable to find Manage account option in nonprofitsuccesspack->Add a New Contact to an Existing Household trailhead module

Hi everyone, i am learning NPSP pack trailhead modules. In that  

Explore Nonprofit Success Pack (NPSP)-->Stakeholder Data Management with Nonprofit Success Pack-->Manage Household Accounts option-->

Add a New Contact to an Existing Household module  i m implementing in Dev org using trial version NPSP. 

 

I Am unable to find mange account option in that. can some one guide me  on that?

 

 

 

#Trailhead Challenges  #NPSP

2 answers
  1. Vishal Verma (Fluido)
    Mar 4, 7:44 AM

    Hi @Subha Manoharan - 

    1. You are on a Contact record. The Manage Household option appears on the Household Account, not on Contact. Open the related Household Account and check there.
    2. The action is not added to the page layout.

     Go to Setup > Object Manager > Account > Page Layouts > Household Account Layout and add Manage Household under Salesforce Mobile and Lightning Experience Actions. Save and refresh.

Write an answer...
0/9000
Shaher Cardona asked in Nonprofit Success Pack
Feb 26, 3:26 AM
Could you please confirm if apex classes used for invocable action within your managed package have public no-argument constructors?

I am planning to enable the “Enforcing No-Argument Constructor on Apex Classes Used for Invocable Action Parameters” release update in PROD and would like to ensure that the NPSP managed package complies with the requirements of this update. 

 

So, could you please confirm if apex classes used for invocable action within this managed package have public no-argument constructors? 

For example, the BDI_DataImport_API or TDTM_Config_API classes. 

 

Thank you.  

#NPSP #Nonprofit Success Pack

2 answers
  1. Shaher Cardona
    Feb 26, 5:41 PM

    Thanks. I confirmed that they have global or public no-argument constructors.

Write an answer...
0/9000
Heath Parks (Information Systems/Salesforce Manager at Cincinnati Works) asked in Nonprofit Hub
Feb 18, 5:18 PM
NPSP Soft Credit and Contact Roles - Rollups?

Dusting off a feature we haven't used often or consistently and wanted to validate (or invalidate), some things. 

 

First off, I have it set up for when an Org donation is created and we have a primary contact, the created Contact Role is automatically set to "Soft Credit". I then have a NPSP custom rollup to rollup soft credits to any contact role that is set to "Influencer" or "Soft Credit" 

 

I know if I create a Partial Soft Credit and set the correct role as a Soft Credit and an amount, the custom rollup also rolls up the amount I set in the partial soft credit. 

 

So with all that said, here is an example of something I just did and I am trying to validate I understand how the Custom Rollups work on Opps that have them. 

 

I created an Opp for "Company X" and I added a primary Contact of "Jane Doe" and set the amount of the opportunity to $1,000. Once the opp was created, a Contact Role for "Jane Doe" was created and the Role was set as "Soft Credit (as it should be). 

 

I then created a Partial Soft Credit record for "Jimmy John" and set the value to $500 and the Role as Soft Credit. This automatically created the Contact Role for Jimmy John as the role was set to "Soft Credit" (again as expected) 

 

I manually ran the rollup batches to validate the data. I assumed that on the contact record Jane Doe would have a soft credit of $500 and Jimmy John would have a soft credit of $500.  To split the amount evenly.  

 

BUT....what happened was that Jane Doe had a soft credit of $1,000 the full amount of the opp, and Jimmy John had a soft credit amount of $500 (per the soft credit record).  Is that expected behavior?  

 

I created another soft credit for Jane Doe and set that for $500 and added a role of Soft Credit and then re-ran the rollup batches and I then did get $500 for each contact. 

 

So I am just trying to validate that if I would want to split any donations into even amount to match the total, I need to create partial soft credits for each person, even when the Contact Role is auto created. 

 

And a side question, is there any case where you would want one person to receive a soft contact for the full amount and then just create soft credits for some others to sy $200 and $200...my "mather" persona in me, says that it should equal, but maybe there are cases where it doesn't (?) 

 

#Nonprofit #NPSP #Systems Administrator, #Soft Credit

2 answers
  1. Judi Sohn (Elevation Solutions)
    Feb 18, 6:54 PM

    Hi @Heath Parks

    It tracks.  

     

    It sounds like you had an expectation than once you gave one contact a Partial Soft Credit of $500, the other Soft Credit would automatically adjust? If so, then no, that's not how it works. There's nothing that forces the total soft credit to equal the Opportunity amount (it's not like GAU Allocations in that respect). You will need to use the Manage Soft Credit button - which is better than creating Partial Soft Credits directly - to manage the value for each contact. You can also do validation there that would force you to make sure the total doesn't exceed the Opportunity amount if you want (useful when allocating a company Matching Gift).  

     

    It's common for the total to not line up. Soft Credits are more of a stewardship function than a financial requirement like Allocations, Hard Credit, or Payments are. So with that in mind, it's perfectly fine to let's say give everyone in the Household soft credit for a gift at the full amount. Or say John was the Board Member who solicited the $10K gift and Mary in a different Household works at the organization and championed it. It would be silly and probably challenging to say John was worth $9K and Mary was worth $1K.  

     

    Hope that helps!

Write an answer...
0/9000
Richard Turner (Consultant at Brightlingsea Partners) asked in #Nonprofit Success Pack
Feb 18, 5:20 PM
NPSP data import - unique ID for matching contacts.

Hello fantastic community! 

 

We're setting up NPSP data import for a client and want to identify potential duplicates contacts using a field containing a unique ID on the Contact Object.  We've setup Contact1 and Contact2 fields representing the ID in the NPSP Data Import object - but when we tried to map them (using the Advanced Mapping tables) we realised that they can't be mapped because the unique ID on the contact object is actually an auto-number field.  Is there a way around this other than by creating a new text field and having the unique ID value coped to this with a flow? 

 

Thanks for your consideration! 

 

#Nonprofit Success Pack  #NPSP

Write an answer...
0/9000
Lori Saxon (Chances for Children) asked in #Nonprofit
Jan 7, 12:16 AM
DAF /Foundation Gifts Not Requiring Tax Receipt

Hi -  

 

I've been reading about how other nonprofits are tracking gifts from Donor Advised Funds. It looks like there are lots of ways to approach this. My goal is to keep DAF / Foundation Gifts from rolling up into Total Gifts fields so that my tax tax receipts are accurate - we use Total Gifts LY on our Year End Tax Receipts. I'm thinking I could add a check box - something like "No Tax Receipt Required" to the Opportunity Object? If the box is not checked, the gift is rolled up into existing Gift Total fields. If the box is checked, the amount would rollup to a new field (DAF /Foundation Gift) so that between the existing rollup and this one, we'd be able to get a picture of total giving. Has anyone else done this? Any advice or things to watch out for?

 

#Nonprofit  #NPSP

5 answers
  1. Lori Saxon (Chances for Children)
    Feb 17, 1:25 AM

    Hi @Piotr Sałdan and @Eamon Ronan - Thank you both for reaching out, and apologies for the slow response. Eamon, I contemplated using Record Types (good idea!) but we already have several, and this didn't fit with our existing structure. I ended up creating a picklist field on the Opp object, where the user chooses the way the donation is handled in terms of tax (standard tax-deductible donation, DAF, or IRA). Then I added a section for Tax Info on the Account record and created rollup fields for each of those tax-deductible/not tax-deductible) scenarios. We use SF to email our tax receipts (via Contact List View), which is why I put the rollups in the Account object (the only way to access them from a Contact List View), but I kept all of it separate from our gifting rollups. Then I set up a Contact List View for each type of tax receipt, since all three use slightly different templates. It worked out pretty well.

Write an answer...
0/9000
Roune' Betts (Habitat for Humanity NCC)
Feb 2, 2:14 PM
Is this a known behavior with older flows in NPSP?

I’m working with an older Flow that includes a Create Records element (“Create Home Full”). I’m trying to add newer custom fields to this element, but they do not appear as options when I click Add Field.

Here’s everything I’ve already tried to avoid duplicate suggestions:

  • Flow was built years ago
  • Custom fields were added months ago
  • Field-Level Security checked (visible + editable)
  • Page layout checked
  • Record types checked
  • Fields appear on the record detail page
  • Fields appear in Update Records
  • Fields can be edited manually on the record
  • Created a brand-new Text field (no formulas, no dependencies) to test
  • Re-saved and reactivated the flow
  • Confirmed correct object and Create Records configuration
  • Issue is isolated to Create Records only

Despite all this, no newer fields (including the test Text field) appear in the Create Records element. 

 

Does anyone have a fix or suggestion? 

 

#NPSP

5 answers
Write an answer...
0/9000