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#NPSP22 discussing

My nonprofit has Enhanced Notes enabled in NPSP, but we haven't been using it yet. We are exploring using it to capture briefs from our fundraisers after conversations with major donors and prospects.  

 

Is anyone using the Enhanced Notes feature, and what has your experience been like? Do you have a different solution for capturing major donor and major donor prospect notes in Salesforce?  

 

We recognize there is no native reporting solution for Notes, and we are looking at the Enhanced Notes Reports App. Has this been effective for any nonprofit fundraisers? 

 

Thanks for your input! 

 

#NPSP  #Notes & Attachments  #Appexchage Apps  #Reports & Dashboards

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Seems like if you change the hierarchy the expected field does not calculate new child amounts and then if you recreate the hierarchy it over calculates. I am pretty sure $2000 + $3700 do not add up to $7200. This happens every campaign. Very annoying. Any fixes yet? 

 

I have tried changing amount in expected revenue in campaign field to trigger an update - does not work. I have tried removing then readding the sub campaign - does not work. HELP!!! 

 

#NPSP  #Campaigns  #Expected Revenue Change

1 answer
  1. Oct 22, 3:37 PM

    This issue often stems from a caching or asynchronous rollup delay within the hierarchy summary fields, where parent records fail to re-index immediately after structural changes. As a workaround, you could resolve persistent calculation discrepancies by writing a short scheduled Flow or Apex trigger to force a recalculation on parent campaigns whenever a child relationship changes. Alternatively, logging a support case with Salesforce is recommended to check for underlying known bugs related to rollup summary fields in your instance.

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Hi everyone,  

 

I'm trying to pull direct and influenced donations in a campaign hierarchy. I built the report for

all time, but i also need to narrow the report down to a specific timeframe (Q1, Q2, etc). The report type i made for all time is called "Campaigns with Influenced Donations (Customizable Campaign Influence)". I need to copy the report i made to include payment page fields but i don't see this available and I don't know if i have the ability to make this myself. 

 

 

#Campaign Influence  #NPSP  #NPSP Admins  #Campaign Influence Models  #Reports & Dashboards  #Reporting  #Reports  #Custom Fields

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Hi Everyone, 

 

I am running into a issue that I don't know where to start to diagnose. At our organization we utilize both Kindsight iWave Automatic scoring to score any opportunity that comes into our instance that is over $100 and 999 days since their last scoring or if they haven't been scored at all. 

 

GoFundMePro is our payment portal for users to make donations and sync right into our Salesforce instance. The main issue we are facing is that the managed flow or package that triggers the scoring would fail when GoFundMePro related gifts gets synced in.  

 

Is there any solution or workaround so I can continue have this automation work in order? 

 

#NPSP  #Salesforce Developer  #Salesforce Admin  #Nonprofit

2 answers
  1. Oct 15, 3:10 AM

    This typically occurs because the automated scoring package or managed flow tries to execute synchronously on newly inserted Opportunity or Contact records simultaneously with the GoFundMePro data sync. When high-volume or third-party payment integrations push records into your instance, the sudden influx of DML operations can cause lock contention or trigger depth limits, causing the scoring flow or trigger to fail before it can evaluate the $100 and 999-day threshold criteria. 

     

    To resolve this, you should refactor or transition the scoring logic into an asynchronous process, such as a Queueable Apex job or a scheduled batch process, rather than letting it fire on immediate after-insert triggers from the payment portal. This decouples the GoFundMePro gift ingestion from the resource-intensive iWave scoring callouts, ensuring the donations sync cleanly first without being blocked by subsequent processing errors. 

     

    Additionally, review the error logs in your Setup under Apex Exceptions or Process Automation Failures to identify the exact failing element. Adding explicit null checks and bulkified try-catch blocks within your wrapper handler will also prevent third-party integrations from stalling when missing secondary related fields during creation.

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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

5 answers
  1. Dec 28, 2025, 6:22 PM
    I have found Classy’s documentation and customer support to be amazing, so I would put in a ticket request to them. They can definitely point you in the right direction.
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Hi all, 

Is anyone here part of a foundation that sponsors DAFs?  

I don't mean accepting donations from DAFs,  but rather you manage the fund and send out the donations.   

I'm brainstorming how you can set up records when someone opens a DAF with an organization---while also not confusing that with how DAF donations are managed.   

 

A new record type? A whole new DAF object? 

Any thoughts?  

 

Thanks in advance! 

 

#NPSP  #DAF  #Foundations

2 answers
  1. Oct 8, 6:09 PM

    Thanks Usman.  I'm actually referring to us being the DAF sponsor, not grant recipient but these are also helpful.

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 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 Day Philadelphia - November 5 Philadelphia! NPSP Day is coming to town on Thursday, November 5.

#NPSP  #Nonprofit Success Pack

1 comment
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NPSP Day San Francisco 2026: Tools for Nonprofit Success

 

Our recap from NPSP Day San Francisco is here!

 

We had nine breakout sessions throughout the afternoon, covering topics like:

ʉۢ SOPs & data integrity

ʉۢ Reporting & automation

 â€¢ Fundraising 

ʉۢ Third-party apps

ʉۢ Email marketing

 

Thank you to everyone who showed up ready to share, ask questions, and help each other out. And a huge thanks to our sponsors, Idlewild Partners and Data Geeks Lab, and our host, SPUR Urban Center, for making the day possible!

 

Read the recap.

NPSP Day San Francisco 2026: Tools for Nonprofit Success Our recap from NPSP Day San Francisco is here! We had nine breakout sessions throughout the afternoon, covering topics like: • SOPs & data intesf26-2.pngsf26-5.pngsf26-4.pngsf26-7.pngsf26-1.pngsf26-3.png

 

#NPSP

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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 

 

#NPSP #Nonprofit Success Pack #Nonprofit #Systems Administrator

4 answers
  1. Oct 5, 11:55 AM

    Address management becomes rather awkward once historical addresses enter the picture. Checking existing Address records against the latest data should come before creating anything new. A matching process using Contact and Address IDs could make the cleanup considerably easier. NCOA data can then be applied with fewer surprises. Otherwise, duplicate addresses have a remarkable talent for multiplying.

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Our internal users are using Notes to add comments to a funding request. We would like to keep these notes internal and prevent portal users from viewing them. 

 

The communityFileList component is managed by Grants Management. Is there a way to configure the component so that Notes are not displayed to portal users? 

 

How to hide Notes from communityFileList componenet

 

 

 

#Grants Management  #Grants Administration & Evaluation  #NPSP Admins  #NPSP

3 answers
  1. Sep 24, 7:04 PM

    As far as I know, the managed communityFileList component in Grants Management does not expose a setting to exclude Notes, so the practical way to handle this is at the data/visibility level rather than in the component. 

     

    Some background that helps here: Lightning (enhanced) Notes are stored as Salesforce Files. Each note is a ContentNote/ContentDocument with FileType = 'SNOTE', and it is linked to the Funding Request through a ContentDocumentLink record, exactly like an uploaded file. That is why a file list component picks them up. Whether an external (portal) user can see a linked file or note is controlled by ContentDocumentLink.Visibility: 'AllUsers' means external users with access to the record can see it, 'InternalUsers' means only internal users can. 

     

    Options, from least to most effort: 

     

    1. Check the component and the note visibility first. In Experience Builder, open the page with the file list and review the component properties (some versions let you filter by file type or related record). Then on a test note, check its ContentDocumentLink Visibility (for example via Developer Console: SELECT Id, ContentDocument.FileType, Visibility FROM ContentDocumentLink WHERE LinkedEntityId = '<FundingRequestId>'). If notes show as AllUsers, that is the root cause. 

     

    2. Automatically make notes internal-only. A small before-insert Apex trigger on ContentDocumentLink can set Visibility = 'InternalUsers' when the linked record is a FundingRequest and the ContentDocument FileType is 'SNOTE'. Existing notes can be fixed with a one-off update of Visibility on their ContentDocumentLink records (Visibility is updatable). Test that the portal still shows the applicant's own uploaded files, which should remain AllUsers. 

     

    3. Use a different place for internal comments. If you want a clean separation, capture internal comments on a record/object that portal users have no access to (for example a custom Internal Review Note object or a long text field hidden from the portal profile via field-level security), or use internal-only Chatter posts. 

     

    4. If the managed component ignores visibility (for example because it runs in system context), replace it on the portal page with a small custom LWC or a Related List component that only shows files where FileType != 'SNOTE'. 

     

    Useful references: 

    File Visibility and Sharing in Experience Cloud Sites:

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

     

    Work with Files in Your Experience Cloud Site:

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

     

    ContentDocumentLink object reference (Visibility field):

    https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentdocumentlink.htm

     

    Grants Management documentation:

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

     

     

    Assumption: I could not find official documentation describing configurable properties of the managed communityFileList component, so I am assuming it respects ContentDocumentLink visibility and the portal user's access. Please validate the approach in a sandbox with a portal test user before rolling it out, and consider raising a case with Salesforce Support if the component shows internal-only notes regardless of visibility.

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