Nonprofit Success Pack

Hi all,

Wondering if anyone uses Formstack to/from Salesforce. We have a weird issue arising. We have a Youth consent form for parents to sign for youth taking classes. They need to sign this at least twice a year if they are taking additional classes in a different month. We have it set up to pull the data from the record into the form if they have completed it before - totally fine.

We did not have it set up previously to update the submitted date on the contact record. Now I have that box checked on JUST that field. The checkbox is "Update existing Salesforce record matching this field value:"

I haven't hit this button on any other field so that we don't have blanks erasing previously provided information.

We now have an issue popping up where the birthdate is then changed to blank when the new form is submitted. It is not a required field and I do not have the box checked to update the field upon resubmission. The weird thing is that when I see a record where the birthdate was removed, I go to the form submission and the birthdate is there pre-filled in the form.

Any thoughts? I'm hoping the checkbox update for just the date field isn't causing the issue here. I'm going to reach out to formstack support to, but wanted to check in and see if anyone has run into this issue before.

How to delete NPSP Data Import records before the final Import?

Ran NPSP Data Import and found some blank data was imported. The next day, deleted the records and checked from "All" that the records were deleted. Ran NPSP Data Import ensure the correct number of records were import. When trying to take the next step of Data Import, no records were found. 

Ran NPSP Data Import records and all the records were found but not available for Importing.

Can all the 2 days of records be completely deleted and start a new import?

@Fundraising

@Nonprofit Success Pack

@Salesforce.org System Administrators

Has anyone else come across the issue where the user role is now required? My org doesn't really use them except in specific circumstances for our Development officers (my previous org didn't use them at all so I know I'm not alone in this). I noticed in August when I was reactivating a user with a standard license and was forced to pick something. It did the same thing when I created a new user (also with a standard license) as well. It defaults to the first choice on the list if you have any roles created, and I can't select none.  

I asked SF Support when I couldn't find any documentation on it. They thought it might have been a setting I turned on, but were surprised when they opened their own demo org and saw that it was required for them too. They told me this morning that they were asking some higher ups about it. 

I've attached screenshots of my account where you can see that when my account was created, a role was not selected but if I were to edit it, it defaults to the first choice on the list and is required. 

Hi, I understand the sales cloud has this integration for google analytics: https://support.google.com/analytics/answer/7584446?hl=en

and the upcoming Elevate add on will be able to integrate google analytics with NPSP but I do not know if non-profits have free/DIY alternatives to integrate Google and NPSP today. Has anyone achieved this? Would like to know how to send the gift information and user profile so Google Ads segmentation can benefit from the CRM info. It would also be good to know the pricing of Elevate, although I don't the group will be able to afford another expense right now (maybe later).

Thank you!

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Error #1:

Error Type: Batch Apex error

Error Date: 2026-08-31 06:10:02

Message: "First error: [INACTIVE_OWNER_OR_USER] owner or user is inactive. Org Id:00DA0000000ANAI"

Context: npsp__CRLP_Account_AccSoftCredit_BATCH

Stack Trace:

null

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.

Hi everyone,

I’m working on a solution to calculate the total giving influence (or "Impact") of a specific Contact Record Type we call "Members."

These Members are highly connected, and I need a single metric on their Contact record that captures their total impact across three different buckets:

1. Direct Giving: Hard credits from their primary Household Account.
2. Affiliated Giving: Hard credits from Organization Accounts they are affiliated with (e.g., their Company or their Family Foundation).
3. Ad-Hoc Influence: Soft credits from Opportunities where they served as an influencer/solicitor but don't necessarily have an Account Affiliation.

Has anyone built something similar? If so, which route did you choose (Automated Soft Credits vs. DLRS/Flow)?

What are the best practices/filter rules to ensure we don't double-count a Member if they accidentally get assigned a Soft Credit on a donation that is already rolling up through their Household or Affiliation? 

Thanks!

I have searched on this error here and I'm not finding anything that exactly fits our situation.  Last month and this month we received an automated email.  The first time was on 12/15/2023, the second time was 1/8/2024.  The email lists 457 of the same error:

Error Type: Other

Error Date: 2024-01-07 06:00:25

Message: "field integrity exception (Guest users cannot be record owners.)"

Stack trace null

All 457 have the same date and time, but it doesn't give other details, like which records

After the December error, our Salesforce administrator searched and we don't seem to have any guest users owning any records.  Or any guest users.  We don't have any web forms.  We do have connections to Zapier and SoftEdge. Thoughts?

We received the following error and I'm looking for guidance on how to address it. We noticed one of our NPSP Data Import Batch was deleted. Could this be related? Thank you.

Errors: 

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 Error #1: 

Error Type: Batch Apex error 

Error Date: 2026-08-21 06:21:59 

Message: "First error: [REQUEST_RUNNING_TOO_LONG] Your request was running for too long, and has been stopped." 

Context: npsp__CRLP_SkewDispatcher_BATCH 

Stack Trace: 

 null

Error Type: Other  

Error Date: 2026-08-19 03:00:02  

Message: "operation performed with inactive user [005C000000AYRGD] as owner of opportunity"?   

I searched the user and cannot find