#NPSP30 人正在讨论

This very important article on contact merge permissions is missing from the main NPSP doc page: https://help.salesforce.com/s/articleView?id=000355549&type=1

 Furthermore, it says "all classes mentioned in the Winter '21 Release Notes" but the release notes link is broken, so it's not even complete.

Salesforce needs to collect this important information and incorporate it into the main doc page.

Hi All,

I am working with a probono client who requires a long overdue upgrade of NPSP...they installed in 2013 and it looks like very little has been done since...

Going through all of the conversion points we are making good progress but we have a sticking point...

There is a section on page 18 of the conversion document (

) which references "Households without Contacts" - then says Contacts (Household Members) - implying that contacts in this section are actually "Household Members" but then asks you to pull reports for "One-to-One Accounts with no Contacts".

What I am getting at here is are we looking at the "Contacts" object at all or are we - as I suspect - looking at "Household Members" - there is a big difference when it comes to reporting!

Equally, I could be going down totally the wrong track.

Any insight is appreciated!

Hello @HomeKeeper App !  I am excited to be upgrading a Homekeeper org to 3.0 and migrating to the HHA Model. Any news or posts I need to make sure to see before I do this?

@Tiffany Eng  Thanks!

This is a common issue we've seen with upgrades, where the historical donations don't have a primary contact role assigned to the donor, which means that when you upgrade to NPSP3 the converter won't know who to set as the donor and will leave the donation connected to the old account, that's not good. But it's solvable. @Anne Crawford walks you through it on this excellent blog post: http://kellpartners.com/kell-labs/177-upgrading-to-the-npsp-3-bad-ugly. #Upgrade Month #NPSP3 Upgrade 

In honor of #Upgrade Month and seeing the fantastic memes put out there by you Pubbers - @Beth Breisnes !,

I wanted to steal a page from the twitter phenom #Upgradechallenge and show you how I, lovable, wonderful Justin got upgraded from my use of Salesforce. 

( http://www.someecards.com/life/digital-life/upgrade-challenge-memes/)

Thought I would show you guys what life was like when I was working Salesforce NPSP2 circa 2010.  All Alone.  By myself.  With no other help.  In a small, crowded office.  My happy place was putting on hip hop, a hoodie, and trying to make sense of objects, metadata, work flow rules, and Field level security.  The picture in the top left corner was a video one of my coworkers took of me while I was trying to figure it out.  It was TOUGH!  Much more thankful to be doing it with you guys and on a Team of awesome people!  (hence, the #Upgrade meme)

I think it took me a solid 5 months to understand the One-to-One Account Model and the VF page / _SystemOnetoOne: Contact Lookup field that redirected you from the One-to-One Account page to the Contact page.  It was great once I understood it, but horrible the first five months I was using it and trying to decide on the correct data model for our donor development data.

Thank the Lord for #NPSP3 Upgrade !  Much happier and easier now.  

Justin out.  Have an awesome Friday y'all!  Can't wait to see you next week!

The amazing @Anne Crawford posted an amazing blog series on The Good, The Bad, & The Ugly of #NPSP3 Upgrade. It has some awesome info on identifying when your upgrade will be easy or hard, go check it out.

@Nonprofit and Education MindShare 

Part 1: The Good - Upgrading to Salesforce NPSP 3.0 & Household Account Model Conversions

What to do with a signup sheet using easy and free tools available to #Nonprofits? In honor of #AppExchange10 and @Nonprofit Hub Upgrade Month for #NPSP3

Solving for a Sheet of Paper

data import; my first one for v3. I instructed the organization to thoroughly clean their old data before sending it to me for importing, and gave them a number of very specific parameters of what to clean and how. Among them, I told them to put every individual contact from the same household onto its own row in the spreadsheet, and make sure the home address is precisely, character for character, the same--and to highlight those fields in the spreadsheet so I can tell at a glance where there are same-household groupings of contact rows. They followed my instructions to the letter, and the process I had in mind for that approach I thought would work, but now I'm struggling to find the easiest way to import everything.

I thought the template might be it, so I'm following the NPSP administrator's guide to importing, and am using the provided template file. However, it's an enormous amount of cut-and-paste to move the second and third row contact's individually-relevant fields into a single row of Contact1 and Contact2, and then doing a new Contact1 row for the Contact3 people.

I'm wondering if it wouldn't be easier for me to simply import all the contacts as is. Since the import doesn't do address checking against existing account households, that would mean a lot of duplicate account households that need to be merged.

Is there an easy way to merge them all? I have

, if that helps.

dt