NPSP is the Nonprofit Starter Pack for Salesforce.

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34 views

How to create automatic rules for creating households?

Is it possibe for households not be created if there is already a household with the same address or phone number? We are getting lots of duplicate households in our system. Are their an apex ...
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27 views

Excluding Contacts from Householding in NPSP

TL;DR How do I use my own bucketing system for some Contacts and the NPSP Household Account system for others? The background I have a pretty complex org to which I'd like to add the Nonprofit ...
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36 views

NPSP URL Buttons don't display in Lightning

I'm using the latest version of the NPSP and noticed that URL buttons are no longer supported for custom actions on related lists when in Lightning mode. This causes an issue because the org I'm ...
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46 views

Can't disable naming connector for Household automatic renaming in NPSP

In NPSP, We want to set Household naming format to, "##FIRSTNAME## ##LASTNAME## Household" for all accounts even if that account is associated with multiple accounts. ##FIRSTNAME## & ...
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71 views

Importing multi-picklist values using data loader salesforce

In my Salesforce Org. I have a custom field multi-picklist called Category. Then it has list values of (Y Connect, Board Member, Annual Report, Celebrity). I do an import recently and the imports are ...
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2answers
80 views

NPSP 3.0 Issue with data import.

I am trying to import contacts into NPSP thru NPSP data import object. It’s working fine with contacts without account information. It's importing contacts with household account. Issue is household ...
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0answers
22 views

uninstalling packages in an NPSP account

I am trying to delete some of the dafault installed packages in an NPSP salesforce account, but it references many managed classes and there is no delete option for any of it. How can i uninstall ...
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1answer
34 views

Creating Recurring Record Type Opportunity using soap API

I'm attempting to create an Opportunity object via the php soap API. I can create a Single Donation just fine. The problem stems from the Recurring Gift you must create to attach it to the ...
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1answer
53 views

Some households are named Anonymous Household for NPSP when importing contacts

I'm importing contacts into SF. Creating contacts automatically generates a household record using the "Last Name" + "Household" naming pattern. However, when doing so, I'm getting a really strange ...
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29 views

How to import contacts and opportunity records using npsp data import wizard

I am trying to upload contact that has opportunity in salesforce using npsp data import wizard. but when I try to upload my data, it successfully uploaded but when I click the opportunity record , the ...
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25 views

Help Installed Package Can't be Upgraded Because of NPSP Version

I have a managed package installed on a production org with NPSP version 3.51. I added some changes on the code and uploaded a new version of the package on my developer account and tried to update ...
2
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1answer
39 views

Get NPSP account model using Apex or SOQL

Good day everyone, Does anyone here know how to check the account model in NPSP. I want to know if account model is household model, one-to-one or etc. I'm trying to search in the net but no luck. ...
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1answer
38 views

Insert Contact then auto create an opportunity in NPSP

Good day everyone, My problem is something related on how NPSP works. Suppose I have 2 group of data, one is CONTACT and one is OPPORTUNITY. What I want to achieve is that I want to insert those 2 ...
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44 views

NPSP Refreshing Opportunities Button

I am volunteering with a Non-Profit to help them out with their donation management. We're working on getting 'pledged' donations to be populated from their Recurring Donations. We are using iATS to ...
3
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1answer
180 views

how to find required fields of an object in salesforce NPSP?

How can i find and see the required fields of an object in salesforce. For example i want to find all the required standard or custom fields of the Opportunity object in NPSP I am not looking for ...
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0answers
54 views

how can i create a relationship between two contacts in csv?

I have a NPSPDataImportTemplate.csv and i will put all the contact records so that it all the records i put will be imported automatically using data import wizard. In additional, i want to create a ...
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0answers
46 views

Importing GAU Allocations in NPSP

I am trying to import GAU allocations in NPSP. My data has currently 40,000+ opportunities. Do you have any idea on how to do this? I am currently on deadend right now and I already don't know what to ...
3
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0answers
92 views

need help to uninstall npsp on our org

We are facing issues on uninstalling non profit starter pack on our org. I keep getting these 2 errors: Account.Organization.Layout and Account.Household.Layout are referenced by System ...
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1answer
36 views

How to import contacts in exiting accounts using import account and contacts (NPSP)

I want to imports 1200 contacts in existing 1200 household accounts, i have their ids but i am unable to import them. I tried importing them through import account and contacts but i was unable to do ...
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1answer
60 views

NPSP Relationships Custom Fields

We are using the new non profit start pack 3.0 and we want to add a few custom fields to relationships. What I'm trying to setup is that these custom fields work like status where they copy from the ...
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1answer
45 views

NPSP errors on creating new contact?

I've got an org with 100,000+ contact records. We recently started seeing an issue where new contact creation fails if any of the Address fields are filled in. We recieve the following error: Review ...
3
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1answer
189 views

Disabling account and contact triggers on NPSP 3.0

We are using Non profit starter pack 3.0 in a fresh new sandbox. We have a requirement to automatically convert leads to accounts, contacts and opportunities. Since we are using the NPSP 3.0 1 to 1 ...
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1answer
173 views

Issue with imported data missing household address in NPSP 3.0

I imported a bunch of contacts with household accounts (not using the npsp importer just the regular data migration tool). Everything seemed to go in correctly but for some reason the address didnt ...
4
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2answers
242 views

Extra Older Packages with latest non profit starter pack 3.0

So i recently updated a client to the latest non-profit starter pack and things are working great so far. Whats confusing me is I'm not sure if i can "uninstall" all the separete packages and just ...
3
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1answer
172 views

Too many SOQL Queries - NPSP burning my governor?

I've running some custom code within the Non-Profit Starter Pack (NPSP). A big part of that code is a REST interface that imports data from an outside source. I have triggers attached to the output ...
2
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2answers
23 views

Data-type roll-over information not in english in page layout, why?

Very possible that I edited some config without knowing, but within the page layout editor, all the fields to select by drag-and-drop have a hover pop-up that present information on the field. Oddly, ...
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3answers
116 views

How do you do a Security Source Scan of managed or unmanaged packages?

Under the requirements for the Force.com Security Source Scanner it states: Source code that lives inside of managed or unmanaged packages is not scanned to avoid inadvertently scanning code ...
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2answers
108 views

How do I secure the Nonprofit Starter Pack from the Salesforce Foundation?

So, it appears that I did not lock-down the Nonprofit Starter Pack (NPSP) from the Salesforce Foundation (SFF) as well as I should, and attempting to avoid issues like this in the future. Looking for ...
5
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3answers
767 views

How to find/stop/disable Apex Jobs that a read-only user has activated

As a followup to this question, Contact last-modified date changed by read-only user - it appears that the source of the issue might be that a read-only user some how activated APEX batch jobs that ...
2
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1answer
222 views

Best way to get started with backup & recovery

Dealing with the lack of, or at least in my opinion, of turn-key, 100% complete backup & recovery on Salesforce has killed my normally approach to rolling out new systems; that being, move as fast ...
2
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0answers
537 views

SMS Text Message Integration with Salesforce NPSP

I am working with a budget constrained non profit who would like to add outbound text messaging alerts to their NPSP based application. This seems relatively uncomplicated but there are several apps ...
6
votes
2answers
571 views

Issue when creating a new Recurring Donation through Salesforce API

Recently I have hit an error as described below: Error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY Message: npe03.RecurringDonations: execution of AfterInsert caused by: System.NullPointerException: ...
5
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1answer
843 views

Donation roll-ups are not working on Contact and Household

I'm acessing salesforce with a NSPS org. I have add manually some donations through the contact page but those won't sum up on the rool up fields in the contacts neither on households. I just ...
2
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1answer
155 views

How to enter opportunities in NPSP's opportunity tab?

I am using the Non-Profit-Starter-Pack (NPSP) with the 1-to-1 model. I want to create an opportunity from the opportunity tab. I tried to insert a field for contact here, but cannot find it when ...
16
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2answers
4k views

Which B2C option to choose?

A stock Salesforce org is geared toward B2B companies, but I work in Higher Ed and we're B2C-focused. There seem to be three main B2C options available: Person Accounts Nonprofit Starter Pack ...