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Questions tagged [nonprofit-starter-pack]

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Leads only convert when an opportunity already exists

I'm using NPSP. If I create an opportunity, then convert a Lead and use that already existing opportunity, it will convert just fine. If, however, I try to have the opportunity created during the Lead ...
user1702965's user avatar
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1 answer
114 views

Calculating donor retention rate - results artificially lower than expected

Working to calculate donor retention rate, however the results are lower than when manually calculated. The issue is that if the donated amount from the previous year is greater than the current year, ...
user3316299's user avatar
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1 answer
102 views

Rolling up Primary Contact Picklist Value to text on Account

I'm attempting to solve what I think is a fairly simple problem. We are using NPSP, and track our board members on the Contact level. For some complex reporting reasons, I need a way to simply display ...
Maxwell Hampton's user avatar
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1 answer
57 views

Connect calendar invite response to custom field?

Is there an integration to connect calendar invite status (perhaps with Outlook) to a Salesforce field? I'm setting up Volunteers for Salesforce and am manually creating Outlook calendar invites for ...
CoffeeRain's user avatar
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1 answer
176 views

Problems with Grants Management

i tried to install the Grants Management pack in a trailhead sandbox, I have active My Domain and the Digital Experience but i get this error:
Alex M.'s user avatar
  • 534
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1 answer
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Which Tool To Use? Automate field update from old opp to a new created opp record

I am working with a nonprofit. We have memberships that are renewed every year or so. Below scenario is on opportunity records that belong to the same contact record. Scenario: Every time membership ...
Batir's user avatar
  • 1
1 vote
1 answer
1k views

Unable to see activities older than 2 years

I'm working with a non-profit organization and I'm trying to run a report on all the activities, but only the last 2 years are showing up in the report. Is that a limitation in Salesforce org for non-...
user avatar
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0 answers
60 views

Volunteers for Salesforce Attempt to de-reference a null object site functionality

I have been having this issue for a few days now and have no idea where else to look. I have implemented Volunteers for Salesforce for a client and so far it has worked...okay. The volunteer portal ...
Alarmed_Win's user avatar
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1 answer
458 views

Household Accounts overwritten by other Accounts on Contact record- are these household records deleted?

During a recent import(update) of Contacts, we had the "Account Name" field overwritten with Organization Accounts that should have gone into Primary Affiliation. Originally, the Account field held ...
Kaitlyn's user avatar
  • 25
0 votes
1 answer
128 views

Communities and household contact

I am currently working in a Communities environment using the NonProfit Success Pack and had a question. Will creating a contact also create a 1:1 Household contact?
Jeff's user avatar
  • 191
0 votes
1 answer
26 views

non profit edition Id?

Is there a way to determine from the OrgId if the Org is a non-profit edition? I'm hoping to use the OrgId that is provided in the License Management App to automate the non-profit discount for my app....
PatMcClellan__c's user avatar
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0 answers
699 views

Disable Household Creating on Adding Contact (Nonprofit)

i have a problem with disabling automatic account creating (household record type). There are no triggers for it or anything else. I found some options to disable it, but it was depricated and it ...
David's user avatar
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2 answers
1k views

Limitations of nonprofit edition?

I'm hoping to sell my app to nonprofits (1/2 price), but I'm not sure how to test it on a nonprofit org. It won't run on the Professional edition, so I'm worried about nonprofit edition. How do ...
PatMcClellan__c's user avatar
2 votes
4 answers
7k views

How do you stop NPSP from automatically creating a Household when adding a Contact?

Households on my system are created before contacts due to our data sources and workflow. So when I add a contact I need it to auto link to an existing household/account (which I've got working). ...
Nroot's user avatar
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0 votes
0 answers
55 views

Help with Validation Rule to Enforce Prerequisite Jobs for V4S App

I am using the Volunteers for Salesforce app with NPSP and need a validation rule that prevents volunteers from signing up for job shifts unless a prerequisite orientation has been met. That is, only ...
Mike Stan.'s user avatar
1 vote
2 answers
81 views

How to setup a new non profit instance without npsp?

When I go to salesforce.org, I don't see where to just create a non-profit instance without using the npsp? Is this doable? if so, where to click? Also, I only see options to use Lightning. What if I ...
Apex N-u-b's user avatar
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1 vote
0 answers
377 views

How do I include Record Type in Account Name with NPSP using Household Account Model?

I would like to specify a custom Account Name that contains the Record Type in our NPSP deployment that uses Household Accounts model. We have four Contact record types so far: Volunteer, Client, ...
Mike Stan.'s user avatar
0 votes
1 answer
404 views

Non-profit Starter Pack -> Contact field question

In the Non-profit Starter/Success Pack version, Contacts has a checkbox field called Private. What is the semantic meaning of this field? Related to this question, I have searched for a listing of ...
Nora McDougall-Collins's user avatar
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1 answer
79 views

Is the Grantmaking -> Funding Focus field a default in the non-profit version?

I am volunteering in the task of documenting and making recommendations for a non-profit SalesForce setup. Many hands worked on the setup and changes of SalesForce without documenting their decisions. ...
Nora McDougall-Collins's user avatar
1 vote
1 answer
271 views

Error, Opportunity String Id too long!

Using the NPSP. When i submit a donation from a web form to salesforce using a click and pledge integrated platform; it creates a correct account and contact but gives me error on the opportunity ...
nerti__h's user avatar
3 votes
2 answers
449 views

After upgrading to the NPSP 3, can I safely delete all "Households"?

I recently upgraded my organization to the Nonprofit Starter Pack 3 and switched over to the Household Account model (from the 1-to-1 model). I have already deleted all the deprecated 1-to-1 accounts....
Jason Kelly's user avatar
3 votes
0 answers
221 views

How do I populate report fields from "Household Account" or "Organization Account" instead of "Person Account"?

My organization recently upgraded to the Nonprofit Starter Pack 3 and is using the Household Account Model. Reports now are not populating the "Person Account" fields because "Person Account" refers ...
Jason Kelly's user avatar
0 votes
1 answer
24 views

Send Mail to Houshold's both Contact

I want to send mail of My Household. My One Household is having 2 Contacts. I want to send Email to both Contact when my opportunity stage is Changed. There is Relation between Contact and opportunity....
Shantanu Mahajan's user avatar
0 votes
1 answer
46 views

List Mailchimp Current Member Counts in Dashboard

I'd like to create a dashboard that shows administrators the current Mailchimp Lists by name and their current total subscribers. Is this something I can do with the Dashboard configurator alone, or ...
Chris's user avatar
  • 101
1 vote
0 answers
397 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 ...
David Litton's user avatar
  • 1,426
2 votes
2 answers
329 views

Salesforce cloning and integration

We have multiple salesforce orgs for multiple non profits. All of them need to have same functionality but different organization. Is there a way to clone all these organization? If I make changes, ...
user899893's user avatar
0 votes
1 answer
366 views

Salesforce Nonprofit Starter Pack - Company field on Leads

We have just installed the NFP Starter pack for Salesforce, and have come across a problem when we use web to lead. We allow users to apply for membership by filling in a web to lead form. The ...
Lily's user avatar
  • 1,375
9 votes
1 answer
1k views

Can't create site in trial Enterprise Edition?

A few days into our trial of non-profit (NPSP) EE, I'm trying to test public-facing web pages that don't require login, crucial for our applications. It actually lets me reserve my (sub-) domain, but ...
Ron Burk's user avatar
  • 191
1 vote
0 answers
23 views

How do we identify if an org is using NPSP [duplicate]

We are developing an appexchange product and there is a functionality which needs to be different if its a Non profit vs the rest of the licenses. Is there a way we can identify if the org uses NPSP? ...
Prady's user avatar
  • 12.3k
3 votes
1 answer
665 views

Person Accounts and Non Profit Starter Pack

Reading this it sounds like Person Accounts are incompatible with the Non-Profit Starter Pack, which is totally understandable. What I am having trouble finding is a direct answer to whether it is ...
Mark Masterson's user avatar
2 votes
1 answer
82 views

Using a Non-Profit org. How can I auto populate a custom email field on a different object?

I'm using a Non-Profit org and we use Soapbox which creates contact records after a client signs up. We created a custom "Work Email" field on the Contacts and Accounts page layout (They appear as ...
Alfonso's user avatar
  • 21
0 votes
1 answer
119 views

Dependent Package

I have a package for an app and we are close to the security review, the app that we are creating needs a Salesforce Non Profit Starter Package called Affiliations, is there a way that we can make our ...
Paul Coto's user avatar
3 votes
2 answers
1k views

review code in managed package (NPSP) apex triggers?

I'm getting an error on inserting Opportunities using the Data Loader: an apex trigger on opportunity insert is trying to dereference a null pointer. In trying to find a solution to this problem, I'd ...
user8669's user avatar
2 votes
1 answer
407 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 ...
blunders's user avatar
  • 1,618
3 votes
1 answer
2k views

Updating Household address when Contact address changes? (Nonprofit Starter Pack)

When I create a Contact without assigning a Household, a Household is magically created for me using the Contact's info to seed the data. Huzzah! This is exactly what I want. However, when I update ...
aaronbauman's user avatar
1 vote
0 answers
304 views

Issue with One to One Accounts and Converting Leads

I'm currently working on a system that has the Nonprofit Starter Pack with One-to-One Accounts enabled. I have made a trigger that changes the default account of a contact to some account that has ...
Kyle Kopps's user avatar
2 votes
1 answer
243 views

Campaign Hierarchy in search layout?

Is it possible to show campaign hierarchy in the search layout? Ideally I'd like the search layout to mimic the indentation that gives a visual representation of search layout on the campaign layout ...
aaronbauman's user avatar
2 votes
2 answers
666 views

NPSP trigger npe01.IndividualAccounts failing in sandbox

NPSP trigger npe01.IndividualAccounts failing with the following error: Apex trigger npe01.IndividualAccounts caused an unexpected exception, contact your administrator: npe01.IndividualAccounts: ...
user2569499's user avatar
  • 1,025