Questions tagged [npsp]

NPSP is the Nonprofit Success Pack for Salesforce, an open source managed package suite provided by Salesforce.org that customizes Sales Cloud for the use of nonprofit organizations.

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9 views

Salesforce NPSP Add-on Package

I am developing a NPSP add on package these are version of different NPSP packages: Relationships - 3.8 Nonprofit Success Pack - 3.162 Households - 3.11 Affiliations - 3.7 Contacts & Organizations ...
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8 views

Can I add a column to list contact affiliations in a report?

Using the Nonprofit Success Pack I'm working on a "Contacts with Relationships and Related Contact" Report. Because the Primary Affiliation acts like a field on the contact I'm able to easily add it ...
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6 views

NPSP Merge Error when using Communities

We have a client on NPSP that is also using Communities. There's a fair amount of automation adding Community Users to Chatter and Public Groups, etc.... There are duplicate Contacts, one of which ...
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2answers
25 views

REST API & NPSP error: FIELD_CUSTOM_VALIDATION_EXCEPTION

I have NPSP v3 set up in Salesforce and am using the REST API to create a contact record. I am inserting fields [FirstName], [LastName], [Email], [Phone], [MailingState], [MailingPostalCode], [...
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1answer
20 views

Nonprofit Success Pack (NPSP): Filter Group

I'm attempting to create a rollup summary on the Account Object for related a field on related Contacts. I'm using NPSP-Customizable Rollup-Filter Groups. The end result will be the combined weights ...
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3answers
62 views

override the triggers for (managed) npsp pack [closed]

I am unable to inactive the default managed trigger in NPSP pack of salesforce
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30 views

In Winter '20 the Individual to ContactPointTypeConsent is not navigable anymore. Is this a defect or intended behaviour?

We have a lightning component showing the consents an Individual has given on the Contact Record Page. After the Winter '20 release we observe a regression, the consent information of the Individual ...
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21 views

npsp tdtm dmlwrapper and duplicate entries

I was wondering what happens when implementing the TDTM from NPSP and two TDTM_Runnables perform an update on the same record. Let's say one 'trigger' or 'TDTM_Runable' sets an account number, and ...
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12 views

NPSP Direct Link to Contact Affiliations Related List

I have a recordForm for contact in a custom Lightning page. My client would like to be able to add an Affiliation from the same form. Obviously, that won't work, but we thought of giving a button that ...
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19 views

Prevent renaming accounts Anonymous when members are deceased WITHOUT turning off all autoname settings?

Is it possible to turn off or override NPSP's automatic renaming of household accounts 'Anonymous Household' when all of the account's contacts are marked deceased WITHOUT turning off the other auto-...
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2answers
48 views

Account Apex Trigger Help

I'm trying to prevent the deletion of accounts if one of the contacts within the account has a "Do Not Delete" checkbox as true. Here's a trigger (My very first one!) Please let me know if this is ...
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1answer
22 views

how to send email notification when recurring donation is due

I run a not for profit and beginner to NPSP. I am unable to find out how to generate an email for recurring donation when the donation amount is due. For example, I create a recurring donation ($1000) ...
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1answer
47 views

What a community user can do on the custom object record?

Has anyone implemented a community from a NPSP org ? I need to launch a community with a NPSP org, but I have a question that the documentation doesn't answer me. What a user can do on a record of a ...
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1answer
172 views

Street Address as separate lines

I'm are preparing data to be imported from our current Excel database to Salesforce. Our organisation stores address of each member/contact in Excel as separate lines rather than a block of address ...
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26 views

When lead is converted - Remove Duplicate OCR - NPSP

When i convert a lead , there's a duplicate record on opportunity.contact role . Two primary contact created and one of them have ROLE: DONOR i need to remove this contact w/ role donor. btw im using ...
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1answer
45 views

content deliveries and public links missing in npsp org

I have created a trigger on contentDocumentLink in my developer org and generating public url for file sharing using ContentDistribution object and when i started moving code to npsp org sandbox, ...
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1answer
22 views

Best Practice for Canine profile

I work for a nonprofit that trains service dogs for Veteran's with PTSD and we just started using salesforce. I am the admin, and still learning as I go... I am struggling with the best practice to ...
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1answer
70 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?
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1answer
41 views

NPSP - Account: Restrict records view based on profile

We have a project, where we wants to use 1 profile (lets say "Tester") among others to only see Organization records, when he is browsing all Accounts records (as Tester). So far I made a change in ...
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1answer
18 views

Disable Adding NEW Contact from Account Page

I come to the problem. When I am creating new Account, there is possibility to add a primary contact for it. Problem is, I just want to choose from available Contacts and disable adding new in the ...
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206 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 ...
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1answer
239 views

SOQL to get primary contact ID for Account in NPSP

I want to get the name of the contact in the lookup field npe01__One2OneContact__c on Account object. How do I get the contact name using a SOQL query?
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2answers
1k 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). ...
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1answer
38 views

I cannot delete a contact due to “System.NullPointerException: Attempt to de-reference a null object”

I have this trigger: trigger deleteContactReceiver on Contact (before delete) { List<Contact> con=Trigger.new; GDPRContact.deleteContactURN(con); } Invokes: public static void ...
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1answer
27 views

How do I create a related field in Products2 to Documents.Id?

I am trying to pull in Document images to display on product listings (Product2 object) and wanted to just create a related lookup field to the Document Id. The image is displayed by a formula/text ...
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0answers
141 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, ...
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1answer
94 views

NPSP Data Import Error: SObject row was retrieved via SOQL without querying the requested field: Account.BillingCity

I was trying to use the NPSP Data Import Wizard. I loaded all o f the files, but then when I tried to import the files, I got a lot errors. The error was: SObject row was retrieved via SOQL ...
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1answer
13 views

NPSP: Need field to add connected contact in new Case, and have that connected contact build case history from this

I'm customizing NPSP for a local Women's Refuge Shelter. A woman comes to us seeking help. She is entered in as a contact. Now, we open a case for this incident & I would like to have a field in ...
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211 views

NPSP - Batch Apex Error Inactive user

I received an email from SF with the below three errors. I have tried looking through other similar questions about Inactive Owner errors and they are all program-speak. I am no programmer. How do ...
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1answer
57 views

How do I change the default view on my contacts object?

This might be a very easy answer, but none of the solutions I have found seem to work for me because they're all from around 2013. I am using Salesforce Lightning and every time I go to my Contacts ...
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1answer
41 views

NPSP deleting values

One of the records of our org was unexpectedly updated last month, and we saw on its history that the user Nonprofit Success Pack was responsible for that. How can we discover the cause of the ...
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1answer
178 views

Account Opportunity Rollup Batch Apex Error

I started receiving this error last week and cannot find the reasoning behind it. Organization: AFCEA User: it@afcea.org Salesforce reported the below errors as NPSP was attempting to execute its ...
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1answer
87 views

Is there a solution to connect volunteermatch.org with Salesforce? [closed]

I want to know if there is a solution to integrate or even connect the volunteermatch.org platform with the Salesforce? any ideas?
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47 views

Configuration Error

How do I correct a configuration error in the NPSP Sandbox, trying to Upload, that appears to be wrong? Error: The Contact Custom Unique ID setting field External_ID__c must have matching fields ...
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1answer
37 views

Solution for Mass Deletion

currently, we have "households" listed for many of our contacts. We do not want them. Is there a way to delete all households from our account, and also to turn it off? It seems like every time we add ...
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1answer
117 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 ...
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1answer
47 views

why creating the opportunity record fails when a donor submit a donation on click & pledge platform?

there is a click and pledge platform integrated with Salesforce . whenever I submit a donation by a web form connected to Salesforce a contact record , a household(account) record and a record in C&...
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1answer
500 views

NPSP Data Import Wizard Contacts mapping issue

I have trouble mapping over basic Account and Contact fields. I use the wizard to test a small batch of Account/Contacts but not all the fields are listed when I have to map over half the fields. Also,...
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1answer
35 views

I want to know if there is a solution that every time we upload the CSV file , it doesn't create new contacts and households

I'm trying to import a combined fully mapped CSV file on a Salesforce non-profit package with Data Import Wizard you know that we focus on 3 objects in this case : (households(account) , Donors(...
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1answer
259 views

How to add more than 2 contacts for a household in npsp data import ? npsp managed package?

How to add more than 2 contacts for a household in npsp data import ? npsp managed package ? Contact1, Contact2 and an additional contact
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108 views

Delete Contacts Failing

I am pretty new to Salesforce and have been tasked with deleting all data and starting new. As I understand it, the best/only way to do this is to use the Data Loader or the Mass Delete in the web app....
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1answer
144 views

NPSP with custom record types

We have created custom record types for Account and Opp, but upon lead conversion it always results in an organization and donation type even though we have removed npsp's lead convert page and using ...
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1answer
1k views

Stop accounts from being renamed “Anonymous Household” with NPSP?

I'm working with an education organization with the nonprofit starter pack installed. We're trying to create and update account records for the different colleges our students attend, but whenever we ...
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0answers
109 views

Extending use of NPSP Address__c object

The npsp__Address__c object in the Nonprofit Success Pack is a great way of succinctly tracking an Address. It even comes with some features for validation and geocoding. The down side is that out ...
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1answer
65 views

Is the managed package 'Nonprofit Starter Pack - Contacts & Organizations' only for Non Profits?

The benefit of Contacts and Organizations for the Nonprofit Starter Pack 2 is that it is a non-permanent alternative to person accounts, as that feature cannot be de-activated once active. However, ...
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0answers
133 views

Is there a way to give soft credit to all Affiliated Contacts (NPSP)?

My organizations receives donations from both individuals and foundations. When a foundation donates, I want to give soft credit to everyone associated with the foundation (founders, employees, board ...
2
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1answer
186 views

NPSP - Can you use data loader to update Spouse?

Is it possible to update existing contacts in a household to create relationships? There are too many steps (in my opinion) create a relationship between two members of a household. Thank you!
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1answer
201 views

NPSP did not create an account

Good day everyone, I am installing an NPSP package. After I've set up the NPSP settings, I've try to import a contact by batch. The problem is that, there is no account created after I created a ...
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1answer
350 views

How do you write a test for an apex trigger with NPSP?

I wrote this trigger trigger UpdateScholarShareDate on Contact (before update){ for( Contact con : Trigger.New){ Contact oldCon = Trigger.oldMap.get(con.Id); if( oldCon....
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0answers
65 views

Donations (NPSP) duplicating to cloned contact records

We are using the clone function to duplicate contacts. We noticed when we do this and then add a donation record to one of the contacts (the original contact we cloned from for example), the donation ...