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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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NPSP - Error while clearing batch reference in data import

When trying to clear the batch reference in a data import, I am getting this error Error saving record: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: npsp.TDTM_DataImport: execution of AfterUpdate caused by: ...
Ali Marzouk's user avatar
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40 views

Donorbox and Salesforce Integration

I am writing to request guidance on exporting data from DonorBox to Salesforce Sandbox. I found the source of the errors are "With a lot of triggers and classes within NPSP, you can 'turn off' or ...
Smita Ugale's user avatar
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18 views

Automatically import to a staging environment in SF NPSP once file is dropped in SFTP

Our nonprofit organization is currently running on a custom developed CRM, but implementing Salesforce NPSP. The current business process is A donor file is loaded to our SFTP from a telemarketing ...
Amanda's user avatar
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1 vote
1 answer
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Programmatic NPSP Lead Conversion

I have NPSP and a bunch of Leads whose 'Company' fields are filled with 'self' value. I'm using the Apex class which uses Database.LeadConvert to convert leads, but it creates an Organization 'self' ...
RandomNickname23's user avatar
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Automating Scheduling for Reading Program in NPSP - Seeking Advice!

I'm relatively new to Salesforce, and I'm working with a nonprofit to customize their NPSP for a reading program. As part of this effort, I'm building a flow to automate the registration of both ...
askjjeevs's user avatar
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1 answer
117 views

Get NPSP Address object fields in a SOQL query

I wrote the below query and it keeps returning this error: "FROM npsp__Address__c) ^ ERROR at Row:11:Column:6 Didn't understand relationship 'npsp__Address__c' in FROM part of query call. If you ...
Marina 's user avatar
0 votes
1 answer
609 views

Finding NPSP source for TDTM_Opportunity

I've got an error message which contains "npsp.TDTM_Opportunity: execution of AfterInsert" in it. I know the NPSP source is on github, but how can I find the source for that routine so I can ...
paulmorriss's user avatar
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1 answer
239 views

Installing Admissions Connect

I have tried to install Admissions Connect package in dev org, EDA trial org using the link below: https://install.salesforce.org/products/admissions-connect/latest/install But before installing it ...
nica's user avatar
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106 views

NPSP - import contacts with roles (relationships)

In my legacy access file, I have one primary contact and I have another 10 contacts that are related to the primary as family members, friends or coworkers. How can I import everything from one CSV ...
Adam 's user avatar
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0 answers
140 views

TDTM deployment failing with 0% coverage

I am trying to deploy a NPSP TDTM trigger for a custom object to production. The trigger works in the sandbox environment, and the test class provides 91% coverage. When I attempt to deploy to ...
Scott Williams'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
1 vote
0 answers
136 views

How to stop Rollup Helper from triggering NPSP to rename orgs "Anonymous Household"

A bunch of Organizations (aka Accounts) have been renamed to "Anonymous Household", which we did not want renamed. We have the Nonprofit Success Pack installed, which is known to make this ...
Cartographer7's user avatar
0 votes
1 answer
115 views

Is Apex Code Consolidated per object the best way?

Our vendor has consolidated apex per object, however, when they added new apex code for us under a specific object - it is now throwing an error (exceeded CPU limit). When looking at this code, is ...
Caroline Poole's user avatar
1 vote
1 answer
146 views

Does anyone know how to deploy Case Management (caseman) in CumulusCI?

Trying to deploy Case Management for a Client. They have licenses, but I can't get the dependencies to flow right. It's saying I'm missing Action Plan, but I don't know where to get packaging info for ...
rlivingst's user avatar
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0 answers
135 views

Receiving managed package error - Cannot find respective method

I am working with NPSP and their GE_GiftEntry components and am receiving a "Attempt to de-reference a null object". Because it is a managed package there is no stack trace. In dev tools I ...
awh01's user avatar
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1 vote
2 answers
184 views

Best way to package additional modules for 1GP package

We have a first-generation package (let's call it X) on AppExchange. We are building some additional modules (A & B), these modules can't sit inside the main Managed Package X because the ...
d_k's user avatar
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NUllPointerException on TDTM Trigger [duplicate]

I have a TDTM trigger on the Case object which does some simple operations. Problem is, all contact-related fields appear to be null, so I get a nullPointerException error when trying to update one of ...
robruf's user avatar
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1 vote
1 answer
325 views

How do I add active TDTM trigger handler records to an org with CumulusCI?

EDA and NPSP come with Table-Driven Trigger Management (TDTM), a trigger framework that uses records in a custom object to track which "trigger handler" Apex classes are active, rather than, ...
k..'s user avatar
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0 votes
1 answer
632 views

Import Opportunities using Data Loader in NPSP [closed]

I need to import opportunity data to NPSP cloud. Contact lookup to Account. And Opportunities lookup to both Account and Contact. I first imported Contact data using data loader. And then imported ...
Aish's user avatar
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0 votes
1 answer
116 views

EDA: Enabling debug logs

I am working on creating some classes on top of EDA package. Inside the EDA package, there are some debug statements which is controlled by a field Enable_Debug__c on Hierarchy Settings custom ...
nica's user avatar
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2 votes
4 answers
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User unable to delete account with message "There's a problem saving this record..."

I have a user who is not able to delete accounts. The delete menu button is available to them, and the "Delete Account" dialog appears for them, but when they click Delete it shows this ...
curiousdannii's user avatar
1 vote
1 answer
214 views

Turn off Automatic Affiliation Management in test class

We have NPSP installed as a managed package in our org and we have Automatic Affiliation Management turned off. I'm trying to test a trigger I've written on the Affiliation object (...
Joe Harrison's user avatar
0 votes
1 answer
77 views

Setting type of Imported Campaign

I am using NPSP Data Importer Template for importing contacts, accounts and campaigns. Everything works as expected, except that Campaigns are imported as Conference. Is there any way i can change ...
Abdul's user avatar
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0 votes
1 answer
493 views

Update Household Naming Order in NPSP

I would like to update the Household Naming Order field in NPSP. This field controls the order of contacts, which in turn informs the household salutation field (among others). My code successfully ...
Steven Payne's user avatar
0 votes
0 answers
137 views

Manually create NPSP affiliations in Apex trigger

I want to manually create NPSP affiliations between contacts and organisations (Accounts). Because i have a form which allows to create multiple Contacts for an Account, but this contact can represent ...
THEDJA's user avatar
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0 votes
1 answer
492 views

Batch Data Entry no longer supported for Gift Entries in NPSP

I am trying to insert the gift entries to salesforce in NPSP but recently salesforce had blocked the use of Batch Data Entry and it showing the page as follows. Now sure how I am supposed to do the ...
Hunt's user avatar
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0 votes
1 answer
63 views

NPSP Campaign/Volunteer Jobs parent query

We are using NPSP Volunteers for Salesforce package. I am trying to query camapainsg and all associated volunteer jobs. The name of the child relationship, according to the UI, is 'Volunteer_Jobs'. ...
hamayoun's user avatar
  • 2,777
0 votes
2 answers
291 views

Attempt to De-reference a null object in an If statment, but it is not null?

i have some issues with some Lead or Contact records (this method is Contact one) i have a Trigger in before update just passing a List of contact with some criteria got from Trigger.New. This list is ...
user87699's user avatar
0 votes
1 answer
416 views

Salesforce Communities with NPSP- Account for Community members [closed]

I am implementing a salesforce community for a non profit org who have NPSP package installed. We need to provide a self registration page for community members. Each member should have his own ...
Rahul Saxena's user avatar
0 votes
1 answer
28 views

How do you set fields on Household Accounts when upserting contacts?

This customer has household accounts setup for npsp. When upserting a contact, is there a way to set fields on the household account? Or, is the best practice to upsert the contact, then query for ...
PartOfTheOhana's user avatar
6 votes
1 answer
502 views

Help setting up my development environment for building a custom community for existing org

I'm a volunteer developer working with a non-profit to help them implement a "donor account" functionality to let their donors view their past contributions and projects they've contributed to. The ...
Lothaire Ruellan's user avatar
1 vote
1 answer
330 views

How to implement custom object matching for NPSP data import

I'm using the NPSP Data Import advanced mapping to load a custom object as a child of the Account1 object group. I am uploading a spreadsheet like this: Account Name | Custom Object Name Acct1 ...
Mike Porter's user avatar
4 votes
0 answers
152 views

Why is NPSP (Nonprofit Success Pack) dramatically slowing down my code?

I noticed recently in the performance timeline of an Apex test that NPSP is taking an extraordinary amount of time on the database during our tests at mulitple points. (see picture - all highlighted ...
DeviantMango's user avatar
2 votes
1 answer
66 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 ...
Shankish's user avatar
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1 vote
2 answers
807 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], [...
Shane's user avatar
  • 11
0 votes
1 answer
444 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 ...
Harley's user avatar
  • 393
2 votes
3 answers
1k views

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

I am unable to inactive the default managed trigger in NPSP pack of salesforce
akash's user avatar
  • 35
2 votes
1 answer
165 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 ...
Magnus Kreth's user avatar
0 votes
2 answers
116 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 ...
UnrulyElephant's user avatar
1 vote
1 answer
122 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) ...
shaadi's user avatar
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0 votes
1 answer
1k 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 ...
infopico's user avatar
1 vote
1 answer
5k 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 ...
HDR's user avatar
  • 11
0 votes
1 answer
498 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, ...
Suraj's user avatar
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0 votes
1 answer
36 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 ...
SC NWBB's user avatar
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
333 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 ...
user58934's user avatar
0 votes
1 answer
201 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 ...
David's user avatar
  • 309
0 votes
0 answers
701 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
  • 309
-1 votes
1 answer
1k 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?
Anum Goel - BackOffice'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
  • 21