Customizable Rollups in NPSP provide a flexible way to manage rollup calculations for donations and

other records. However, once Customizable Rollups are enabled, the action is irreversible. This

means you cannot revert to the standard rollup settings after enabling Customizable Rollups.

Steps to Enable:

Enable Customizable Rollups:

Navigate to NPSP Settings -> Donations -> Customizable Rollups.

Enable the Customizable Rollups feature.

Configure Rollups:

Set up the necessary rollup rules and configurations to match the nonprofit's data tracking and

reporting needs.

Reference:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Configure Customizable Rollups in NPSP

To ensure information appears on both the Opportunity and Payment records without entering it

twice, the following steps should be taken:

Create Custom Fields on the Payment Object:

Identify the fields that need to be shared between the Opportunity and Payment records.

Go to the Payment object in Salesforce and create custom fields that match those on the Opportunity

object.

Create Payment Mappings in NPSP Settings:

Navigate to NPSP Settings.

Go to the “Donations” section and find “Payment Mappings.”

Set up mappings to link Opportunity fields to the corresponding Payment fields.

This ensures that when an Opportunity is created or updated, the relevant data is automatically

copied to the Payment record.

By creating custom fields and setting up payment mappings, the required information will be

synchronized between Opportunity and Payment records, eliminating the need for duplicate data

entry.

Reference:

Salesforce Nonprofit Success Pack (NPSP) documentation on Payment Mappings

CertGod Nonprofit Cloud Consultant guide​

When loading a large volume of data, such as 5 million donation history records, into Salesforce, it is

essential to temporarily disable TDTM (Trigger Handler Framework) to ensure the data load is

successful. TDTM triggers can slow down or interrupt the data load process due to the large volume

of records being processed.

Steps:

Go to Setup > Custom Metadata Types.

Select "Trigger Handlers."

For each trigger handler, uncheck the "Active" checkbox to temporarily disable it.

Perform the data load using Data Loader or another data import tool.

Once the data load is complete, re-enable the TDTM Trigger Handlers by checking the "Active"

checkbox for each trigger handler.

Reference:

CertGod Nonprofit Cloud Consultant Guide: Advises on the importance of managing TDTM triggers

during large data loads​​.

Salesforce Documentation on TDTM: Provides instructions on managing and disabling TDTM triggers.

https://powerofus.force.com/s/article/NPSP-Merging-Contacts

When a staff member receives an error while attempting to merge duplicate contacts, it is often due

to insufficient permissions. Creating a Permission Set with "Modify All" on Contacts and Accounts

and assigning it to the staff member will grant the necessary permissions to perform merges. This

Permission Set will override the default profile permissions and provide the required access to

manage and merge contacts.

Steps:

Go to Setup > Permission Sets.

Click "New" to create a new Permission Set.

Name the Permission Set appropriately (e.g., "Contact Merge Permissions").

In the Permission Set, navigate to Object Settings.

Select Contacts and Accounts.

Check the "Modify All" checkbox for both objects.

Save the Permission Set.

Assign the Permission Set to the staff member by navigating to the user's profile and adding the

Permission Set.

Reference:

CertGod Nonprofit Cloud Consultant Guide: Discusses the importance of appropriate permissions for

merging records​​.

Salesforce Documentation on Permission Sets: Details the steps for creating and assigning Permission

Sets.

https://trailhead.salesforce.com/en/content/learn/modules/campaign-management-with-nonprofitsuccess-pack/manage-campaign-responses

To track that a donor responded to the most recent direct mail campaign, the consultant should

configure the Automatic Campaign Member Management feature. This feature in NPSP helps

automatically manage Campaign Memberships based on related opportunities, streamlining the

process of tracking campaign responses.

Steps to Configure:

Enable Automatic Campaign Member Management:

Navigate to NPSP Settings -> Donations -> Campaigns.

Enable Automatic Campaign Member Management.

Link Opportunities to Campaigns:

Ensure that when entering donations, the related Opportunity records are linked to the appropriate

Campaigns.

This linkage will automatically update the Campaign Member records to reflect the donor’s response

to the campaign.

Verify Campaign Membership:

Check the Campaign Member records to ensure that the donors are correctly marked as having

responded to the campaign based on the linked Opportunities.

Reference:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Track Campaign Responses with NPSP

To load 45,000 records into Salesforce from a single flat file:

Data Loader: This tool is designed for bulk data import and export, handling large volumes of records

efficiently. It supports complex data mappings and transformations required for importing donor,

donation, and payment processing records.

Large Volume Handling: Data Loader can process up to millions of records, making it suitable for the

task at hand.

Using Data Loader ensures that the records are imported accurately and efficiently, with the ability to

handle data transformations as needed.

Reference:

Salesforce Data Loader Documentation

Salesforce Trailhead: Data Management Tools

When a nonprofit organization is informed of a deceased donor and wants to ensure that the donor

no longer appears on any mailing lists, the appropriate action is to select the "Deceased" field on the

donor's contact record. Here’s how to do it:

Navigate to the Contact Record:

Go to the Contacts tab in Salesforce.

Search for the donor’s contact record and open it.

Select the Deceased Field:

Locate the "Deceased" checkbox on the contact record.

Check the box to mark the contact as deceased.

Additional Actions:

Ensure that any automated processes or workflows related to email and mailing lists exclude

contacts marked as deceased.

Update any relevant lists or segments to remove the deceased donor from future communications.

Implications of Marking a Contact as Deceased:

The contact will no longer be included in email or direct mail campaigns.

The contact record is retained in Salesforce for historical and reporting purposes, preserving donation

history and other relevant information.

Reference:

Salesforce NPSP Documentation: Managing Contact Records

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

When a nonprofit creates a custom Opportunity Name for all in-kind gifts, it is important to

understand how this change impacts existing and new Opportunity records. The Refresh All

Opportunity Names utility can be used to update the names of existing Opportunities to match the

new naming convention. Additionally, the custom Opportunity Name Format will only apply to new

Opportunities that match the specified record type.

Steps:

Update the Opportunity Name Format settings to reflect the new naming convention for in-kind gifts.

Use the Refresh All Opportunity Names utility to apply the new naming convention to existing

Opportunities. This ensures consistency across all records.

Inform users that the new naming convention will only be automatically applied to new

Opportunities created with the matching record type going forward.

Monitor the changes and verify that the updated names meet the nonprofit's requirements.

Reference:

CertGod Nonprofit Cloud Consultant Guide: Provides guidance on updating Opportunity names and

using utilities for bulk updates​​.

Salesforce Documentation on Opportunity Name Formats: Details the steps for configuring and

applying custom naming conventions.

Changes to Engagement Plan Templates in Salesforce only affect newly created Engagement Plans.

Here’s why:

Template Changes Application:

When an Engagement Plan Template is modified, the changes are not retroactively applied to

existing Engagement Plans. Only new plans created after the modification will reflect the changes.

Create New Engagement Plans:

For the development manager to see the changes, new Engagement Plans need to be created using

the updated template. Existing plans will retain the configuration they had at the time of creation.

Communicate Changes:

Inform relevant stakeholders about this behavior to manage expectations and plan accordingly.

Consider cloning existing Engagement Plans if updates are necessary, applying the new template

configurations.

Review Documentation:

Refer to Salesforce documentation on Engagement Plans for detailed information on how templates

and plan instances work.

Reference:

Salesforce Engagement Plan Documentation

Salesforce Nonprofit Success Pack (NPSP) Resources

Salesforce Trailhead: Configure Nonprofit Success Pack Engagement Plans

Salesforce.org recommends using the Affiliations object to address the complexity of tracking donors

who have relationships with many different Accounts. The Affiliations object is designed to manage

and represent the various roles and relationships that a Contact can have with multiple Accounts.

This is especially useful for non-profit organizations that need to track complex and multifaceted

relationships between donors and organizations.

Understanding Affiliations in NPSP:

Affiliations are used to track the various roles a Contact has with different Accounts.

Each Affiliation record links a Contact to an Account, along with a Role and a Status.

This allows organizations to manage and report on the different ways Contacts are connected to

multiple Accounts.

Setting Up Affiliations:

In NPSP (Nonprofit Success Pack), navigate to the App Launcher and select "NPSP Settings."

Under the Affiliations section, you can configure different settings related to Affiliations, such as

default role values and Affiliation mappings.

Creating and Managing Affiliations:

When creating a new Contact or updating an existing one, you can add Affiliation records to link the

Contact to various Accounts.

Navigate to the Contact's detail page, and in the Affiliations related list, click "New Affiliation."

Fill out the required fields such as Account, Role, and Status, then save the record.

Using Affiliations for Reporting:

Affiliations can be included in reports to analyze the relationships Contacts have with multiple

Accounts.

For example, you can create a report to show all Contacts and their respective roles in various

organizations, which helps in understanding the network and influence of donors.

Benefits of Using Affiliations:

It provides a structured way to manage complex donor relationships.

Enhances reporting capabilities by allowing detailed analysis of donor connections.

Improves data accuracy by avoiding duplicate records and ensuring each Contact's relationships are

properly tracked.

Reference:

CertGod Nonprofit Cloud Consultant study guide: "Which Salesforce object does Saleforce.org

recommend using to address this complexity?" ​​

Salesforce Nonprofit Success Pack documentation on Affiliations: "Manage and represent the various

roles and relationships that a Contact can have with multiple Accounts."