Full Access Salesforce Nonprofit-Cloud-Consultant Tutorials

When a consultant is about to begin a data project with a nonprofit to clean up Opportunity data and needs to temporarily disable NPSP Triggers for performance reasons, it is typically necessary when uploading a large volume of records, such as 1 million new Contact records.

Steps:

Log in to Salesforce: Access the Salesforce org with NPSP installed.

Navigate to NPSP Settings: Go to the App Launcher, search for "NPSP Settings", and select it.

Disable Triggers:

In the NPSP Settings, expand "Bulk Data Processes" and then "TDTM".

Find the specific triggers related to the data being uploaded.

Disable the relevant triggers by unchecking the "Active" checkbox.

Save the changes.

Perform Data Upload:

Use a data loader or similar tool to upload the 1 million Contact records.

Ensure data integrity and verify successful upload.

Re-enable Triggers:

After the data upload is complete, go back to the NPSP Settings.

Re-enable the previously disabled triggers by checking the "Active" checkbox.

Save the changes.

Verify and Test: Confirm that the triggers are working correctly and that the data has been uploaded properly.

References:

CertGod Nonprofit Cloud Consultant Guide

If the NPSP 00 - Error Processing job is accidentally deleted, you can recreate it using the NPSP settings. Here’s how:

Access NPSP Settings:

Navigate to the App Launcher and search for "NPSP Settings".

Go to Bulk Data Processes:

In the NPSP Settings, find the "Bulk Data Processes" section.

Batch Process Settings:

Click on "Batch Process Settings".

Here, you can find options to recreate various batch jobs, including the NPSP 00 - Error Processing job.

Recreate the Job:

Follow the prompts to recreate the NPSP 00 - Error Processing job.

Save your settings.

By using the NPSP Settings to recreate the job, you ensure that the necessary error processing is back in place without needing to manually configure or contact support.

References:

Salesforce NPSP Documentation: Batch Process Settings

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

To ensure that the status for a Campaign Member on a fundraising campaign is automatically updated when a donation is received from that Contact, the Automatic Campaign Member Management feature in NPSP can be used. Here’s how to enable and configure it:

Navigate to NPSP Settings:

Go to Setup.

In the Quick Find box, type "NPSP Settings" and select it.

Enable Automatic Campaign Member Management:

In the NPSP Settings, navigate to "Donations".

Find the "Automatic Campaign Member Management" section.

Enable this feature by checking the corresponding box.

Configure the Settings:

Define the criteria for when and how Campaign Member statuses should be updated. For example, you can specify that the status should change to "Responded" when a donation is received.

Save Settings:

Save the changes to activate the automatic updates.

This setup ensures that Campaign Member statuses are updated automatically based on the criteria defined, reducing manual effort and improving accuracy.

References:

"Automatic Campaign Member Management" from Salesforce Help: Automatic Campaign Member Management

"NPSP Settings Overview" from Salesforce.org: NPSP Settings

To capture information for grants and easily access previous grant details, the following setup can be used in Salesforce:

Previous Grant/Gift Opportunity Lookup Field:

Add a lookup field on the Opportunity object called "Previous Grant/Gift Opportunity".

When creating a new grant Opportunity, fill in this field with the previous grant's Opportunity record.

Is Grant Renewal Checkbox:

Add a checkbox field on the Opportunity object called "Is Grant Renewal".

Check this box for Opportunities that are renewals of previous grants.

Grant Tracking and Reporting:

This setup allows easy tracking of grant renewals and provides a straightforward way to report on grants and their renewals.

Use reports and dashboards to summarize and analyze grant data, including renewals.

By linking each renewal grant to the original grant Opportunity, you maintain a clear record of the grant history, making it easy to access previous grant information and analyze grant renewals.

References:

"Grant Management Best Practices" from Salesforce Help: Grant Management

"Nonprofit Success Pack Grant Management" from Salesforce.org: NPSP Grant Management