Nonprofit Cloud Consultant Changed Nonprofit-Cloud-Consultant Questions

When an international nonprofit adds a translated Relationship picklist value but both Relationship records are displaying incorrectly, the likely cause is that the reciprocal relationship value is missing in the NPSP Settings tab.

Reciprocal Relationship Setup:

In NPSP (Nonprofit Success Pack), relationships between contacts often need to be reciprocal. For example, if Contact A is listed as "Parent" of Contact B, then Contact B should be automatically listed as "Child" of Contact A.

To troubleshoot the error message "Npsp,TDTMCContact

of AfterUpdate caused by : System,SObjectException

field gender_c Contact (npsp)," the admin should:

Check for Invalid Values:

The error indicates that there might be invalid values in the gender field on Contact records.

Review the values in the gender field across the Contact records to ensure they conform to the expected values (e.g., Male, Female, Non-binary).

Steps to Verify and Correct Values:

Use Salesforce reports or data export tools to extract Contact records with gender values.

Check for any discrepancies or invalid entries.

Correct the invalid values by updating the records with appropriate values.

Review Field Mappings and Settings:

Ensure that any field mappings related to the gender field in Relationship settings or Reciprocal Relationships are correctly configured.

By ensuring the gender field values are valid, the admin can resolve the error and ensure smooth execution of the after-update trigger.

References:

Salesforce Help: Managing Custom Fields

Nonprofit Success Pack (NPSP) Documentation: Relationship and Gender Field Settings

When a donor wants to split their gift between two scholarship funds, the consultant should recommend using GAU Allocations:

GAU Allocations:

General Accounting Unit (GAU) Allocations in NPSP (Nonprofit Success Pack) allow for the distribution of a single donation across multiple funds or purposes. This feature supports detailed tracking and reporting on how donations are allocated.

To integrate wealth scoring information into Salesforce, the consultant should recommend using a third-party app from the AppExchange. Here’s the process:

Explore AppExchange:

Visit the Salesforce AppExchange.

Search for wealth scoring or donor prospecting applications.

Evaluate Apps:

Review the available apps that offer wealth scoring and donor analytics.

Evaluate the features, customer reviews, and integration capabilities of each app.

Select an App:

Choose an app that best fits the nonprofit’s requirements for wealth scoring integration.

Popular options include apps like WealthEngine, DonorSearch, or iWave.

Install and Configure the App:

Install the selected app into the Salesforce org.

Follow the configuration steps provided by the app to integrate wealth scoring data with Salesforce records.

Map Wealth Scores to Salesforce Fields:

Map the wealth scoring data fields to the appropriate fields on Salesforce objects, such as Contacts and Opportunities.

Ensure the data is displayed where it is most useful for development officers and other users.

By using a third-party app from the AppExchange, the nonprofit can seamlessly integrate comprehensive wealth scoring information into Salesforce, enhancing their donor prospecting and engagement strategies.

References:

Salesforce AppExchange: WealthEngine

Salesforce Documentation: Install Apps from AppExchange