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npsp's Introduction

Salesforce Nonprofit Success Pack

Important Note

In 2023, Salesforce launched the Nonprofit Cloud which is at the foundation of Salesforce for Nonprofits. Nonprofit Cloud helps teams unify their data to work beyond silos and better collaborate, share, learn from, and use their data. Use Nonprofit Cloud as your a single solution to begin or continue in your digital transformation journey. Read more about the new Nonprofit Cloud. Some key highlights:

  • Salesforce will to continue support our managed package products, including the Nonprofit Success Pack. Tens of thousands of customers use our current managed package products to achieve great results.
  • Many of our ISV partners are building fantastic solutions for our managed packages as well as the new Nonprofit Cloud. We’re working with these partners to ensure that they understand our new product architecture, and are able to bring their years of experience and learnings to the new Nonprofit Cloud.
  • Salesforce remains deeply committed to nonprofit pricing. There are many new capabilities within the new Nonprofit Cloud and we work hard to maintain our nonprofit discounts across the new products. Our goals are to simplify access to nonprofit technology and make it easier for customers to get started.
  • Salesforce continues to grant free licenses with the Power of Us Program for the managed packages and Nonprofit Cloud. With Nonprofit Cloud, the Power of Us program also includes more features than ever to accelerate and deepen the nonprofit experience.
  • Take the new product for a test drive. Sign-up for a Nonprofit Cloud Trial org.
  • Visit the Nonprofit Hub to chat with others about how nonprofits use Salesforce for social good.

For Nonprofit Success Pack Users and admins

Try out the Nonprofit Success Pack

You can install NPSP utilizing our custom application installer into any Developer Edition, Sandbox or Enterprise Edition Salesforce org.

Try out the New Nonprofit Cloud

Meta

The Nonprofit Success Pack (“NPSP”) is an open-source package licensed by Salesforce.org (“SFDO”) under the BSD-3 Clause License, found at https://opensource.org/licenses/BSD-3-Clause. ANY MASTER SUBSCRIPTION AGREEMENT YOU OR YOUR ENTITY MAY HAVE WITH SFDO DOES NOT APPLY TO YOUR USE OF NPSP. NPSP IS PROVIDED “AS IS” AND AS AVAILABLE, AND SFDO MAKES NO WARRANTY OF ANY KIND REGARDING NPSP, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, FREEDOM FROM DEFECTS OR NON-INFRINGEMENT, TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW. SFDO WILL HAVE NO LIABILITY ARISING OUT OF OR RELATED TO YOUR USE OF NPSP FOR ANY DIRECT DAMAGES OR FOR ANY LOST PROFITS, REVENUES, GOODWILL OR INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, EXEMPLARY, COVER, BUSINESS INTERRUPTION OR PUNITIVE DAMAGES, WHETHER AN ACTION IS IN CONTRACT OR TORT AND REGARDLESS OF THE THEORY OF LIABILITY, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR IF A REMEDY OTHERWISE FAILS OF ITS ESSENTIAL PURPOSE. THE FOREGOING DISCLAIMER WILL NOT APPLY TO THE EXTENT PROHIBITED BY LAW. SFDO DISCLAIMS ALL LIABILITY AND INDEMNIFICATION OBLIGATIONS FOR ANY HARM OR DAMAGES CAUSED BY ANY THIRD-PARTY HOSTING PROVIDERS.

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npsp's Issues

As a sysadmin, I want all of my existing Household__c data natively ported to the new Household Account model, including custom fields, so that my transition to the new model is as smooth as possible for my users.

  • This is a large story and will need to be broken down into smaller stories
  • Existing Household__c data including custom fields, should be transferred to mapped custom fields on the Account

- Naming exclusions on the Contact level (npo02_SYSTEM_Naming_Exclusions__c) should be transferred

Build failure - Cumulus.dev

BUILD FAILED
/var/lib/jenkins/workspace/build_Cumulus_feature.xml:8: FAILURES:
Test failure, method: npe03.RecurringDonations_TEST.insertOpportunities -- System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, RD_RecurringDonations: execution of AfterInsert

caused by: System.QueryException: No such column 'Last_Payment_Date__c' on entity 'npe03__Recurring_Donation__c'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names.

Trigger.RD_RecurringDonations: line 86, column 1: [] stack (npe03)

Test failure, method: RD_RecurringDonations_TEST.closeOppForOpenEndedRecurringDonationQuarterly -- System.AssertException: Assertion Failed: Expected: 5, Actual: 6 stack Class.RD_RecurringDonations_TEST.closeOppForOpenEndedRecurringDonationQuarterly: line 716, column 1

Total time: 8 minutes 22 seconds
Build step 'Invoke Ant' marked build as failure
Sending e-mails to: [email protected]
Finished: FAILURE

As a developer, I want to move all Affiliations related code into the Cumulus org, matching Cumulus naming and file standards, so that I can separate my logic from my model.

  • All Affiliations functionality is duplicated in Cumulus
  • All Affiliations tests run successfully in Cumulus
  • All Affiliations tests reside in their own classes
  • All Affiliations classes conform to Cumulus naming standards
  • All triggers in Affiliations are deleted or emptied
  • All Cumulus tests will be modified to point to new Affiliations base classes
  • All API versions bumped up to v28

As a developer, I can use triggers to replace any need to use workflows in Cumulus, so that our solution is easier to manage.

We still have ~10 workflows in the Contact & Orgs package. They are currently marked inactive, but they cannot be deleted. We need to decide whether we want to replace these with trigger code, or whether we need to reactivate them again.

This also includes the two default validation rules provided in the template that are on Contact.

Some good info on this issue we should review before making a decision:

Matthew Scholtz (Percolator Consulting)
Random tip for you devs: sometimes having apex triggers and WF field updates on the same object can cause the trigger to fire twice, and the 2nd time it fires it's unaware of what came before. If your trigger is doing something that shouldn't be repeated, like creating records, this can be a problem. This generally bites me like once per year. Good discussion of it here: http://salesforce.stackexchange.com/questions/4979/trigger-behavior-with-field-update and here: http://salesforce.stackexchange.com/questions/109/workflow-rule-causing-trigger-to-fire-twice

David Manelski
Good advice, and frankly a warning against melding both declarative automation (workflow field updates) and triggers together on the same object.

Matthew Scholtz (Percolator Consulting)
Right. But sometimes this is very hard to avoid. For instance, the NPSP has a number of WF rules on Contact that do field updates. So if you write triggers on Contact, watch out for this. Plus you never know when an admin will create new WF in the future, so may be best to inoculate triggers on common objects against this.

As a developer, I want to move all Recurring Donations related code into the Cumulus org, matching Cumulus naming and file standards, so that I can separate my logic from my model.

  • All Recurring Donations functionality is duplicated in Cumulus
  • All Recurring Donations tests run successfully in Cumulus
  • All Recurring Donations tests reside in their own classes
  • All Recurring Donations classes conform to Cumulus naming standards
  • All triggers in Recurring Donations are deleted or emptied
  • All Cumulus tests will be modified to point to new Recurring Donations base classes
  • All API versions bumped up to v28

As a developer, I want to move all Households related code into the Cumulus org, matching Cumulus naming and file standards, so that I can separate my logic from my model.

  • All Households functionality is duplicated in Cumulus
  • All Households tests run successfully in Cumulus
  • All Households tests reside in their own classes
  • All Households classes conform to Cumulus naming standards
  • All triggers in Households are deleted or emptied
  • All Cumulus tests will be modified to point to new Households base classes
  • All API versions bumped up to v28
  • Includes Opportunity Rollups code moving as is into Cumulus.

NOTE: this Story does NOT include supporting the new HH Account model. It is just getting current feature parity with HH into Cumulus.

dev branch deploy fails with 4 errors

From the Jenkins build of current dev branch when using Affiliations 1.9, Recurring Donations 2.9, and Relationships 2.9:

BUILD FAILED
/var/lib/jenkins/workspace/build_Cumulus_feature.xml:8: FAILURES:
Error: classes/STTG_AffilationsSetttings_TEST.cls(STTG_AffilationsSetttings_TEST):Not in package.xml
Error: classes/STTG_AffiliationsSettings_CTRL.cls(STTG_AffiliationsSettings_CTRL):Not in package.xml
Error: triggers/Affiliations.trigger(Affiliations):Not in package.xml
Error: pages/STTG_affiliationsSettings.page(STTG_affiliationsSettings):Apex class 'STTG_AffiliationsSettings_CTRL' does not exist

As a developer, I want to see the full Apex test output when a Jenkins job fails so I don't have to manually run another ant command to see the failure in Jenkins.

Currently, you see this:
BUILD FAILED
/var/lib/jenkins/workspace/build_Cumulus_feature.xml:8: Failed to obtain result from server within specified time of 200sec.
Execute following command to obtain the results later: ant test -Dsf.asyncRequestId=04si0000000xxxxxxx

You then have to go to the Jenkins server and run the command to see the test failure status.

This will likely require using a shell script to parse the output from the first ant job and running the second to add to the Jenkins console log.

As a developer, I want to move all Contacts and Organizations related code into the Cumulus org, matching Cumulus naming and file standards, so that I can separate my logic from my model.

  • All C&O functionality is duplicated in Cumulus
  • All C&O tests run successfully in Cumulus
  • All C&O tests reside in their own classes
  • All C&O classes conform to Cumulus naming standards
  • All triggers in C&O are deleted or emptied
  • All Cumulus tests will be modified to point to new C&O base classes
  • All API versions bumped up to v28

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