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Why do I get an error when importing data in NPSP?
When I try to import data using the NPSP Data Importer, I get this error “The matching field you chose (Record ID) is not mapped and is required for an Update and Insert operation.” When importing to the NPSP Data Import object, you must insert the records.
How to install NPSP on an existing Salesforce organization?
To install NPSP on an existing Salesforce organization: Visit the NPSP Installer page. Log in to your Salesforce organization by clicking Log In, choosing Production or Developer Edition org or Sandbox org, and entering your login credentials. Review the installation list and click Install.
Which is version of NPSP Am I using?
Loading… List of Salesforce.org NPSP documentation. For general Salesforce documentation, visit help.salesforce.com. Which Version of NPSP Am I Using? Are You Ready to Import Data into NPSP?
Why is my NPSP installation failing to install?
My NPSP installation failed with the error “Unmanaged custom object tab already exists.” This is a common error that is easily fixed. From Setup, enter Tabs in the Quick Find box, then select Tabs under the User Interface menu. Look for the name of the tab mentioned in the error message. Click Del next to the tab name.
What does unknown property mean in Salesforce developer?
The class compiles fine, I’m using the Force.com IDE, so that seems to be okay. But then when I go to save my Visualforce page it gives the following error: Save error: Unknown property ‘TaskTimeEntryController.lstTasksForUser’
Why does NPSP not activate personal email matching rule?
The status still says ‘Activating’. When you install NPSP, matching rules included with NPSP activate on their own. However, an obscure installation issue can sometimes prevent the matching rule from completing activation. If this is the case, clone the NPSP Contact Personal Email Matching Rule and activate it yourself.
How do I Change my NPSP email address?
Go to Setup. Enter Matching Rules in the Quick Find box. Click Matching Rules under Duplicate Management. Click NPSP Contact Personal Email Matching Rule. Click Clone. Change the Rule Name and Unique Name. Click Save. Click Activate. The New Account Donation button, on the Opportunity related list of an Account record, doesn’t work correctly.
Where do I enter my donation information in NPSP?
Either edit the page layout you’re using and uncheck the Required box on the Account field, or use the Contact page layout that comes with NPSP. Click , then click Setup. Click Contact. Click Page Layouts. I entered all my Contacts and their donation information, but every night that data disappears.
How do I import Salesforce data to NPSP?
When importing to the NPSP Data Import object, you must insert the records. You are not matching on existing records at this point; that comes later when you run the utility from the NPSP Data Import tab. Make sure that in the Salesforce Data Import Wizard you have selected –None– for ALL matching fields.
What does preferred column mean in NPSP import?
Also, one of the most confusing things when importing data comes from the “Preferred” columns. For the NPSP Data Import Process, the “Preferred” columns represents “home” or “work” not an actual email or phone number.