NPSP stands for Nonprofit Success Pack, which is a set of managed packages developed by Salesforce.org to help nonprofits and educational institutions better manage their operations and relationships with their constituents. It is built on top of the Salesforce platform and provides a range of tools and functionality to help organizations manage fundraising, donor management, program management, and volunteer management.
The Nonprofit Success Pack is designed to be flexible and customizable, so that organizations can tailor it to meet their specific needs. It is also free to use for eligible organizations, and can be downloaded and installed from the Salesforce AppExchange. The NPSP has become a popular solution for nonprofits and educational institutions, and has helped many organizations streamline their operations and improve their impact.
Issue: In NPSP, associated households may be orphaned when contacts merged
Learn more: 'Household Account' name changes to 'Anonymous Household' (salesforce.com)
Recommended Salesforce solution to work around this issue is to use NPSP merge Find and Merge Duplicate Contacts (salesforce.com)
Solution
Replace standard Salesforce merge with the Custom Contacts Merge using Supervisr's API Integration. Follow these steps,
1. Install package https://login.salesforce.com/packaging/installPackage.apexp?p0=04tUc000000W4OfIAK
Note: Select Compile only the Apex in the package under Advanced Options.
Tip: To install in Sandbox replace "login." with "test.": https://test.salesforce.com/packaging/installPackage.apexp?p0=04tUc000000W4OfIAK
2. Navigate back to DataGroomr to configure API Endpoint for merge contacts
In DataGroomr, navigate to Supervisr > API Integration. Click Add Endpoint button, select Handler.
Within the Add Endpoint configuration, add the below details:
Endpoint Url: https://{ORG_DOMAIN}.my.salesforce.com/services/apexrest/mergeContacts/mergeContacts
Events: Merge
Datasets: your Contact dataset(s)
Tip: For Sandbox, the URL format is slightly different,
https://{ORG_DOMAIN}--{SANDBOX_NAME}.my.salesforce.com/services/apexrest/mergeContacts/mergeContacts
Switch to the Test tab and check that integration is working. Hit Save.
Note: If you have a Salesforce feature Contacts to Multiple Accounts enabled and would like DataGroomr merge to resolve redundant relations, navigate to DG_Contact_Merger_NPSP.aspx and uncomment two blocks of code marked with these:
- uncomment this method if "Contacts to Multiple Accounts" feature is enabled
- uncomment the line below if "Contacts to Multiple Accounts" feature is enabled