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. Follow these steps,


1. Install DataGroomr NPSP Contacts Merge Handler package https://login.salesforce.com/packaging/installPackage.apexp?p0=04tUc000000ZVgrIAG



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=04tUc000000ZVgrIAG



2. Navigate to the Dataset in the Dedupe module and Edit dataset. On the Merge tab enable "Nonprofit (NPSP) contacts merge" under the Advanced section.


 


Hit Save.