Fundraising & Donations Extension (pre-1.81)

Fundraising & Donations Extension v1.81 introduces a new and improved concept for Platform Keys. If you are utilising a prior version, you will need to migrate your Platform Key records to this new structure. Failure to do so could result in duplicate records created due to this new structure.

We recommend backing up your data (Setup → Data Export) before completing this upgrade, and performing in a sandbox before performing in Production.

Perform Migration

1. Install the most recent version of the Fundraising & Donations Extension: https://api.movedata.io/installer/npsp-extension

2. Once this has completed, open Developer Console and select Debug → Open Execute Anonymous Window

3. Paste the below script into the Enter Apex Code window. When you do this, ensure the Open Log checkbox is ticked. This will open a log to enable us to see if the job is complete. Click Execute to run the script.

List<md_npsp_pack__Contact_Platform_Key__c> lstContact = new List<md_npsp_pack__Contact_Platform_Key__c>();
List<md_npsp_pack__Account_Platform_Key__c> lstAccount = new List<md_npsp_pack__Account_Platform_Key__c>();

List<md_npsp_pack__Platform_Key__c> lst = [SELECT Id, Name, md_npsp_pack__Platform__c, md_npsp_pack__Platform_Key__c, md_npsp_pack__Contact__c, md_npsp_pack__Account__c FROM md_npsp_pack__Platform_Key__c LIMIT 2000];

System.Debug('List Size: ' + lst.size());

for (md_npsp_pack__Platform_Key__c item : lst) {
    if (item.md_npsp_pack__Contact__c != null) {
        md_npsp_pack__Contact_Platform_Key__c record = new md_npsp_pack__Contact_Platform_Key__c();
        record.md_npsp_pack__Platform__c = item.md_npsp_pack__Platform__c;
        record.md_npsp_pack__Platform_Key__c = item.md_npsp_pack__Platform_Key__c;
        record.md_npsp_pack__Contact__c = item.md_npsp_pack__Contact__c;
        lstContact.add(record);
    }

    if (item.md_npsp_pack__Account__c != null) {
        md_npsp_pack__Account_Platform_Key__c record = new md_npsp_pack__Account_Platform_Key__c();
        record.md_npsp_pack__Platform__c = item.md_npsp_pack__Platform__c;
        record.md_npsp_pack__Platform_Key__c = item.md_npsp_pack__Platform_Key__c;
        record.md_npsp_pack__Account__c = item.md_npsp_pack__Account__c;
        lstAccount.add(record);
    }
}

System.Debug('Contact List Size: ' + lstContact.size());
System.Debug('Account List Size: ' + lstAccount.size());

if (lstContact.size() > 0) insert lstContact;
if (lstAccount.size() > 0) insert lstAccount;

delete lst;

4. Once the execution has completed, the log should open automatically. Click the Debug Only toggle to identify the number of records which have been migrated in that execution. If List Size in the debug output is greater than 0, then rerun the script. Rerun until you get to 0. Once all records are migrated, the Debug Log (with the Debug Only toggle checked) will look like this:

System.DmlException in Migration

In rare cases you may get the following error when performing your migration:

System.DmlException: Insert failed. First exception on row 440; first error: DUPLICATE_VALUE, duplicate value found: md_npsp_pack__Platform_Key__c duplicates value on record with id: a1t980000003zBr

In this scenario, perform the following to remove the offending record:

Open the offending record
- If the ID is a1t980000003zBr, and your Salesforce domain is domain.lightning.salesforce.com, then open domain.lightning.salesforce.com/a1t980000003zBr
Note the value for Platform Key
- For example, funraisin:2242
Open Developer Console and select Query Editor nd enter the following (substituting funraisin:2242 for your specific Platform Key)

SELECT Id, Name, md_npsp_pack__Platform__c, md_npsp_pack__Platform_Key__c, md_npsp_pack__Contact__c, md_npsp_pack__Account__c FROM md_npsp_pack__Platform_Key__c WHERE md_npsp_pack__Platform_Key__c = 'funraisin:2242'

Copy the ID to open the record
- If the ID is b6h560000007jFm, and your Salesforce domain is domain.lightning.salesforce.com, then open domain.lightning.salesforce.com/b6h560000007jFm
Delete the record
Rerun the script to complete your migration