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NPSP Fundraising & Donations Extension

Understanding NPSP Integration#

What is Nonprofit Success Pack (NPSP)?#

Nonprofit Success Pack (NPSP) is Salesforce's free managed package that provides nonprofit organisations with enhanced data models, automation, and functionality specifically designed for fundraising operations. NPSP includes:

  • Enhanced Contact and Account Models: Household accounts, organizational affiliations, and relationship tracking
  • Opportunity Management: Donation tracking with nonprofit-specific fields and rollup calculations
  • Campaign Hierarchy: Multi-level campaign structures for events, appeals, and peer-to-peer fundraising
  • Recurring Donations: Automated pledge and installment management
  • General Accounting Units (GAUs): Program designation and allocation tracking

Extension Architecture#

The NPSP Fundraising & Donations Extension leverages NPSP's data model and automation to ensure fundraising data integrates correctly with your existing nonprofit workflows.

NPSP-Specific Data Handling#

Contact and Account Management#

Household Account Model

  • Automatically creates household accounts using NPSP's standard model
  • Respects NPSP contact-to-account relationships
  • Maintains proper address management through NPSP's address framework
  • Uses NPSP duplicate rules for contact matching and merging

Organisational Accounts

  • Creates organisational accounts for corporate donations
  • Establishes proper contact-to-account affiliations
  • Supports NPSP's organisational account structure

Opportunity Processing#

NPSP Opportunity Fields The extension populates NPSP-specific opportunity fields including:

  • npsp__Primary_Contact__c: Links the primary donor contact
  • npsp__Honoree_Name__c: Captures tribute donation information
  • npsp__Tribute_Type__c: Memorial, honour, or celebration designations
  • NPSP opportunity naming conventions for consistency

Contact Roles

  • Leverages NPSP's automatic contact role creation through the Primary Contact field
  • Eliminates duplicate contact role creation
  • Maintains proper donor-to-opportunity relationships

Campaign Hierarchy#

Multi-Level Structure

  • Creates nested campaign hierarchies to reflect fundraising platform structures
  • Parents individual fundraising pages under team campaigns
  • Links team campaigns to parent events or appeals
  • Maintains campaign member relationships through NPSP automation

Recurring Donations#

NPSP Recurring Donation Objects

  • Creates npe03__Recurring_Donation__c records for subscription-based giving
  • Generates pledged opportunities using NPSP's instalment framework
  • Updates opportunities from "Pledged" to "Closed Won" as payments process
  • Supports various recurring donation statuses and frequencies

General Accounting Units (GAUs)#

Program Designation Integration

  • Maps fundraising platform program designations to NPSP GAUs
  • Creates npsp__General_Accounting_Unit__c records as needed
  • Generates npsp__Allocation__c records linking GAUs to opportunities
  • Supports percentage-based allocations for multi-program donations

Extension Configuration#

Prerequisites#

Before installing the NPSP extension, ensure:

  • MoveData is installed
  • Salesforce NPSP is installed and configured
  • NPSP settings are properly configured for your organisation
  • Required NPSP objects have appropriate permissions

The MoveData NPSP Fundraising & Donations Extension can be installed directly from:

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