When donation totals on donor records are not showing correctly in NPSP, one common issue is that the Customizable Rollups might be configured incorrectly. Specifically, it's crucial to verify that the correct target custom field is chosen for the rollup calculations.
Steps to Troubleshoot:
Check Customizable Rollups Settings:
Navigate to NPSP Settings -> Donations -> Customizable Rollups.
Review the rollup configurations to ensure that the correct fields are selected as targets for the rollup calculations.
Verify Target Fields:
Confirm that the fields where the totals should appear are correctly mapped in the rollup settings.
Ensure there are no discrepancies or misconfigurations that might cause incorrect calculations.
Review Opportunity Primary Contact:
While the primary contact verification is less likely to affect donation totals directly, it’s good practice to check that the opportunities are correctly associated with the primary contacts.
References:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Configure Customizable Rollups in NPSP
Contribute your Thoughts:
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit