Program Engagements with or without Household Account

Service Participants with orwithout Program Engagement

Contacts with or without Relationships

Contacts with or without Service Participants

Check if the user has access to the Apex Class for Manage Households.

Check if the Campaign ID filter in the Campaign Household Mailing List report is unlocked.

Check if the user has the View Reports in Public Folders system permission.

Check if the user has access to Households via Role hierarchy.

Click on "Setup" and navigate to "Schema Builder".

Install a third-party app from theAppExchange to extract the metadata.

Reference the NPSP Public Data Dictionary.

Click on "Setup" and navigate to "Objects and Fields".

Use the Salesforce Data Loader to upload the spreadsheet and then manually check for duplicates and use the NPSP Contact Merge tool to de-duplicate records.

Upload the spreadsheet using the NPSP Data Importer andassociate the individuals with Opportunities and Recurring Donations.

Use the Salesforce Import Wizard to upload the spreadsheet and then de-duplicate records using the NPSP Contact Merge tool.

Upload the spreadsheet using the NPSP Data Importer andassociate the individuals with Opportunities and Campaigns.

Add Program Management Module to track courses and training participation.

Add Volunteers for Salesforce to track courses and training participation.

Use Engagement Plans for donor engagement that includes courses and training participation.

Use Education Data Architecture to track fundraising, courses, and training participation.

Tell the staff member to select only two instead of three contacts when using Contact Merge.

Make the staff membera system admin.

Create a Permission Set with Modify All on Contacts and Accounts and assign it to the staff member.

Tell the staff member to merge Contacts from the View Duplicates component.

Import Wizard

Data Loader

NPSP Data Import

ETL Tool

Permission Sets

Sharing Rules

License Type

Role Hierarchy