I'm using the Enterprise Edition (set up by a previous employee) and
recently discovered that the reason why the Donations are not rolling
up to Campaigns, is because they are not Opportunities, rather
Donations have been setup as a custom object. Since I would like to
have the additional functionality of the relationships between
Opportunities, Campaigns and Contacts, I'm looking at moving the data
from our custom Donation table into the Opportunity table.
We have the Contacts & Organizations (2.1.2) package installed but no
other NPSP packages. I'm relatively new to SF, but fairly tech savvy
with a background in database design.
The questions I have are:
- Is it necessary to install all 5 components of the NPSP?
- Is it better to install all 5 and simply turn off the components I
don't need. (i.e. Although I can see the power of using Householding,
I'm not sure I'm ready to move to Householding. Similarly with
- Are there any pitfalls or issues I should know about before
exporting/importing donations from our custom object into the
Thanks so much,