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Product Documentation

Common Health Check Errors

Run a Health Check in Your Org

After installing, upgrading, or migrating to Nonprofit Success Pack, you should run the Health Check to ensure everything went smoothly. Health Check looks through your org for any data inconsistencies or errors and reports back with the type of error and a description of what went wrong.

  1. Navigate to the Nonprofit Success Pack application (if you're not already there). Click the App Launcher, then click Nonprofit Success Pack (NPSP).
    Note
    The application may be labeled "Nonprofit Starter Pack".

    Salesforce instance highlighting the App Launcher.

  2. In the navigation bar, click NPSP Settings. If you don't see NPSP Settings, you may need to click More.
  3. On the NPSP Settings page, click System Tools, then click Health Check.

  4. Click Run Health Check.

Review the sections below to learn about some common Health Check errors.

Opportunity Contact Roles (aka Duplicate Primary Opportunity Contact Roles)

Error Text: There were X opportunities found that had more than one Opportunity Contact Role marked as Primary. Having multiple OpportunityContactRoles marked Primary can cause Opportunity rollups, such as Total Gifts, to be incorrectly calculated. View these Opportunities by running the Opportunities with Primary Contact Roles report in the NPSP Health Check reports folder, and looking at the records with 2 or more Primary Contact Roles.

Reason: There are one or more opportunities that have two or more related Opportunity Contact Roles marked as primary. This can happen if someone enters a Primary Contact Role for an opportunity that already has one, either manually or via data import tool such as the Salesforce Data Loader. This can cause issues with reports and other data, as Opportunity rollups may be miscalculated.

Steps to Fix: Find out which opportunities are affected by running the Opportunities with Primary Contact Roles report. Then, ensure that each Opportunity only has one Contact Role marked as Primary.

  1. Click the Reports tab.
  2. In the left menu, click All Folders.
  3. Click NPSP Health Check.
  4. Click the Opportunities with Primary Contact Roles report. Opportunities with more than one contact role will appear at the top.
    Note
    The report is limited to Opportunities with a Close Date in the last 90 days, so you may need to adjust the date filter.
    Opportunities with Primary Contact Roles sample report.
  5. In the report, click the Opportunity Name of an opportunity you need to fix.
  6. Go to the Contact Roles related list. You should see a listing of all the roles marked as Primary:

  7. Edit or delete each role until you're left with a single Contact Role marked as primary.
  8. Repeat this process for all affected opportunities. If you have a large amount of opportunities, consider using the Data Importer.

Account Data (aka Orphaned One-to-One Accounts)

Error Text: There are X One-to-One Accounts who have no Contacts. Consider deleting these unused One-to-One Accounts to save space.

Reason: There are one or more One-to-One Accounts (the _SYSTEM: AccountType field value is One-to-One Individual) that have no related Contacts or a blank Primary Contact field. This can happen after migrating from one Account Model to another or if all Contacts get deleted from a particular Account but the Account itself isn't deleted.

Steps to Fix: Ensure that all One-to-One Individual Accounts have related Contacts.

  1. To identify the Accounts causing the error, run a report with this criteria:
    • _SYSTEM: AccountType equal to One-to-One Individual
    • Number of Household Members set to 0
  2. For each Account listed, either add Contacts or delete the Account (if it's no longer used).

Account Model Data (aka Incorrect Account Model Data)

Error Text: X Account records using the Household Account [or One-to-One Individual] record type do not have their System fields correctly set. For Household Accounts, make sure npe01__SYSTEM_AccountType__c is 'Household Account'. For One-to-One Accounts, make sure npe01__SYSTEM_AccountType__c is 'One-to-One Individual'. Also make sure for both, npe01__SYSTEMISINDIVIDUAL__c is true.

Reason: This can often happen after an upgrade to Nonprofit Success Pack or a migration between Account Model types. If you're migrating to the Household Account Model from the One-to-One or vice versa, you may get this error if the npe01__SYSTEM_AccountType__c does not match the proper record type. Additionally, you may have inadvertently changed some of these (particularly if they are exposed on your page layouts). This can impact how NPSP deals with your data, as it may not be sure which Account record is which.

Steps to Fix: Find out which Accounts are affected by running the Individual Accounts by Account Type report. Then, update the affected Accounts' _SYSTEM: AccountType field.

  1. Click the Reports tab.
  2. In the left menu, click All Folders.
  3. Click NPSP Health Check.
  4. Click Individual Accounts by Account Type. This report shows the individual Accounts by _SYSTEM: AccountType.

    Individual Accounts screen showing different Accout Types

  5. To view a detailed list of Accounts, click in the upper right corner, then select the Details checkbox. Click Apply.
  6. Click on the name of an Account you need to fix. This takes you to the Account details.
  7. Click Edit.
  8. Change the value in the _SYSTEM: AccountType field to match the Record Type selected as the Account Model in NPSP Settings.
    Note
    If you don't see the _SYSTEM: AccountType field, you may need to add it to your Account page layout.
  9. Click Save.
  10. Repeat these steps for each Account whose _SYSTEM: AccountType needs to change.

Account Model Data (aka Mixed Account Models)

Error Text: The Account Model is set to Household Account, but Health Check has found that you're using a mixture of Account types. All of your Accounts should use the same Account Model. View all of your Accounts and their types by running the Individual Accounts by Account Type report in the NPSP Health Check reports folder.

Reason: This error is caused by Accounts in Salesforce having more than one individual _SYSTEM: AccountType—typically a mix of Household Accounts and One-to-One Individual Accounts. This occurs when you:

  • Change from the Household Account Model to the One-to-One Individual Model in NPSP Settings without fully migrating existing Account/Contact records. Changing the Account Model in NPSP Settings only affects records created after you make the change; it doesn't update your existing records.
  • Migrate to Nonprofit Success Pack and convert to the Household Account model, but do not verify and delete the One-to-One Account records.

Steps to Fix: Find out which Accounts have different Account Models using the Individual Accounts by Account Type report. Then, update the affected Accounts' _SYSTEM: AccountType field.

  1. Click the Reports tab.
  2. In the left menu, click All Folders.
  3. Click NPSP Health Check.
  4. Click Individual Accounts by Account Type.

    Individual Accounts by Account Type list showing different Account Types

  5. Click Settings, then select the Details checkbox. This will show the names of the Accounts.
  6. Click the name of Account that you need to fix. This takes you to the Account details.
  7. Click Edit.
  8. Change the value in the _SYSTEM: AccountType field to match the Record Type selected as the Account Model in NPSP Settings.
    Note
    If you don't see the _SYSTEM: AccountType field, you may need to add it to your Account page layout.
  9. Click Save.
  10. Repeat these steps for each Account whose _SYSTEM: AccountType needs to change. (You may need to use a data import tool to fix this issue if there are too many records to fix manually.)
Important
If you migrated from one Account Model to another and want to delete any of the leftover Accounts, ensure that all data has been moved over and everything has been related and re-parented properly.

Recurring Donations

Error Text: The Opportunity stage Pledged does not exist or is not active. Add this Opportunity Stage value in Salesforce Setup.

Reason: This error is caused by a Custom Label containing the value ‘Pledged', but there isn't a matching Opportunity Stage. When installing NPSP for the first time, you may see this error.

Steps to Fix: Create the Pledged stage. To do this:

  1. Click Setup, then click Setup.
  2. Click the Object Manager tab.
  3. In the list of objects, click Opportunity.
  4. Click Fields & Relationship.
  5. Click the Stage field. You may need to toggle through multiple pages of fields to find the Stage field.
  6. In the Opportunity Stages Picklist Values list, click New.
  7. In the Stage Name field, enter Pledged.
  8. Make sure the Type is set to Open.
  9. Set a Probability and Forecast Category, then click Save.

If your process doesn't call for a Pledged stage, you can change the Custom Label to match whatever you'd like the Recurring Donation stage to be set to. To do this:

  1. Click Setup, then click Setup.
  2. In Setup, enter Custom Labels in the Quick Find box, then select Custom Labels under the User Interface menu.
  3. Click RecurringDonationStageName.
  4. Click New Local Translations/Overrides.
  5. Select English for the Language.
  6. Type the value you'd like to use in the Translation Text box.
  7. Click Save.

Household Object Data (aka Orphaned Household Object Data)

Error Text: There are X Household objects who have no Contacts. Consider deleting these unused Household objects to save space. If you have completed a conversion to the Household Account model and no longer need the data on the Household object records they can be deleted. View these Household objects by running the Empty Household Objects report in the NPSP Health Check reports folder.

Reason: This error is caused by having Household Objects (only used in One-to-One and Individual Bucket models) that have no Contacts in them. This error can happen for many reasons:

  • Deleting a Contact or changing the Household relationships manually.
  • Converting to the Household Account model may leave you with empty Households since your Contacts will move to their new Household Accounts.

Accordingly, we recommend that you set the Household Object Rules setting to ‘No Contacts' in NPSP Settings (under People | Households).

Steps to Fix:

  1. Click the Reports tab.
  2. In the left menu, click All Folders.
  3. Click NPSP Health Check.
  4. Click Empty Household Objects.
  5. Manually delete each record listed in this report. If there are too many to delete manually, consider using a data import tool.