Changes

• We've fixed an issue where certain Elevate-connected Recurring Donations could not be updated from NPSP. [PR6928]

Fixes and Minor Enhancements

• We removed the API connection in the legacy NPSP Getting Started page. Users who have this tab exposed will now see static links to our YouTube playlist and GitHub releases. [PR6899] [PR6701]
• We fixed an issue where the Latest Start Date on an NPSP Address record was being reset to the current date whenever the record got updated. [PR6876] [PR6701]
• We removed references and links to the Power of Us Hub and replaced them with links to the Trailblazer community. [PR6859] [PR6701]
• To handle aborted/failed Gift Entry batches, we added a field Latest Apex Job Id to help track the status of batches. This new field is a system field and doesn't need to be visible to users. [PR6833] [PR6701]
• We fixed an issue where some users were receiving a "Required fields are missing:Household_Account__c" or similar error when creating Contacts. [PR6806] [PR6701]
• We fixed a scenario where inserting or updating a Contact with a Primary Address Type, but no Address fields, would unnecessarily create, then delete, an Address record. [PR6800] [PR6701]
• We fixed an issue in Relationship Viewer where data couldn't be sorted by Name in an org with platform encryption enabled. [PR6791] [PR6701]
• We addressed a potential security vulnerability in our delete Contact behavior. [PR6781] [PR6701]
• We tightened security around access to NPSP Settings. [PR6773] [PR6701]
• We fixed an issue where if a Recurring Donation was created using the NPSP Data Importer, and with a Campaign defined, but no initial Opportunity defined, NPSP still created an initial Opportunity. [PR6768] [PR6701]
• When a user creates a Recurring Donation using the "New" button, NPSP redirects the user to the newly created record. [PR6758] [PR6701]
• We fixed an issue with the Relationship Viewer page where users would receive a 404 error when clicking the "Re-center on this Contact" link [PR6756] [PR6701]
• We've fixed a bug where an Open Recurring Donation could be considered Completed if the Number of Planned and Number of Paid Installments were both set to zero. This situation only occurred when modifying a Recurring Donation outside of the standard user interface such as through the Data Loader or Developer Console. [PR6742] [PR6700] [PR6701]
• We tightened up cross-site scripting security vulnerabilities in NPSP Settings pages. [PR6738] [PR6700] [PR6701]
• Deleted field mappings are now excluded when the default Gift Entry template is generated. [PR6721] [PR6700] [PR6701]
• In the Recurring Donations tab, we added a list view showing all Recurring Donations. The display columns are Amount, Installment Period, and Next Payment Date. [PR6715] [PR6700] [PR6701]
• We fixed a bug when creating new Recurring Donations where the Installment Number does not show when Recurring Type is "Fixed" by default. [PR6691] [PR6700] [PR6701]

Experience Cloud Donation Components

• We created two Experience Cloud components that you can add to your donor portal to display your donor’s hard credit giving history. The Giving Summary component shows the total amounts for lifetime donations, donations made this year, and donations made the prior year.[PR 6897] The Donation History component provides donation details including individual amounts and dates.[PR6892] [PR6897] [PR6701]

NPSP Data Importer Enhancements

• In NPSP Data Importer we added the ability to process selected records in a list view. To use this new functionality, add the Import Selected Data Import Records button to your NPSP Data Import list views. [PR6888] [PR6701]
• We improved how NPSP Data Importer handles Opportunity Stages. When you've not set an Opportunity Stage on the NPSP Data Import record, NPSP Data Importer uses the value in NPSP Settings for Opportunity Stage When Fully Paid. [PR6810] [PR6701]

Import Tribute Gifts

• We added the ability to import tributes using NPSP Data Importer. The new fields on the NPSP Data Import object map to the Tribute fields on the Opportunity. In addition to data imports, these fields support Elevate's new feature for adding tributes to Giving Pages, and you can include tribute information in Gift Entry. Be sure to update your users' permissions for the new fields listed in the New Metadata section. Note: If you have existing NPSP Data Import fields and mappings for the Opportunity tribute fields, we recommend deleting your old fields and mappings and use the packaged ones instead. [PR6848] [PR6701]

Account and Contact Sustainer Fields

• We added Sustainer fields for tracking the recurring donor status at the Account and Contact level. To enable the new fields: [PR6843] [PR6701]

1. In Setup, click Object Manager. [PR6843] [PR6701]
2. Click Account. [PR6843] [PR6701]
3. Click Fields & Relationships. [PR6843] [PR6701]
4. Find and click Sustainer. [PR6843] [PR6701]
5. Click Set Field-Level Security. [PR6843] [PR6701]
6. Select Read-Only for each profile where you want to allow read access. [PR6843] [PR6701]
7. Save the profile settings. [PR6843] [PR6701]
8. Click Page Layouts. [PR6843] [PR6701]
9. Select a page layout to edit. [PR6843] [PR6701]
10. Click-and-drag Sustainer onto the page layout. [PR6843] [PR6701]
11. Save the page layout. [PR6843] [PR6701]
12. Repeat these steps for the Contact object. [PR6843] [PR6701]

Accessibility Improvements

• We added a label for "(opens in a new window)" to several Get Started with NPSP page components. [PR6818] [PR6701]
• We made accessibility improvements for assistive tech users in Get Started with NPSP. [PR6787] [PR6701]
• We made accessibility improvements for assistive tech users to Gift Entry. [PR6765] [PR6701]
• To assist screen readers, we added image information to the Trailhead logo on the end user Get Started page. [PR6754] [PR6701]
• We added aria text labels to checkboxes used on Get Started with NPSP pages. [PR6753] [PR6701]
• We improved accessibility for GAU Allocations management in Gift Entry. [PR6731] [PR6700] [PR6701]
• We updated the NPSP Contact Merge page to make a screen reader announcement when a user selects an empty field. [PR6737] [PR6700] [PR6701]
• We improved the error messages on the edit Level page so they are more descriptive to screen readers. [PR6735] [PR6700] [PR6701]
• We made all Contact Merge information accessible and accurate for keyboard-only users. [PR6728] [PR6700] [PR6701]
• We made accessibility and error message improvements to the Engagement Plan template editor. [PR6716] [PR6700] [PR6701]

Deceased Household Contacts

• We introduced a new feature to help you manage deceased Contacts. When the Deceased checkbox is selected on all Contacts within a Household, NPSP selects the All Members Deceased checkbox on the related Household Account. To make the All Household Members Deceased field visible for users: [PR6816] [PR6701]

1. In Setup, click Object Manager. [PR6816] [PR6701]
2. Click Account. [PR6816] [PR6701]
3. Click Fields & Relationships. [PR6816] [PR6701]
4. Find and click All Household Members Deceased. [PR6816] [PR6701]
5. Click Set Field-Level Security. [PR6816] [PR6701]
6. Select Read-Only for each profile where you want to allow read access. [PR6816] [PR6701]
7. Save the profile settings. [PR6816] [PR6701]
8. Click Page Layouts. [PR6816] [PR6701]
9. Click Household Layout. [PR6816] [PR6701]
10. Click-and-drag All Household Members Deceased onto the page layout. [PR6816] [PR6701]
11. Save the page layout. [PR6816] [PR6701]

Recurring Donation Status Automation

• We added Recurring Donation Status automation settings in NPSP Settings so the Recurring Donation Status updates when a donor misses installment payments. Learn more about these settings in [Link to Docs]. [PR6809] [PR6701]

Relationships Viewer Tabular Mode

• We introduced a tabular view to Relationships Viewer in order to provide a version that is accessible to those who use screen readers. Tabular view is included in the current Relationships Viewer page, but you must enable it. See Manage Relationships Settings for more information. [PR6779] [PR6701]

Community Ideas Delivered

• Idea delivered: Elevate - Ability to control stage for Closed/Won Opportunity [PR6810] [PR6701]

New Metadata

• Apex Classes: [PR6898] [PR6701]
  • SfdoInstrumentationService [PR6898] [PR6701]
  • SfdoInstrumentationService_TEST [PR6898] [PR6701]
  • SfdoInstrumentationEnum [PR6898] [PR6701]
  • SfdoInstrumentationMock [PR6898] [PR6701]
• Actions and Buttons: [PR6888] [PR6701]
  • Import Selected Data Import Records [PR6888] [PR6701]
• Fields: [PR6848] [PR6701]
  • DataImport__c.Donation_Honoree_Information__c [PR6848] [PR6701]
  • DataImport__c.Donation_Honoree_Name__c [PR6848] [PR6701]
  • DataImport__c.Donation_Notification_Message__c [PR6848] [PR6701]
  • DataImport__c.Donation_Notification_Preference__c [PR6848] [PR6701]
  • DataImport__c.Donation_Notification_Recipient_Email__c [PR6848] [PR6701]
  • DataImport__c.Donation_Notification_Recipient_Info__c [PR6848] [PR6701]
  • DataImport__c.Donation_Notification_Recipient_Name__c [PR6848] [PR6701]
  • DataImport__c.Donation_Tribute_Type__c [PR6848] [PR6701]
  • Opportunity.Honoree_Information__c [PR6848] [PR6701]
  • Opportunity.Notification_Recipient_Email__c [PR6848] [PR6701]
  • Opportunity.Tribute_Notification_Date__c [PR6848] [PR6701]
  • Opportunity.Tribute_Notification_Status__c [PR6848] [PR6701]
• Fields: [PR6843] [PR6701]
  • Contact.Sustainer__c [PR6843] [PR6701]
  • Account.Sustainer__c [PR6843] [PR6701]
• Fields: [PR6833] [PR6701]
  • DataImportBatch__c.Latest_Apex_Job_Id__c [PR6833] [PR6701]
• Fields: [PR6816] [PR6701]
  • Account.All_Members_Deceased__c [PR6816] [PR6701]
• Visualforce Pages: [PR6809] [PR6701]
  • STG_PanelRDStatusAutomationSettings.page [PR6809] [PR6701]
• Lightning Web Components: [PR6809] [PR6701]
  • rd2StatusAutomationSettings [PR6809] [PR6701]
• Apex Classes: [PR6809] [PR6701]
  • RD2_StatusAutomationSettings_CTRL [PR6809] [PR6701]
  • RD2_StatusAutomationSettings_TEST [PR6809] [PR6701]
  • RD2_StatusAutomationView [PR6809] [PR6701]
  • RD2_StatusAutomationService [PR6809] [PR6701]
  • RD2_StatusAutomationService_TEST [PR6809] [PR6701]
• Custom Setting Fields: [PR6809] [PR6701]
  • npe03__Recurring_Donations_Settings__c.StatusAutomationClosedValue__c [PR6809] [PR6701]
  • npe03__Recurring_Donations_Settings__c.StatusAutomationLapsedValue__c [PR6809] [PR6701]
  • npe03__Recurring_Donations_Settings__c.StatusAutomationDaysForClosed__c [PR6809] [PR6701]
  • npe03__Recurring_Donations_Settings__c.StatusAutomationDaysForLapsed__c [PR6809] [PR6701]
• Fields: [PR6789] [PR6701]
  • DataImport__c.Recurring_Donation_ACH_Last_4__c [PR6789] [PR6701]
  • DataImport__c.Recurring_Donation_Card_Expiration_Month__c [PR6789] [PR6701]
  • DataImport__c.Recurring_Donation_Card_Expiration_Year__c [PR6789] [PR6701]
  • DataImport__c.Recurring_Donation_Card_Last_4__c [PR6789] [PR6701]
  • DataImport__c.Recurring_Donation_Elevate_Event_Version__c [PR6789] [PR6701]
• Field Mappings (custom metadata type records): [PR6789] [PR6701]
  • Recurring_Donation_ACH_Last_4 [PR6789] [PR6701]
  • Recurring_Donation_Card_Expiration_Month [PR6789] [PR6701]
  • Recurring_Donation_Card_Expiration_Year [PR6789] [PR6701]
  • Recurring_Donation_Card_Last_4 [PR6789] [PR6701]
  • Recurring_Donation_Elevate_Event_Version [PR6789] [PR6701]
• Apex Classes: [PR6779] [PR6701]
  • RelationshipSelector [PR6779] [PR6701]
  • RelationshipsService [PR6779] [PR6701]
  • RelationshipsTreeGridController [PR6779] [PR6701]
  • RelationshipsTreeGrid_TEST [PR6779] [PR6701]
• Lightning Web Components: [PR6779] [PR6701]
  • relationshipsNavigator [PR6779] [PR6701]
  • relationshipsTreeGrid [PR6779] [PR6701]
• Aura Components: [PR6779] [PR6701]
  • REL_RelationshipsApp [PR6779] [PR6701]
  • REL_RelationshipsContainer [PR6779] [PR6701]
• Lightning Web Components: [PR6748] [PR6701]
  • givingSummary [PR6748] [PR6701]
  • givingSummaryDetailPage [PR6748] [PR6701]
• Apex Classes: [PR6748] [PR6701]
  • GivingSummaryController [PR6748] [PR6701]
  • GivingSummaryController_TEST [PR6748] [PR6701]

Installation Info

Sandbox & Scratch Orgs: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001ML6TAAW

Production & Developer Edition Orgs: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5d000001ML6TAAW

Trialforce Template ID

TBD

Pull requests with no release notes

• Update trial.json [PR6880]

• W-10946402: Field type conversion failing in packaging org [PR6914]

• Fix Failing 238 Unit Test(s) [PR6917]