A consultant for a nonprofit needs to upload data that contains payments on existing opportunities in Salesforce using donation matching in the NPSP Data Importer.
After a gift is successfully matched to an existing record, which two updates may occur?
Choose 2 answers
When using the NPSP Data Importer to upload data that contains payments on existing opportunities, and matching donations to existing records, the following updates may occur:
A Payment Will Be Added to the Opportunity:
When a gift is successfully matched to an existing Opportunity, a Payment record is created and associated with the Opportunity.
This reflects the new donation and updates the financial records accordingly.
The Opportunity Amount Will Include the New Payment Amount:
The total amount on the Opportunity will be updated to reflect the sum of the original amount and the new payment amount.
This ensures that the Opportunity accurately represents the total donations received.
These updates help maintain accurate and up-to-date financial records within Salesforce, reflecting all contributions accurately.
Salesforce NPSP Documentation: NPSP Data Importer
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