Manage Relationships Settings

Overview

Your Relationships Settings control how Relationships behave in the Nonprofit Success Pack.

There are three main areas to the settings:

• General Relationships Settings
• Reciprocal Relationships Settings
• Relationships Autocreation Settings

This document walks you through each of the major areas.

You can find Relationship Settings in the Nonprofit Success Pack.

Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

General Relationships Settings

There are three General Settings for Relationships.

• Reciprocal Method
• Gender Field
• Allow Auto-Created Duplicate Relations

• Enable Custom Field Sync

• Fields to Exclude from Sync

• Reciprocal Method
  This setting is perhaps the most important of your Relationships settings, because it determines how the Nonprofit Success Pack generates your reciprocal relationships.
• Gender Field
  This field specifies the gender of a Contact for the purposes of creating a reciprocal relationship. The value in the Gender field interacts with the values in the Reciprocal Method field (described above) to determine the correct reciprocal relationship.
• Allow Auto-Created Duplicate Relations
  By default, when an auto-created Relationship is triggered, and a Relationship between those Contacts of the same Type already exists, NPSP doesn't create a new, duplicate Relationship. Override this behavior and Salesforce will create a new Relationship each time the auto-create is triggered, regardless of any existing Relationships.
• Enable Custom Field Sync
  Select Enable Custom Field Sync to sync the Relationship fields between the two Contacts in a relationship pair.
• Fields to Exclude from Sync
  Select the Relationship fields you don't want synchronized between the two Contacts in a Relationship pair. This setting only applies when Enable Custom Field Sync is selected.

Reciprocal Relationships Settings

The Reciprocal Relationships list is what the List Setting uses to determine reciprocal relationships. You don't use Reciprocal Relationships settings if you are using the Value Inversion relationship method.

Here's how it works: If Salesforce can determine the contact's gender (based on the user-defined gender field or the salutation), then the reciprocal relationship is created using the value that matches the gender. If no Gender is specified, then Salesforce uses the Neutral value.

For example, in the following image, line 1 shows that if you create a Relationship from a male Contact record to a Contact whose type is Aunt, the automatic reciprocal relationship will show the male contact as her Nephew. Similarly, if you create the Relationship from a female Contact record to an “Aunt,” Salesforce creates the reciprocal relationship showing the female contact as a Niece. If no Gender is specified on the male or female contact's record, then Salesforce uses the Neutral value, in this case, “Sibling's Child.”

You can add new reciprocal relationships by clicking New Reciprocal Relationship. (See Manage Relationships Settings for details.)

To delete relationships, click Del; doing this does not affect any existing Relationships.

Note If you delete a Relationship from Reciprocal Relationship Settings, you'll also need to delete the picklist value from the Type field on the Relationship object. Otherwise, users will still be able to select the Relationship Type on a record.

Add a New Reciprocal Relationship to the List Setting

Add a new relationship on the Relationship object and in NPSP Settings.

To add a new Relationship option, follow these steps:

• Update the Relationship Type Picklist field
• Create the Reciprocal Relationship in Reciprocal Relationships Settings

• Update the Relationship Type Picklist field
  Before you can create a new Relationship Type, you must first add the value(s) to the Relationship object's picklist field.
• Create the Reciprocal Relationship in Reciprocal Relationships Settings
  Set up reciprocal relationships in NPSP Settings.

Create the Reciprocal Relationship in Reciprocal Relationships Settings

Set up reciprocal relationships in NPSP Settings.

1. Back at the Relationship Settings tab, under Reciprocal Relationship Settings, click New Reciprocal Relationship.
   
2. Fill out the text boxes and click Create Reciprocal Relationship.
   

In this example we are saying that, whenever someone saves a relationship with a Type (Name) of “Brother”:

• If the reciprocal contact is male, create a reciprocal relationship of Brother.
• If the reciprocal contact is female, create a reciprocal relationship of Sister.
• If the reciprocal contact's gender is undefined, create a reciprocal relationship of Sibling.

Note In this use case, we would normally define two more Reciprocal Relationship Types – one for Sister and one for Sibling – so that Salesforce would know what to do with all new types we've added.

List Setting Scenarios

The NPSP comes with predefined list settings for some common relationships. Here are some ideas for other common relationships you might want to add.

Siblings

For tracking siblings we suggest that you add these List Setting entries:

Deceased Spouses

For tracking deceased spouses we suggest that you add these List Setting entries:

Divorces and Former Spouses

For tracking divorces and former spouses we suggest that you add these List Setting entries:

Relationships Autocreation Settings

Auto-created Relationships allow a custom Contact lookup field on the Contact or Campaign Member objects to automatically trigger the creation of a new Relationship type of your choice. For example, you might have a "Referred by" lookup field on the Campaign Member object to represent when a person new to your organization was brought to an event by an existing constituent. Use the Relationships Autocreation setting to have a new relationship automatically established between these two contacts.

Note Watch the Nonprofit Salesforce How-To Series video about Relationship Autocreation.

Before adding a new Auto-Created Relationship, an administrator must do the following:

1. Create a custom contact lookup field on either the Contact or Campaign Member.
2. Update the picklist values on the Relationship object's Type field (if they don't already exist – see the previous sections).
3. Add new Reciprocal Relationships in NPSP Settings (if they don't already exist – see the previous sections).
   

   Note If you don't see the NPSP Settings tab in your org, you can find it in the App Launcher.

• Add a New Auto-Created Relationship
  Add your custom relationship to Relationship Autocreation in NPSP Settings.

Add a New Auto-Created Relationship

Add your custom relationship to Relationship Autocreation in NPSP Settings.

Navigate back to the NPSP Settings tab, select Relationships | Relationships Autocreation, and click New Automatic Relationship. Then:

1. Select the Object with which you want to make the association.
2. Select the Object Field. The example below shows a “Referred By” custom Contact lookup field, created on the Campaign Member Object.
3. Choose the Type of the Relationship. The reciprocal Type will automatically be created as well.
4. Select the Campaign Types on which this auto-create should fire.
5. Click Create Automatic Relationship.
6. (Optional) Create a new Automatic Relationship for each field that should trigger an auto-creation.
   

Note Special thanks to Brian Pickett, who also contributed to this documentation.

Enable Tabular View for Relationships Viewer

Relationships Viewer contains an optional tabular view that provides a version of Relationships Viewer for people using screen readers.

1. Click , then click Setup.

2. Enter Profiles in Quick Find and select Profiles.

3. Find the profile you wish to edit and click its name.

4. Click Apex Class Access.

5. Click Edit.

6. Select and add the RelationshipsTreeGridController Apex class to Enabled Apex Classes.

7. Save the profile.

8. Repeat these steps for all other profiles you wish to enable tabular view for.

Optionally, add the tabular view to a Contact Lightning Record Page:

1. In Setup, click Object Manager.

2. Find and click Contact.

3. Click Lightning Record Pages.

4. Click the Lightning Page you wish to edit.

5. Click Edit.

6. Click and drag Relationships Navigator onto the page layout.

7. Save your update.