Upgrading to Salesforce NPSP3 – Primary Affiliation

Here I am thinking about how to best leverage NSPS3’s new primary affiliation checkbox for a Salesforce instance. I believe I should start with Philanthropy Northwest’s funder accounts and batch update their staff using Demand Tools Mass Update.

I’m working on a full sandbox so if this goes all sideways, I should still be ok.

I am not using the full on household functionality, but I do have affinity groups and committees that funder members belong to as “non-primary affiliations.”

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