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Salesforce NPSP V3 Upgrade - SF Account Model Conversion Utility

This document is authored by Larry Bednar and provides a high-level description of tasks performed by, and prerequisites listed for use of the SalesForce Account Model Conversion utility provided with installation of NPSP V3.

Much of this information was copied from the utility start-up screen in a SF instance with NPSP V3 installed, for easier reference here.

Additional tipslisted towards the end of this document were developed from direct experience using the AMC utility.

[LB - The information presented here (to the best of my knowledge) is accurate as of 2/22/2015. I've received indications that the AMC utility may be updated to edit the description of actions presented on the AMC start page. When that update is completed, this page may require an update to reflect those changes.]

Utility Details

Starting the utility

Locate the utility by adding /apex/npsp__CONV_Account_Conversion to the base URL of your Salesforce organization.

Information provided on the AMC Start Page

Warning

[LB - This message is displayed only when household Accounts are detected by the AMC?]

Your Salesforce.com Organization currently has 10000+ Household Account(s) already in existence. Your Salesforce.com Organization currently has 10000+ Contact(s) associated with a Household Account. This converter will attempt to ignore any Contacts that already have a Household Account associated.

Important Information

This is a permanent change. Please make sure to consult with your local expert before proceeding. While the conversion is completing, your database functionality will be temporarily disabled to avoid accidentally modifying existing data. Salesforce.com and the Salesforce.com Foundation are not responsible for any data loss, modifications, or corruption that occur as a result of this operation. Please proceed at YOUR OWN RISK. Before beginning this process, you'll need to confirm the following steps have been taken:

Checkboxes displayed when starting utility:

1. All users have logged out of my Salesforce instance.
2. My data has been backed-up by going to Setup | Data Management | Export Data
3. The conversion process has been tested in a fresh sandbox.
4. All record ownership has been transferred from any inactive users.
5. All workflows and any custom validation rules have been disabled.
6. All required field restrictions for custom fields have been removed.
7. I am aware this tool will only work for Contacts that currently have a Household associated.
8. All non-NPSP apps have been temporarily uninstalled or disabled.
9. I've consulted with my local Salesforce expert.
10. I accept the risk associated with using this tool, including data loss and inconsistent data

What This Tool Does

This tool will process your existing Contacts with Households in batches of 200 Households at a time, attempting to convert them to Household Accounts.

Any errors during the conversion will result in one or more failed batches of Contacts while other batches may succeed. This could leave your data in an inconsistent state. If this occurs, you will need to immediately resolve the issue and re-run the conversion utility.

Actions Performed

The following actions are taken by the batch job associated with this tool:

1. All triggers are disabled
2. All existing Households are selected, along with their Contacts
3. New Household Accounts are created for each existing Household Account Field
4. Non-1x1 Accounts associations to Contacts are removed, new Affiliations created, and Contact Primary Affiliation field is set
5. Contacts are disconnected from their 1x1 or Individual Account, and attached to the newly created Household Account
6. Opportunities are moved from the 1x1 or Individual Account and attached to the new Household Accounts and Contacts
7. Activities and tasks associated with 1x1 or Individual Accounts are transferred to the new Household Account
8. Addresses mapped from existing Household and Contacts to new Address objects, then attached to the Contact and Household Account
9. Master Household Address set or defined if none exists based on address frequency and Contact giving
10. Address overrides are set for any Contact whose address is different from the Household Address
11. Primary Contact values are set for all Households
12. All triggers are re-enabled

Configuration Options

You can optionally select a custom field on your new Household Account to store the original Household object Id. This can be useful for later reparenting of any lookups or child objects originally on the Household to the new Household Account. Only unused custom fields that hold text are eligible to be selected.

One example of how this may be useful... The ACM utility typically assigns ownership on the newly created household Account records to the user who actually runs the ACM utility. If it instead desired that these new household Accounts are assigned the same owner as the original NPSP Household records, a subsequent update of the new household Accounts may be required to establish that ownership. Having the Salesforce ID of the original NPSP Household record on the newly created household Account records can facilitate this update.

Last modified: 10:31:59 12-Mar-2015