Relationships

NPSP allows you to create a relationship record between two contacts.

⁠

Any kind of human-to-human relationship can be set up in Salesforce. See some examples below:

⁠

Other out-of-the-box relationships include:

⁠

A relationship can allow for auto-association of the Related Contact when the Contact gives a donation and an Opportunity is created through Opportunity Contact Roles.

For the example in the screenshot below, Mattia is Nina’s friend. If Mattia gives a donation, Nina can automatically have an Opportunity Contact Role of a Soft Credit, Solicitor, or Tribute.

If Nina is on the board of the nonprofit and has committed to ask Mattia for a donation, we would select Solicitor as the Related Opportunity Contact Role.

⁠

From now on when Mattia gives a gift, Nina will automatically be listed as the Solicitor in the Contact Roles related list:

⁠

Additional Global Relationship Settings

Relationships can be set to be automatically created in NPSP Settings. For example: Relationship records can be set to auto-create based on custom contact lookup fields like “Referred by.”