Hello,
I'm trying to identify what does and does not trigger the creation of Opportunity contact roles for household-based soft credits when a Contact is moved from one household to another, as well as when other NPSP processes around re-householding happen or do not happen.
From my testing, I've seen that when using the Manage Household functionality to move a Contact to a new Household, their Opportunities automatically get reparented to the new Household, and the contact from the "losing" household gets household soft credits for the "winning" household's Opportunities and vice versa for the "winning" household Contacts and the "losing" household's opportunities.
However, when I use a Flow to change the Account field on a Contact to another Household, the Opportunity soft credits (Opportunity Contact Role records) are not always being created depending on which user I run the Flow as. When I run it as an Admin, the winning household contacts get soft credits for the losing household's opportunities, but the losing household contact does not get any soft credits from the winning household opportunities. When I run the flow as a non-admin user, no soft credits are created for the winning or losing household. When running the Flow as an Experience/Portal user it doesn't even seem to be trying to re-parent the Opportunities to the winning household at all, which is causing its own problems. And when I try to reparent the Opportunities as well in the Flow, the NPSP Household naming recalculations don't seem to be triggering for the experience user either.
So can anyone point me in the direction of information on when how I can ensure NPSP functionality is running as expected when I make data changes using a Flow?
Thank you!
Do you always have a single Contact in the Households you're testing? Are there situations where there are multiple Contacts in the "losing" Household?