02.02.02 Manage Relationship Settings

Source: https://powerofus.force.com/articles/Resource/NPSP-Manage-Relationships-Settings

General Relationship Settings

Reciprocal Method

Determines how NPSP generates reciprocal relationships
[Todo: image might be really useful here]

  1. List Setting (Default) works with gender and other predefined setting. The gender field is sourced from
    • Pre-defined Gender field – not standard and must be created by System Admin)
    • Salutations. Uses Mrs or Ms = Female, Mr. = male
  2. Value Inversion
    • Create a picklist values on the Relationship objects Type field
    • Format is “Mother-Daughter” and “Daughter-Mother”
    • NPSP uses the “-” as a delimiter to switch depending on the direction
  • Gender Field – the field used to identify the contacts gender
  • Allow Auto-Created Duplicates

Reciprocal Relationship Settings

  • Not needed if using Value Inversion relationship method
  • If Salesforce can determine gender ( bases on 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, that the Neutral value is used.
  • Deleting a Relationship from Reciprocal Relationship Settings requires two actions
    • Delete the Reciprocal Relationships
    • Delete the picklist value from the Type field on teh Relationship object
  • To Add a new Reciprocal Relationship to the Listing Setting
    • Update the Relationship Type Picklist field
    • Create the Reciprocal Relationship in Reciprocal Relationships Settings

List Setting Scenarios:

Siblings

Name
Male
Female
Neutral
Brother
Brother
Sister
Sibling
Sister
Brother
Sister
Sibling
Sibling
Brother
Sister
Sibling

Deceased Spouses

Name
Male
Female
Neutral
Widow
Deceased Spouse
Deceased Spouse
Deceased Spouse
Widower
Deceased Spouse
Deceased Spouse
Deceased Spouse
Deceased Spouse
Widower
Widow
Deceased Spouse

 

Divorces and Former Spouses

Name
Male
Female
Neutral
Ex-husband
Ex-husband
Ex-Wife
Former Spouse
Ex-Wife
Ex-husband
Ex-Wife
Former Spouse
Former Spouse
Ex-husband
Ex-Wife
Former Spouse

Relationship Autocreation Setting

  • Creates a default relationship for custom Contact lookup field on a Contact or Campaign Member record
  • Auto-created Relationships allow a custom Contact lookup field on a Contact or Campaign Member to automatically trigger a new Relationships. For example, might have “Referred By” on a Campaign Member.Use Relationships Autocreation setting to have a new relationship established between the two contacts
  • Steps to add a new Auto-creation Relationship
    • Create custom lookup field on either the Contact or Campaign Member
    • Update the picklist values on the Relationship object
    • Add new Reciprocal Relationship in NPSP Settings

Add a New Reciprocal Relationship to the List Setting

  1. Update Relationship Type Pick List
    • Setup > Object Manager > Relationship > Fields & Relationships>Type (field Name) > Values- New
  2. Create the Reciprocal Relationship in Reciprocal Relationships Settings
    1. NPSP Settings > Relationships > Relationship Reciprocal Settings > New

Relationship Autocreation Settings