Which source record becomes the Gift Transaction: the gift, its payment, or both?

Strip away the object names and this is a finance question: when a donor paid one gift in four installments, how many revenue records should the new org hold? Salesforce’s workbook answers “four transactions under one commitment” — each paid payment becomes a Gift Transaction, the gift itself becomes the Gift Commitment above them — and that answer has two virtues: every received amount is counted exactly once, and installment-level history survives for anyone who later asks when the money actually arrived. The alternative — one transaction per gift with payments merged — reads simpler but quietly discards payment-level history and departs from the workbook for every multi-payment gift, which means custom explanation forever after.

The grain also sets what reconciliation means. Counts and amounts will be compared between old and new org by fiscal year and fund, to the cent; the grain decides what a “row” in that comparison is, so changing your mind later re-opens reconciliation itself. Settle it with finance early, in their language — “how do you want to see installment gifts in the books?” — and let the genuine exception (a hard finance requirement for one record per gift) be argued explicitly rather than drifted into.

When Horus Eye assesses an NPSP org, this question is raised with the evidence the scan saw — the record types, fields and settings behind it — its recommendation marked, and the reasons stated. Accept records the recommendation; Change opens the options. Recording an answer writes nothing to Salesforce: it is captured in the decision register, with who decided and when, and the migration plan, mappings and documents are kept consistent with what your organization actually decided. Horus Eye recommends; your organization decides.

• 1. Salesforce · Agentforce Nonprofit Migration Guide v2.0 (PDF) — The official guide this content follows: platform differences, migration recommendations, and how NPSP features map to Agentforce Nonprofit. ↩︎
• 2. Salesforce Help · Gift Transactions — The received-gift object NPSP Opportunities classify into. ↩︎

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