---
schema_version: "1"
id: d84e797ecb48eae3eea2b0869cb2ca27f76d4026dee8ecd7a9c5f1d209917a56
title: Things to Know Before Enabling Customizable Rollups
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_before_enable_custom_rollups.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_before_enable_custom_rollups.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f14232be204b424620c168b81e806599aeed74cc2f226f016491333d2c4a6fc3
description: If you're starting from an NPSP Trial in version 3.155 (May 2019), Customizable Rollups are enabled by default. All other orgs will need to enable Customizable Rollups.
products:
  - Nonprofit
release: "264"
---
# Things to Know Before Enabling Customizable Rollups

If you're starting from an NPSP Trial in version 3.155 (May 2019), Customizable Rollups are enabled by default. All other orgs will need to enable Customizable Rollups.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png)

Important _Customizable Rollups are only available in orgs using NPSP and the Household Account Model._

If you don't know which version of NPSP you're using, check out [Which Version of NPSP Am I Using?](https://help.salesforce.com/s/articleView?id=sfdo.npsp_which_version_am_i_using.htm&release=264.0.0&type=5 "This article will help you figure out which NPSP product you have installed.") to find out.

[Enabling Customizable Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_enable_customizable_rollups.htm&release=264.0.0&type=5 "Turn on functionality to define which fields to roll up and the filters to use. If Customizable Rollups aren't necessary for your organization, disable or reset them.") automatically makes the following changes in your org:

- Convert existing NPSP Donor Statistics settings into Customizable Rollups settings
- Convert existing out-of-box and User Defined Rollups to Customizable Rollups
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)
    
    Note If you have User Defined Rollups for the Household object in your organization, and you enable Customizable Rollups, those Household User Defined Rollups won't be be converted, because the Household object is deprecated in the Household Account Model.
- Remove NPSP Settings page for User Defined Rollups
- Remove NPSP Settings page for Donor Statistics
- Remove and modify existing NPSP Settings options for rollups, as follows: <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col>
            <col>
            <col>
            <col>
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d45101e94">NPSP Setting</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d45101e96">Location</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d45101e98">Action</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d45101e100">Notes</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="NPSP Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e94 ">Enable Soft Credits</td>
              <td data-label="Location" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e96 "> <span id="npsp_before_enable_custom_rollups__guid-d2204ce1-e2f7-4326-9649-ccf623b4b7ca"><a name="npsp_before_enable_custom_rollups__guid-d2204ce1-e2f7-4326-9649-ccf623b4b7ca"><!-- --></a>NPSP</span> Settings | Donations | Contact Roles</td>
              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e98 ">Removed</td>
              <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e100 "> Defined in <span id="npsp_before_enable_custom_rollups__guid-5bf0c15a-998f-4fb0-878d-53db4df8ee98"><a name="npsp_before_enable_custom_rollups__guid-5bf0c15a-998f-4fb0-878d-53db4df8ee98"><!-- --></a>Customizable Rollups</span>
              </td>
            </tr>
            <tr class="">
              <td data-label="NPSP Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e94 ">Soft Credit Roles</td>
              <td data-label="Location" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e96 "> <span id="npsp_before_enable_custom_rollups__guid-125be02b-1917-40d6-b585-ce4caff1dae1"><a name="npsp_before_enable_custom_rollups__guid-125be02b-1917-40d6-b585-ce4caff1dae1"><!-- --></a>NPSP</span> Settings | Donations | Contact Roles</td>
              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e98 ">Removed</td>
              <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e100 "> Defined in a filter group in <span id="npsp_before_enable_custom_rollups__guid-7a622ce3-ca6e-4ab8-a0c9-2fce297347b1"><a name="npsp_before_enable_custom_rollups__guid-7a622ce3-ca6e-4ab8-a0c9-2fce297347b1"><!-- --></a>Customizable Rollups</span>
              </td>
            </tr>
            <tr class="">
              <td data-label="NPSP Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e94 ">Rollup N Day Value</td>
              <td data-label="Location" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e96 "> <span id="npsp_before_enable_custom_rollups__guid-6d4a29bf-6f41-4376-9d9c-fe35b2663076"><a name="npsp_before_enable_custom_rollups__guid-6d4a29bf-6f41-4376-9d9c-fe35b2663076"><!-- --></a>NPSP</span> Settings | Donations | Donor Statistics</td>
              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e98 ">Removed</td>
              <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e100 ">Defined in <span id="npsp_before_enable_custom_rollups__guid-cf40e5ed-67a6-4493-83e5-87a010071316"><a name="npsp_before_enable_custom_rollups__guid-cf40e5ed-67a6-4493-83e5-87a010071316"><!-- --></a>Customizable Rollups</span>
              </td>
            </tr>
            <tr class="">
              <td data-label="NPSP Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e94 ">Use Fiscal Year for Rollups</td>
              <td data-label="Location" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e96 "> <span id="npsp_before_enable_custom_rollups__guid-20bd2bce-040e-4c07-bfdb-5bffe99fd260"><a name="npsp_before_enable_custom_rollups__guid-20bd2bce-040e-4c07-bfdb-5bffe99fd260"><!-- --></a>NPSP</span> Settings | Donations | Donor Statistics</td>
              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e98 ">Removed</td>
              <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e100 ">Defined in <span id="npsp_before_enable_custom_rollups__guid-2a49e575-521d-4d8c-bc5a-13080fc2f280"><a name="npsp_before_enable_custom_rollups__guid-2a49e575-521d-4d8c-bc5a-13080fc2f280"><!-- --></a>Customizable Rollups</span>
              </td>
            </tr>
            <tr class="">
              <td data-label="NPSP Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e94 ">Rollup Batch Size</td>
              <td data-label="Location" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e96 "> <span id="npsp_before_enable_custom_rollups__guid-d268eda3-9efa-495a-80ff-79880e5e0d29"><a name="npsp_before_enable_custom_rollups__guid-d268eda3-9efa-495a-80ff-79880e5e0d29"><!-- --></a>NPSP</span> Settings | Donations | Donor Statistics</td>
              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e98 ">Moved</td>
              <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e100 "> <span id="npsp_before_enable_custom_rollups__guid-35660cf2-6fe1-449b-b83e-dc631fa71d45"><a name="npsp_before_enable_custom_rollups__guid-35660cf2-6fe1-449b-b83e-dc631fa71d45"><!-- --></a>NPSP</span> Settings | Bulk Data Processes | Batch Process Settings </td>
            </tr>
            <tr class="">
              <td data-label="NPSP Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e94 ">
                <p style="margin-bottom:0;">Opp Rec Types Excluded for Account Rollup, Opp Types Excluded for Account Rollup, Opp Rec Types Excluded for Contact Rollup, Opp Types Excluded for Contact Rollup </p>
              </td>
              <td data-label="Location" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e96 "> <span id="npsp_before_enable_custom_rollups__guid-a625ecbd-a142-460f-8098-2df932c2dbfb"><a name="npsp_before_enable_custom_rollups__guid-a625ecbd-a142-460f-8098-2df932c2dbfb"><!-- --></a>NPSP</span> Settings | Donations | Donor Statistics</td>
              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e98 ">Removed</td>
              <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e100 ">Defined in a filter group in <span id="npsp_before_enable_custom_rollups__guid-8e45cc3c-d1e6-4904-886a-df678fc8272e"><a name="npsp_before_enable_custom_rollups__guid-8e45cc3c-d1e6-4904-886a-df678fc8272e"><!-- --></a>Customizable Rollups</span>
              </td>
            </tr>
            <tr class="">
              <td data-label="NPSP Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e94 ">
                <p style="margin-bottom:0;">Rollup N Day Value</p>
              </td>
              <td data-label="Location" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e96 "> <span id="npsp_before_enable_custom_rollups__guid-70e426ec-86b0-4cea-a314-83df46b0b416"><a name="npsp_before_enable_custom_rollups__guid-70e426ec-86b0-4cea-a314-83df46b0b416"><!-- --></a>NPSP</span> Settings | Donations | GAU Allocations</td>
              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e98 ">Removed</td>
              <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e100 ">Defined in <span id="npsp_before_enable_custom_rollups__guid-15a7188a-592a-4569-9c4a-2bf6775613f1"><a name="npsp_before_enable_custom_rollups__guid-15a7188a-592a-4569-9c4a-2bf6775613f1"><!-- --></a>Customizable Rollups</span>
              </td>
            </tr>
            <tr class="">
              <td data-label="NPSP Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e94 ">
                <p style="margin-bottom:0;">Use Fiscal Year for Rollups</p>
              </td>
              <td data-label="Location" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e96 "> <span id="npsp_before_enable_custom_rollups__guid-82e6f90d-e655-4b0e-a92a-54b62e29fe2f"><a name="npsp_before_enable_custom_rollups__guid-82e6f90d-e655-4b0e-a92a-54b62e29fe2f"><!-- --></a>NPSP</span> Settings | Donations | GAU Allocations</td>
              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e98 ">Removed</td>
              <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e100 ">Defined in <span id="npsp_before_enable_custom_rollups__guid-0506e24b-f80a-4c86-8e95-ed42e1f14185"><a name="npsp_before_enable_custom_rollups__guid-0506e24b-f80a-4c86-8e95-ed42e1f14185"><!-- --></a>Customizable Rollups</span>
              </td>
            </tr>
            <tr class="">
              <td data-label="NPSP Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e94 ">
                <p style="margin-bottom:0;"> Membership Record Type Names </p>
              </td>
              <td data-label="Location" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e96 "> <span id="npsp_before_enable_custom_rollups__guid-a1d707f7-67fc-4d52-8695-c378018493b9"><a name="npsp_before_enable_custom_rollups__guid-a1d707f7-67fc-4d52-8695-c378018493b9"><!-- --></a>NPSP</span> Settings | Donations | Memberships</td>
              <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e98 ">Removed</td>
              <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d45101e100 ">Defined in a filter group in <span id="npsp_before_enable_custom_rollups__guid-67898601-c4cc-4bc6-8d00-b987cbe1a475"><a name="npsp_before_enable_custom_rollups__guid-67898601-c4cc-4bc6-8d00-b987cbe1a475"><!-- --></a>Customizable Rollups</span>
              </td>
            </tr>
          </tbody>
        </table>

Enabling Customizable Rollups also creates batch jobs that run nightly to calculate rollups. These batch jobs replace the old rollups batch jobs and are named as follows:

- NPSP 01A - Customizable Rollups - Account Hard Credit
- NPSP 01B - Customizable Rollups - Account Hard Credit Skew
- NPSP 02A - Customizable Rollups - Contact Hard Credit
- NPSP 02B - Customizable Rollups - Contact Hard Credit Skew
- NPSP 03A - Customizable Rollups - Account-level Contact Soft Credit
- NPSP 03B - Customizable Rollups - Account Soft Credit
- NPSP 03C - Customizable Rollups - Account-level Contact Soft Credit Skew
- NPSP 03D - Customizable Rollups - Account Soft Credit Skew
- NPSP 04A - Customizable Rollups - Contact Soft Credit
- NPSP 04B - Customizable Rollups - Contact Soft Credit Skew
- NPSP 05 - Customizable Rollups - General Accounting Units
- NPSP 06A - Customizable Rollups - Recurring Donations
- NPSP 06B - Customizable Rollups - Recurring Donations Skew

The new jobs are scheduled to start at 11 p.m., by default, and run at staggered times. If you want the jobs to run at a different time, you'll need to manually reschedule them. For more information, see [Edit or Reschedule NPSP Scheduled Jobs](https://help.salesforce.com/s/articleView?id=sfdo.npsp_edit_or_reschedule_scheduled_jobs.htm&release=264.0.0&type=5 "Find out more about editing or rescheduling NPSP scheduled jobs."). You can also change the batch size for each job. Go to **NPSP Settings | Batch Process Settings** and update the appropriate Batch Job Size fields.

We recommend that you [enable and try out Customizable Rollups in a Sandbox org](https://help.salesforce.com/s/articleView?id=sfdo.npsp_test_custom_rollups.htm&release=264.0.0&type=5 "Before enabling Customizable Rollups in your Production org, we highly recommend testing and validating the results in a Full or Partial Sandbox. The best way to validate rollup values after enabling Customizable Rollups is to use field history tracking.") before turning it on in your Production org. That will allow you to test it out and confirm that you're seeing expected results. Keep in mind that you can also easily move any **new** rollups and filter groups you create in your Sandbox org to your Production org by [deploying the Custom Metadata Types](https://help.salesforce.com/articleview?id=changesets_inbound_deploy.htm) that define them. Note that you can't use change sets to deploy NPSP out-of-box rollups into Production.