We also provided a flow when a new assessment is created with the Auto First in Period type with a positive date span. We can analyze an initial assessment for a client by setting the type to auto-earliest, ...
Program Client Assessment Manual Tool
We provided a flow which can be run by a user to select a template and a client and then run all the elements assigning a rating to each assessment element. This is a “manual assessment” on a particular ...
Program Client Assessment Framework
We added several objects to support Assessments, primarily for client assessments but potentially for more. First we created a template object. They mostly hold the name and description. If heavily ...
Making your own Smart Call to Action Field for Emails
We added a single rich text field to the contact called Calls to Action. It is intended to be merged into outbound marketing communications. The rich text field was made available to custom report types. ...
Spring 21 Release Decisions
Top Ten Features
Terry reviewed and published the most exciting updates in early January based on the preliminary release notes. Now he reviewed them on Feb 27 2021 and recorded any necessary maintenance decisions here ...
Years Donated
This idea came from a fellow MVP, if I recall right. It’s a great hack to get a string of donor years onto your account so that you can search in listview or reports for donors from particular years ...
Donor Account Rich Text Summaries
We added a rich text field on account intended to hold a recent summary of donation activity as well as a call to action for next action. Next action could be customized to indicate 1, 2, and ...
Auto Layout Flow — Don’t be Afraid
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There is a new feature in Lightning Flows called Auto Layout. I’m a huge fan. When you create a new flow, I would always recommend selecting this. It means a much better experience building your ...
Technical Debt
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Start the New Year Guilt Free
Technical debt is a concept in software development that reflect ‘s the implied cost of additional rework caused by choosing and easy solution now instead of using ...
NPSP Data Import Stories
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NPSP Data Import Stories
The NPSP Data Import Tool is a relatively new thing. I believe it was provided to give assistance to organizations who were switching to NPSP from legacy systems. Creating all the records in the proper order and with the proper linkage between contacts, households, org accounts, affiliations, donations, payments and so on can be daunting. And NPSP Data Import Tool makes that easy. It’s the tool of choice or migrating data into NPSP!
However, as I tried to help others use the tool, I realized that there is more to the story than simply importing data. Let me explain.
Quick Overview of NPSP Data Import Tool
Each line in your spreadsheet will be imported into a record called a NPSP Data Import record and will then be analyzed by the NPSP Data Import Tool and mapped onto one or more related records, some new and some matched from existing records. This is a complex but powerful idea.
The NPSP Data Import record is a flat representation of a bunch of information. But once it is processed, you can follow links to individual two contacts, one household, one organization, one affiliation, one campaign, one donation, and one payment. And you can tell if the processing succeeded, created new records, matched old records, or failed. If it failed, you can edit the flat data right inside Salesforce and try again.
Stores are at the heart of
...