Include financial data (budget and actual) alongside your other dashboard elements.
I wanted to show my board our financial progress on a dashboard along with donation year on year reports. All I really ...
Financial Custom Object
Using Salesforce to Manage a Print Newsletter
First of all, this is far from managing everything. Really all we’re doing is recording subscriptions, removing subscriptions, maintaining addresses, and generating mailing database. The content ...
Using a Campaign to Manage a Newsletter
How I use a campaign to manage my newsletter subscribers. Note that an external email program is still required, such as Vertical Response.
I use Vertical Response but I manage my newsletter subscription ...
Crawl Charts (Cumulative Year on Year Graphs)
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Getting Started with NPSP Webinar
This video shows how I got started with NPSP doing all the work internall with one person. It wasn’t fast but it was effective for us. I also share documents that served as our spec for the phased ...
Dealing with Limited Client Information
We often actually have anonymous donors and in-kind givers. We associate such actions with a contact with the first name “Anonymous” and the last name @Organization, where Organization is ...
Automatic Email and Phone Preferences for NPSP
Three workflow rules that infer the value of the NPSP picklist called preferred email and set it. Saves time when moving or deleting email fields.
The NPSP is awesome in that it allows us to have cell ...
Log Your Flows
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In-kind Giving and Categories of Work using V4SF
I noticed that many of our volunteers bring in-kind gifts with them. And it is true that our in-kind donors usually spend some time behind the scenes collecting, sorting, or delivering their donated items. So it seemed natural to me to record in-kind gifts using Volunteers for Salesforce and to summarize out-of-pocket expenses. In-kind gift receipts and proof for volunteer hours use the same process. We decided to track two types of in-kind hours and several categories to be ready for annual reporting and filing our IRS 990 appendices. You can read more about the solution here. You can access the installation URL for the unmanaged package. No support but you can ask questions (@streethyouth).If in-kind giving looks more like volunteerism to you, track it with Volunteers for Salesforce rather than opportunities.
Dreamforce Presenter
It’s an honor.
I was a two-time presenter at Dreamforce 2015.