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The Humble Volunteer Hour Data Structure
How I have used Volunteers for Salesforce in many unexpected ways
Volunteers for Salesforce (V4SF) is a very nice package. While it’s a separate product from NPSP, it comes with every NPSP organization ...
Financial Custom Object
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 ...
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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