It is worth noting that Industries Cloud is bringing out the new GrantMaking feature (which is shared by customers from the Public Sector and the non-NPSP based Nonprofit Cloud). This may not be of ...
Top Changes for Power of Us Grant Holders (Small but Mighty) Summer 2023
So it’s that time. Summer release notes are out and all billion pages (615 actually) can be found here with an easy HTML browsing side panel.
I review things that I believe are going to make a ...
Classifying Accounts and Contacts based on Underlying Data
How to ensure when a mailing goes out to donors that no clients in the program app are included but if a client is also a donor that individual should be included.
You can use the data that ...
Enabling or Discovering Spring 2023 Top Challenges and Features – Part 2
Enabling or Discovering Spring 2023 Top Challenges and Features
Part 1
The arrival of Spring ‘23 was apparently a tough one for many, including me. Software deployment by Salesforce didn’t go as planned or on schedule, and my instance got into a state where we weren’t ...
What I learned making parallel mobile and desktop UX
Users don’t want to learn how to do things twice. Our users really like mobile but they want it to work the same as desktop or at least as intuitively as other websites can when they move from ...
First Steps to Add SYMinU Class Listings
We are beginning to use unauthenticated digital experience cloud more and more. This week we introduced a listing of items for clients that shows courses on soft-skills that they can take to earn points ...
Pardot Warming Automations from Salesforce Contact Record
We have defined a warming campaign for the Quarterly Newsletter in Pardot as well as one for the Prayer Letter. We want to automate the process handling so that when someone adds Email Newsletter (quarterly) ...
Pardot First DonationAutomation From Salesforce Contact Record
We have defined an Engagement Studio program for first-time donors in Pardot. We want all contacts with emails to get on this program from Salesforce.
Here is the plan:
- Contact has a closed/won opportunity and so the Number of Household Gifts goes from zero to 1 at some point for all members of the household account.
- Pardot is configured to sync all new prospects that have donations more than zero. Note that preexisting contacts may not sync.
- A Pardot automation rule watches for new prospects with 1 gift In the last 60 days who are not yet on the start list of the warming engagement plan program and adds them to the start list.
- Engagement studio runs its course and adds the prospect to the completed list eventually.
- Any older contacts who become donors are not in Pardot and may not be synced because they predate our Pardot Salesforce Connector. These flagged one a month in a Wall of Zero report and can be synced manually.
The Number of Household Donations ...
Flow to Submit SYMinU Health Stability Case
We wanted to begin using the Community Cloud licenses included with Power of Ten license grants and without login (guest user) to begin rolling out some self service functions for various people. We ...