It has been said that every donation belongs to a campaign. I have avoided this over time but I’m starting to see how a big organization might like to have the campaign totals at their fingertips ...
NPSP Release 3.193 Decisions
I reviewed the release notes at https://github.com/SalesforceFoundation/NPSP/releases/tag/rel%2F3.193.
I found one area of updates requiring manual updates for the user and admin getting started pages. ...
Volunteer Job Impact Decision / New Features
We added a rich tech field on every Volunteer Job to hold a statement of what impact it has had.
Note that we are using our Volunteer Jobs for several different purposes: traditional volunteerism, ...
Contact Engagement Score (Net Promoter Score)
Who are your most important people? Who are the people most likely to recommend your organization? Who can you ask over and over for help without much risk of “ticking” off (i.e., the dreaded unsubscribe)? ...
Account Engagement Score (Automatic Net Promoter Score)
We wanted an automatic way to score our engagement with accounts, whether they are organizational or household.
We don’t want this to be a wealth or giving total number but rather a rating of ...
Latest Payment Lookup on Opportunities
Like most organizations, most opportunities have just a single payment. We make use of information on both the opportunity and the payment, including key payment fields such as date paid (banked ...
Years Donated Field Setup with DLRS
We have a text string field on account that is updated by DLRS as follows. We use that to generate text fields helpful in maintaining our account donor bonus stars and useful for finding people who ...
Automatic Assessment Tool Pilot
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 ...