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. ...
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 ...
Technical Debt
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 ...
Meta Flow: A New Level of Productivity #AlwaysBeLearning
I took a day to do some learning. In case you haven’t heard of Flow, it really is the way admins will work in the future. To be honest, I’m already using Flow to clean up a record and then writing ...
NPSP Data Import Stories
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
...
Twilio for Salesforce
So I have had it on my list to find a declarative and affordable way to bring in texting (SMS) platform services to our organization for a long while. That way has arrived! It’s Twilio for Salesforce combined with the Twillio.org Impact Program for discounted pay-as-you-go pricing.
Here’s what I did in about six hours to learn and bring our installation up…
Installed and got outgoing and incoming messages to work on my trial Twilio account.
- You have
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Power up your List Views
Get the most out of Lightning now!
This presentation covers basic features of the Lightning list view that you can learn to command and tips for sharing these with your end users. We cover some intermediate features of list view for use by you, the administrator. And we give some pointers to some advanced features of list views that can keep your organization running with increasing optimality!
NPSP Reporting Workshop – Let your data speak! (2 Hour Format)
Sharpening your Data with Reporting
NPSP Reporting – Let your data speak! (1 Hour Format)
Unsleash the power of your data with reporting!