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 ...
Dealing with Limited Client Information
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.
Volunteer Shift Notes on Web
Display special notes for volunteer shifts on the web
Reusable and Efficient Visual Flow Design Patterns (aka “Fun with Flows”) NPSP on a Shoestring
This video features advice from me and two other all-stars about using Salesforce on a shoestring. It was recorded at Dreamforce 2015. We presented ... Display whatever you want on SF1
Well, maybe not whatever you want but still. Awesome @Christian Carter (Bigger Boat Consulting) that led me ... Automatic Donor Statistics
I don’t have ... Affiliation Summary Field
I add a Text field to my contacts called Affiliation Summary. This is denormalized data… ... |