I’ve talked long enough. I’ve griped long enough. I’ve hoped long enough. The end of NPSP development and the launch of a very different NPC under Industry Cloud put a cool on all ...
Winter 2024 Preview for Power of Us Grant Recipients
It’s that time: Winter ‘24 is about 8 weeks away for most of us. These days a lot changes between preview and release, and increasingly parts of the release dribble out late. Therefore, it’s harder ...
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 ...
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 ...
Top Anticipated Candy for Ten license grant holder, Winter 2023
The Winter 2023 release notes are out and you’ll want to make preparations to welcome the items one or about October 15. I’ll try to share my install and configuration notes once the live ...
Spring 2022 Top Ten Candy for Power of Us License Holders
Spring 2022 release notes are out in preview form.
I looked through them for the things that all ...
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
...
Using GConnector to get your data out of the silo!
How I learned to get my data inside Salesforce published on my website automatically using a third-party application exchange tool called GConnectHow I learned to get my data inside sales force published on my website automatically using a third-party application exchange tool called GConnector.
I love using Salesforce at my small nonprofit. We are small but mighty… $225,000 receipts with an average annual give of $691, 4.5ish employees strong. Working alongside 12M$+ nonprofit ...
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 pre-intstalled product from NPSP, it comes with every NPSP organization pre-installed. I used it constantly.