We are streamlining to decrease the cost of sending out donor updates so we can do more segmentation with the same cost. We’re trying to use more standard tools and standard features since they have ...
Gift Entry on the Go
I frequently tell people they probably can’t beat the efficiency of the Gift Entry tool (in NPSP or NPC) in terms of cost. It’s a desktop only tool that is keyboard focused. I use it ...
Unpacking Winter 24 for Power of Ten License Holders
My purpose in writing is to provide support to small organizations who primarily rely on Power of Ten license grants, which is ten free licenses to qualified organizations of Enterprise Edition. There ...
Summer 2023 Configuration Top Features
So the release occurred in my org on Jun 9. Lots to unpack. My goal is to create a list of must-do and nice-to-have advice for small nonprofits who have the Power of Ten license grant. I only review ...
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 ...
Enabling or Discovering Spring 2023 Top Challenges and Features – Part 3
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 ...
Unpacking Salesforce Winter 2023
The release notes can be found here inside Salesforce Help.
The first step is to determine if there is anything requiring admin actions now.
- Sometimes they have little surprises for us that require action quickly before your users discover the changes.
- I head to the section called “How and When do Features Become Available”
- Find Your Reports and Dashboards Faster in Analytics Home: Requires enabling a global setup under Reports and Dashboards Settings: Unified Experience for Analytics Home. I had already done this in a previous release.
Review of limitations to features:
- Clone Lightning App: This beta feature is available only for custom Lightning apps. It isn’t available for standard, connected, managed, community or classic apps. Cloning of a utility bar isn’t supported in this beta release.
- To Do List: Track and Sort All Your Tasks with the To Do List doesn’t work on mobile since it’s embedded in the Utility Bar.
- Dynamic Related List still doesn’t support mobile, or tell you if it’s showing all the records.
Here is my review of ...
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 ...