Salesforce know-how dedicated to the small-but-mighty!
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 ...
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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.
Need a simple way to keep up with who’s giving, who’s stopped, and who’s MPV? These simple fields do all the work. The graphs made possible will not fail to impress.
I don’t have ...