Resources from the EMEA Ask Me Anything Session from the 15th November

Here are some of the resources shared as part of the EMEA Ask Me Anything Session from 15th November

When does the Nonprofit Certification change for NPC?

• Expecting the questions to change in Spring '24 as they usually would for each release cycle, it's not changed yet...

NPSP vs NPC

• NPC is the future but it may not be the solution for all nonprofits, especially smaller nonprofits relying on volunteers to manage and need trailblazer community support

Thoughts on using Experience Cloud and Screen Flow vs Form Assembly

• Suggested reviewing @Evan Ponter's video from the May Midlands Nonprofit User Group

One-to-One Account Model NPSP, do households work on this model?

• If you are using the one-to-one account model then you may not be able to utilise the household functions. Households are the recommended NPSP account model and automations etc have been built for this model.
• Salesforce help on account models

How do I relate an account to and account, and ensure options for selecting the relationship are defaulted/defined? (none NPSP - Sales/Service Cloud licensing)

• A lot of discussion on Junction Objects to allow the many to many relationship
• Discussion on Record Types

Marketing Cloud Question

• Query around Marketing Cloud and emailing organization affiliations. None of the panelists are Marketing Cloud experts so suggested the Trailblazer Community or Ohana Slack.

#AskMeAnything