Resources from the AMER Ask Me | Salesforce Trailblazer Community

21. Aug. 2024, 16:35

Resources from the AMER Ask Me Anything (AMA) Session from August 21, 2024

Here are some of the resources shared as part of the live AMER Ask Me Anything Session

THANK YOU to our lead @Rob OBrien and our hosts @Dar Veverka and @Bill Florio who handled a TON of questions - it was a great conversation as usual, the hour flew by!

These live AMAs are not recorded to allow for open, honest conversations. Here are some written follow-up resources, as promised!

Two part question on Integrating AI into Salesforce? 1) Are there currently any low cost or no cost ways you’re hearing of nonprofit organizations utilizing AI in Salesforce? 2) In our org, reports can be challenging for non Admin staff to set up and use. Are there any AI tools that can potentially help users create their own reports?

Check out the AI for Nonprofits group
Check out the AI Accelerators for Nonprofits - there are some case studies
Make sure to do a data clean as you go through

Job opportunities in the ecosystem?

Check out the Nonprofit and Edu Jobs group here in the Trailblazer Community

i have a question about system roles on enterprise grid: how do we request new/additional permissions or abilites? there are some things that are not currently present, which is preventing us from delegating management of Slack to a wider set of teammates (without granting them full super admin permissions)

Next Slack AMA on Sept 12
Slack community contact = @Jacob Gross

Hi! Thank you for hosting today’s session. Our org is looking for a new form builder for event management. We’ve been using Formstack and Jotform, but we faced some difficulty to create a complex form that deals with flight booking and accommodations and integrate with our custom app that we created in NPSP. Any recommendations? Form Assembly and 123forms caught my attention, but wanted to ask some advice.

I have been having a good experience with 123FormBuilder, but there is a learning curve.
Experience cloud flows
Llamsite: https://llamasite.com/
I believe 123FormBuilder can only do prefill from Contact and Lead.
We use form assembly and have had good experience with them. Their tech support is very good, in my opinion. A lot of flexibility with prefills.

I am wondering about Benefit Sessions in NPC. I have sessions that are scheduled weekly, but the nonprofit only facilitates these sessions and the other parties set them up. So I'm wondering if I can set a session that encompasses a week, and then the attendance reporting for that week could go in to that session, with different dates depending on when the service was provided? I don't think I have to use Benefit Sessions, though, so maybe just go with the individual disbursements?

Attendance and Benefit Disbursement Tracking documentation: https://help.salesforce.com/s/articleView?id=sfdo.NPC_PM_Attendance_and_Benefit_Disbursement_Tracking.htm&type=5
if its important they need daily attendance, then they would need daily session tracking, but overall you need to first learn, whats important to the nonprofit and their data tracking and what they need for this?
This is possible to set up a weekly
you can add sessions to a weekly schedule
@Dar Veverka anything else here I missed?

Does anyone have a suggestion or tips for developing an inventory management system? (context: Plant Nursery)

Inventory Manager for Nonprofits - Salesforce Labs. This is free, maybe you can adjust to your needs
Inventory, Asset & Barcode Management by ELTON. This is a paid app, has a few more reviews on the app exchange
@Bill Florio uses salesforce assets for tech (ex computers) plants might be more volume intensive
Can map out what you need (ERD) ex. type of plant? write out your processes, are you going to need automations? ex when plants are used, what does the workflow look like, get this mapped out
Maybe start with the salesforce labs app - start in a sandbox, does this work or do you need to start something custom?
Also make sure its appropriate to put this in your CRM at all - do you NEED to put this all in?
there might be other tracking apps that are better, like nursery tracking apps

Reporting q: Any best practices around pulling a household/accounts hard and soft credit giving? Struggling with pulling DAF gifts for donors as a part of their overall giving since this is only linked on the contact level as a soft credit and since payments are not related to contacts. My most recent use case to query on my contacts who have given a *paid (donor, household member or soft credit) cumulative $1k to a specific GAU in a specific FY. Rollups needed? (on NPSP)

There has been a ton of discussion over the years on Donor Advised Funds and how to track/report. Here are several resources: see Sprinty's Community Resources
DAF discussion on Trailhead
NPSP Reports Workbook overview
Can use DLRS for reporting: https://install.salesforce.org/products/dlrs/latest
apsona support ours, startwith mapping. whatyou need and whats missing

Dreamforce coming up!