Hi there đź‘‹ Thank you to everyone who joined us for our February AMER Ask Me Anything (AMA) Session, below are some of the resources shared as part of the live AMER Ask Me Anything Session.
but first off, THANK YOU to our lead
@Rob OBrien and our hosts @Judi Sohn and @Dar Veverkafor an awesome and insightful session!
fyi-
These live AMAs are not recorded to allow for open, honest conversations. Here are some written follow-up resources, as promised!
AMER Ask Me Anything (AMA) Session - Q&A Report (February 19, 2025)
Q: What are some best practices for maintaining data cleanliness, specifically capitalizing each word for donor names and addresses?
A: You can use DemandTools for data cleaning. A lower-cost option would be performing occasional extracts to Excel and running a mass update. Additional resources:
Q: Where can I submit suggestions for the NPC Best Practices Community Asset Hub?
A: You can submit suggestions through the form requested by Erin:
Q: I received an email titled 'Your Salesforce Release Update Enforcement Was Unsuccessful' due to API versions on old NPSP components. What can I do?
A: This issue relates to the API version in old NPSP configurations. More information can be found here:
Q: Are there good resources on using Metadata in our Salesforce orgs to track Accounts and roles via lookups instead of hardcoding IDs?
A: Yes! Here are some helpful guides on custom metadata types:
- Trailhead Overview on Custom Metadata Types
- Salesforce Ben - Custom Metadata Types
- How to Use Custom Metadata Types in Flow
- Note: If the record exists in Production when the Sandbox is created, the IDs remain the same.
Q: What is the latest status of NPC compatibility with Experience Cloud, including guest users?
A: Here are some resources for checking NPC’s compatibility and updates on Experience Cloud:
Q: In NPC Program and Case Management, I only see the 'Add' button on the Care Plans related list. However, Trailhead and other resources indicate that an 'Edit Care Plan' button should also be available. How can I make this button appear?
A: This could be a permissions-related issue, particularly for Experience Cloud profiles. More information:
- Case Management - 'Add' button issue
- It is recommended to post in the Partner Community for additional troubleshooting support.
Q: What are the best solutions for bringing data into Salesforce from other systems at a low cost? Ideally, the solution should have transformation capabilities to ensure compatibility with Salesforce field data.
A: The best solution depends on the objects being transferred. Consider the following tools:
Q: What is the best CRM solution for fundraising or case management for a smaller nonprofit? NPC seems too complex for a less technically adept organization, but I am hesitant to move to NPSP/PMM. Any recommendations?
A: NPC can be simplified for smaller organizations, but NPSP remains a strong option as well. Training is essential for success. Additional insights:
Super bummed I missed this session with some power house lead and hosts. But thank you for posting questions and resources.
