#PUBCrawlTip1 diskutiert mit

hi Everyone

Is there anyone using Salesforce to manage your org's internal IT inventory? (eg: laptop, mobiles assigned to staff..etc)

I am currently managing IT laptops, mobiles in Excel spreadsheets and i am thinking of importing them into Salesforce. Here is what i am planning to do:

- All our staff are contacts in Salesforce ( This is already done by HR)

- Create a custom object named IT asset ( laptop record type, mobile phone record type)

- Create staff contact relationship with IT asset objects as look up relationship.

- Import IT inventory data from excel to Salesforce.

I would be really appreciated if you can share thought on this with me so i can put in my action plan before implement this.

Thanks

Thomas

Hi colleagues,   I am building a Mail Merge solution that creates a "Donor Profile" one page PDF.  So far, I'm pulling in data from recent opportunities, open opportunities, tasks/activities, contacts/affiliations, and fields from the Account (org/household).  I'm wondering, what's most important to you and your teammates to surface in a document like this? LMK!

#Nonprofit

Hi. Currently, our accounting team manually enters each donation into QuickBooks. We're not looking for a tool to automatically sync from Salesforce to QuickBooks. Instead, we would want to find something to import a spreadsheet into QuickBooks. Do you know of anything that can accomplish this?

Thank you for help!

@Nonprofit Success Pack

@System Administrators

@Getting Started with Salesforce

@Configuration & Customization (ARCHIVED)

@Data Quality & Management

#Quickbooks #Salesforce For Quickbooks Products 

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We're currently triggering some automated emails to our donors through Salesforce using Lightning Email Templates but these aren't the nicest looking emails in the world.

Is it possible to use Canva or a similar graphic design app to create "pretty" emails and then pop this into a Salesforce email template? I just tried with code from Canva embed but got a bunch of errors with the code in the Salesforce email template.

Thanks in advance!

Hello, we are in the process of moving from Team Approach to NPSP and are considering options for doing direct mail segmentation.  Does anyone have a tool they really like?  Is anyone outsourcing and if so I'd love to talk to you more about details. 

Thanks!

Kristin

PS.  We've already ruled out using native SF tools.

Hi folks.

My client uses engagement plans that often create 30+ tasks. However, when an engagement plan gets deleted from an opportunity, it'd be nice if all it's related tasks also got deleted. Is there a way to automate this? It's very tedious for my client to manually delete these tasks.

Any help would be greatly appreciated!

We are on our way to change how we handle donors that are interested in leaving their legacy to our organisation. Previously the process was kept outside Salesforce until the legacy gift was on its way (then it was registered in the system).

We would really like some tips, advice and learn how other organisations are handling the legacy donor pipeline? Which categories for follow up do you have and how is the process in the system? How do you handle the ones that have shown an interest in being a legacy donor vs those who are on their way to pledge a legacy gift and those that have written a will with a legacy gift.

Thanks for any input and ideas on this :-)