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#Nonprofit36 debatiendo

Hi Everyone, 

 

I am running into a issue that I don't know where to start to diagnose. At our organization we utilize both Kindsight iWave Automatic scoring to score any opportunity that comes into our instance that is over $100 and 999 days since their last scoring or if they haven't been scored at all. 

 

GoFundMePro is our payment portal for users to make donations and sync right into our Salesforce instance. The main issue we are facing is that the managed flow or package that triggers the scoring would fail when GoFundMePro related gifts gets synced in.  

 

Is there any solution or workaround so I can continue have this automation work in order? 

 

#NPSP  #Salesforce Developer  #Salesforce Admin  #Nonprofit

2 respuestas
  1. 15 oct, 03:10

    This typically occurs because the automated scoring package or managed flow tries to execute synchronously on newly inserted Opportunity or Contact records simultaneously with the GoFundMePro data sync. When high-volume or third-party payment integrations push records into your instance, the sudden influx of DML operations can cause lock contention or trigger depth limits, causing the scoring flow or trigger to fail before it can evaluate the $100 and 999-day threshold criteria. 

     

    To resolve this, you should refactor or transition the scoring logic into an asynchronous process, such as a Queueable Apex job or a scheduled batch process, rather than letting it fire on immediate after-insert triggers from the payment portal. This decouples the GoFundMePro gift ingestion from the resource-intensive iWave scoring callouts, ensuring the donations sync cleanly first without being blocked by subsequent processing errors. 

     

    Additionally, review the error logs in your Setup under Apex Exceptions or Process Automation Failures to identify the exact failing element. Adding explicit null checks and bulkified try-catch blocks within your wrapper handler will also prevent third-party integrations from stalling when missing secondary related fields during creation.

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I had consultants tell me that it's better to close one recurring gift and open a new one when a sustaining donor increases their commitment. I can't remember why and it doesn't make sense to me. 

Anyone know why they would tell me that the best practice, industry norm is close one and open another instead of just adjusting the existing recurring gift up... 

THx, SB 

 

#Nonprofit

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Hi, everyone! PayPal is set up as a payment option in #Classy App with #NPSP, and I confirmed I can see this payment method on a donation page.  

 

However, when someone pays via Paypal, that data is not flowing into Salesforce similar to Stripe transactions. Are there additional settings or gotchas to be aware of? We also have GoFundMePay. Thank you!  

 

#PayPal Checkout Integration #Nonprofit #Nonprofit Success Pack #NPSP @Nonprofit Ask Me Anything (Global) @Nonprofit Success Pack @Nonprofit Hub @Nonprofit App Advice and Reviews

5 respuestas
  1. 28 dic 2025, 18:22
    I have found Classy’s documentation and customer support to be amazing, so I would put in a ticket request to them. They can definitely point you in the right direction.
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Hello everyone. I guess I might get different answers from you, because we all have our preferences between Microsoft and Google products. Nevertheless, I would like to have your sincere opinion taking into account the situation that I describe below. Our NGO started with Salesforce NPSP a little over a year ago. But using it only as a database to record donors and donations. 

I started there 8 months ago with the mission of transforming this database into a real CRM. We have a small team in Belgium (10), and many collaborators in Africa. At the beginning of this year, we should start the SF integration process with email products, calendars, etc. 

Although they initially opted for Office 365, this decision can be completely questioned. The important thing is that our collaborators start using SF in a natural way and that it becomes the tool they love (User adoption).

Like any NGO, our resources are quite limited because they are all invested in our missions in Africa. The majority of our employees use a screen, rather than a smartphone. With their emails, agenda, tasks in Office 365, and another tab with their SF access. Having SF integrated directly into their "Office" screen would be a positive revolution for them. With the ability to send emails from their email program, use their calendar, create tasks, but also create Leads, Opportunities, Contacts, etc. And to easily find Contacts/Account/Opportunity.. informations on the same screen (A column on the right of the screen). You will tell me that it is quite classic, and that both Microsoft and Google integration can meet these needs. The question I ask myself (I am a consultant and have various certifications such as Sales Cloud, Service Cloud, NPSP, Communities, B2B..) concerns the ease for us to achieve this integration and manage it internally without having to, in permanent, call on an external partner.  

- Microsoft or Google? - Easy integration that I could achieve.... or Paid package of Appexchange?  

In addition to what we have already talked about as a use, are there not advantages to using this or that product ? 

- Such as the possibility of sharing and working with several people, at the same time, on online documents? (tables, letters, etc.), 

- Have a whiteboard for our meetings, a tool to create internal technical or generic documentation (which is constantly evolving) that is NOT simple PDFs but real WIKIs/FAQs. .. Currently I use OneNote, but it's quite limited in layout while Wiki (MS) does not contain full text search...  

And finally, the price is important, and the ability to maintain this on our own.  

In your opinion, which solution should I turn to?  

Thank you for your advice, it will be very useful to me.

 

Bernard

4 respuestas
  1. 13 oct, 11:46

    Hi, 

     

    good question, and you'll get both sides arguing. I'm going to stick to what's relevant to your situation: small team, limited budget, no permanent partner, and adoption as the sole goal. 

     

    The Salesforce side is closer than it appears 

     

    Both platforms offer a 'Salesforce inside my inbox' type view - a pane showing contact/account/opportunity info for the emails you're opening, logging emails, and creating records from the mail window. Outlook has the Outlook integration, and Gmail the Gmail integration. Both can be set up per your admin's clicks and don't usually require a paid AppExchange package. Check your edition as it'll depend on your licences. Most people fall into the trap of thinking that one is easier, and find the real work comes in permissions, fields mapping and training, not on the connector. 

     

    A free method to test 

     

    Run both integrations in a sandbox with 3-5 users for two weeks (free trials for both platforms, sandbox for Salesforce). 

     

    Include at least a couple of your Africa-based collaborators. Connectivity and old PCs usually define adoption more than features do. 

     

    Test the daily flows: send and log an email, create a task, create a lead from the side panel, find a contact quickly. 

     

    Compare the admin work. Ask yourself who's going to maintain this when you're unavailable? 

     

    On the collaboration questions 

     

    Co-editing: Both can do real-time editing well, but Google Docs and Sheets feel quicker on a browser, which may be a consideration on poor bandwidths. The Office web apps are okay but desktop and web can be different beasts. 

     

    Whiteboard: Microsoft has it built in. Google's Jamboard is retired, so check if Google has any recommendations before relying on it. 

     

    Wiki/FAQ: Neither are very good out the box. On the Microsoft side, SharePoint pages or Loop are better options for evolving documentation than OneNote. On Google, Sites plus Docs (and Drive search) is simple and has good search. 

     

    Price: Both vendors have nonprofit programmes, and terms often change, so ask both for current eligibility and discounts. 

     

    Common mistakes people make 

     

    Picking on feature sets and not running a pilot, and adopting the wrong tool as a result. 

     

    Opening up email and calendar sync for everyone without thinking through what ends up in Salesforce. 

     

    Not taking shared mailboxes, calendar permissions, and aliases into account when switching platforms. 

     

    Switching MX records before mailboxes have been migrated so new mail ends up in the wrong place. 

     

    Cancelling the old licences before data has been verified and moved. 

     

    My honest opinion is that if your people spend their time in the browser, are distributed, and want something they can host themselves, Google will usually be the lighter option. If your team needs to use desktop Office apps, or has Microsoft grants, it's perfectly reasonable to stick where you are. Adoption beats feature lists either way. 

     

    If you do adopt Google, the

    Kernel Office 365 to Google Workspace

    Migration Tool can migrate mailboxes, calendars, contacts, and OneDrive in bulk with user mapping, and has a free trial where you can try a small batch first. 

     

    Hope that helps, and am happy to go deeper into the Outlook vs Gmail side-panel setup if it's useful.

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PMM Bulk Service Delivery by Group drop down list showing recently viewed including services with inactive status. 

When using Bulk Service Deliveries by Group in PMM the field to pick a service is showing a list titled "Recently Viewed" which contains services with inactive status. The same happens when searching in the field. Services labeled 2025 are showing as available to select. I have tried activating the BSDT and making sure there is only one status that is considered active for Services. What am I missing? Is there a way to show only Services with Active status in the Bulk Services Delivery by Group pop up field for Service? 

 

#Nonprofit  #Salesforce Admin

3 respuestas
  1. 13 oct, 00:30

    @Asim Ansari Thank you for your answer. It looks like the PMM Service Delivery, Service look up field does not allow you to edit the filter of this managed package.

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Technology & Community Support Specialist — Part-Time, Remote ($42K/yr)

ITNAmerica®, the national nonprofit transportation network for older adults, is hiring a part-time (24 hrs/week), fully remote Technology & Community Support Specialist to support our Salesforce-based platform, ITNRides.

You'll:

  • Provide Salesforce/ITNRides support to internal staff and community partner sites
  • Provide customer support to end users
  • Partner with our CTO on new feature specs and testing
  • Troubleshoot issues, write up Jira tickets, and help drive fixes
  • Build reports/list views and clean up data
  • Write user documentation for Salesforce and ITNRides

You bring:

  • Comfort with Salesforce or a similar CRM (preferred, not required)
  • Experience with UX/UI/UAT preferred
  • Strong troubleshooting instincts and attention to detail
  • Clear communication with both technical and non-technical users
  • Ability to work independently in a remote, part-time role
  • Must be eligible to work in the US

Benefits include paid vacation, sick leave, holidays, and disability coverage. Mission-driven work supporting community transportation nationwide.

Interested? Please send your resume and cover letter to ITJobs #Job Postings  #Nonprofit

2 comentarios
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I'm using NPSP, for the record, and do not have payment allocations enabled. I'll need to be able to filter for close date/ payment date as well, but don't think that'll be an issue. Would love any tips, will do whatever to be able to get the results I need!    Previous attempts:   I've tried "Opportunities w/ Payments and GAUs", but consistently run into an issue (regardless of whether I'm using cross filters/ whether I include a "does not equal "" " filter where GAUs populate as blank, despite very much existing). Based on very generous suggestions from an earlier thread, I tried to begin with "GAU Opportunities with Payment" (and "GAU Opportunities with Opportunity"), but in both cases could not add the fields I needed for the other (close date and payment date, respectively). It seems that the issue is due to the whole with/ without thing, and so I tried to make a custom report, but cannot seem to create a report type that allows me a sufficient degree of flexibility.  

1 respuesta
  1. 10 oct, 13:09

    @Ryan McCracken those blank GAU rows are the join, not bad data. A payment and a GAU allocation are both children of the opportunity. A custom report type can walk down one of those, not both. That is why one type has close date and the GAU, and the other has payment date, and the combined type shows a blank GAU.

    Campaign is on the opportunity, so that half is easy. Opportunities with Payments, filter Campaign, Close Date, and Payment Date.

    For a GAU, use Opportunities with GAU Allocations and filter the GAU plus Close Date. Payment Date will not be on that report. A joined report can sit the two side by side on Opportunity Id, and the amounts will repeat when one opportunity has several payments and several allocations.

    If you need one row that is a payment, a GAU, and a payment date, that is what Payment Allocations are for. Without them, NPSP never stored which payment funded which GAU.

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We are using Data Processing Engine (DPE) in our organization, and I'm having an issue with the NPC_DonorGiftSummary process.

The process is scheduled to run every night at 12:00 AM through a Flow. It last ran on May 26 and its status has remained "In Progress" since then. It has not changed to "Completed", and I do not see any errors or failure messages associated with the run. But I see INVALID_TYPE error when hovered over Batch Job Definition (Attached is the screenshot).

Could you please help in what might be causing the process to remain in progress and advise on the next steps?

Thank you. 

1 respuesta
  1. 10 oct, 11:54

    @Swetha Movva that In Progress row is stuck. It will not flip to Completed on its own, and the midnight flow will not finish a run that has sat there since May 26.

    INVALID_TYPE on the Batch Job Definition means the job pointed at an object or field this org does not have, or the user looking at it cannot see that type. A lookup you cannot describe often shows exactly that on hover.

    NPC_DonorGiftSummary is a Nonprofit Cloud definition. It expects the gift objects from Nonprofit Cloud, gift transactions and the donor summary, not NPSP opportunity rollups. If those objects are not in the org, the batch job dies with INVALID_TYPE and the DPE row never gets a failure status, so it just stays In Progress.

    Cancel that stuck run before the schedule stacks another one on it. Then open the definition and check the objects it writes. If gift transaction is not there, this DPE cannot run, and no permission on the flow will invent the type.

    If the objects are there, the same error is access for the user the flow runs as. The person watching the monitor and the user who runs the job are not always the same.

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 We are encountering an issue in our sandbox org while attempting to access the Library tab through Salesforce Classic. After switching to Salesforce Classic, we click the "+" (All Tabs) icon in the tab navigation bar. Normally, this should open the page displaying all available tabs/objects, from which we can select Library.

However, instead of loading the page, Salesforce displays an Internal Server Error.An Internal Server Error page is displayed.

Error Details

  • Error ID: 420406434-220348 (1249209997)

Internal server error - salesforce classic

 

 

 

#Nonprofit

1 respuesta
  1. 9 oct, 17:36

    @Keerthana Udayakumar That error is the All Tabs page, not the Library tab itself. The plus icon builds the whole Classic tab list before you can pick Library, and one broken tab on that list takes the page down with an internal server error.

    A Visualforce tab whose page is gone, or a package tab the sandbox can't render, does this. Lightning never opens that page, so the org can look fine until someone switches to Classic and hits the plus.

    Try Library from Lightning, or from a Classic app that doesn't include the bad tab. If All Tabs only fails in one app, pull the newest tabs off that app until the plus loads again. I can't read error id 420406434-220348 from here. If you need Salesforce to trace it, open a case with that id and say it happens on the Classic All Tabs page.

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@Nonprofit User Group, Michigan, US please RSVP for our October virtual meeting! It's all hands on deck for demos and conversations about your favorite and most impactful reports and dashboards! Please join us and bring an example to share! RSVP HERE

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#Nonprofit

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