#NonprofitHelp2 debatiendo

What is the expected mapping behavior of custom Recurring Donation fields to Opportunities when installment auto-creation is disabled

? 

For example, I want to map a custom 'Acknowledgment Status' field on the Recurring Donation to the 'Acknowledgment Status' field on Opportunities. If NPSP were set to auto-create the next installment, the Recurring Donation's Acknowledgment Status would get mapped to the new Opportunity. However, we have installment auto-creation disabled. So if the next won installment for a Recurring Donation comes in, say, through an online donation platform, would its Acknowledgment Status be inherited from the Recurring Donation:

• When it's created?
• In a batch overnight?
• At all?
• And would the Recurring Donation's Acknowledgment Status get copied to all child Opportunities, or just new ones after the field is updated?

Thank you for any insight you can provide! 

Our org wants to utilize GAU Allocations - but from what I can tell, On the "New Opportunity" form, there's no way to just have a field similar to Primary Campaign Source where you just select which GAU you want to associate the donation with. The only way to do it is after the Opportunity is created, going to related lists in the newly created record and edit the GAU, which takes too long. I imagine this is because GAU has the ability to be split up the amount into multiple Allocations, which is too complex for a simple lookup field, but 99% of the time I just want it to go 100% to one GAU. How can I make this an option directly from the New Opportunity form? I know Campaigns can be tied to a GAU but sometimes we'll have an event where people give to different things, so that's not a solution. Would the easiest thing be to Create a picklist with the GAU options and then a flow that creates a GAU based on the picklist selection? 

*Using Nonprofit Success Pack, if that's relevant*

Reviewing everything about merging contacts, it says that the associated tasks/activities will stay on the final master record.

However, when we merged two contacts, quite a few of the associated "tasks" (using E-mail to Salesforce which creates Unresolved Email tasks which are then assigned to the contact) linked to the records completely disappeared. It seems the ones that disappeared were the ones associated with the non-master account. But I thought the activities and tasks from both would be carried over to the master record?

I checked to see if the tasks still existed somewhere in Salesforce (thinking maybe they were now not Related To anything) but they were gone.

Any clue why this is happening? This org uses Email to Salesforce pretty frequently and losing those correspondences when merging contacts will cause major issues.

Thanks :)

#Nonprofit  #Nonprofit Success Pack

Hi everyone,

I am looking to apply my Salesforce skills in a volunteer capacity. I bring over 8 years of experience in data analysis, where I’ve specialized in Excel and data storytelling. I am a Certified Salesforce Admin, currently closing in on Trailhead Ranger status.  

I’m comfortable with dashboarding, and core admin tasks, and I’m looking for a volunteer/unpaid roles where I can utilize my salesforce learnings.

Thank you! 

#Volunteer Opportunities #Volunteering #Nonprofit #NonprofitHelp

Hi,

I am looking to apply my Salesforce skills in a volunteer opportunity. I have 2 years of experience using Salesforce in the service and sales sectors. My experience consists of generating reports, managing data, and small-scale admin tasks (e.g. creating custom fields). I have experience manipulating data in Excel, and updating Salesforce using DataLoader. I am also a Certified Salesforce Associate.

Does anyone know of any volunteer opportunities that matches my skills? I am interested in working remotely.

Thank you!

#Volunteer Opportunities #Volunteering #Nonprofit #NonprofitHelp

I want to move from away from a 'many lists, few segments' to 'one list, many segments' approach to managing supporter email preferences in Campaign Monitor (CM). And in doing so only pay once per subscriber! I also want some users to be able to edit the subscriber email preferences from the Salesforce contact record and have that sync back to CM. 

Has anyone built a solution around how to make a synced Salesforce field that relates to a list segment from which data syncs both ways? Beaufort 12 Support explained that due to high processing demands, detailed segmentation information can only be accessed directly within CM. 

If I create a dummy segment in CM, can I use that to auto-populate a custom field on the contact record, via SF reports? Alternative ideas are greatly appreciated!

TIA,

Emma

#Trailhead  #Nonprofit  #Integration

Can anyone share best practices of importing an ASL report from Salesforce into Quickbooks? It has been recommended to me that we use Import Excel | Google Sheets | CSV - Business Importer to assist in getting the CSV file imported. I believe part of the issue is mapping the custom fields created in Salesforce over to Quickbook Online and having them be recognized to complete the import.

Does anyone have experience using this app? Or has anyone found a better way to get spreadsheet with the custom fields imported into Quickbooks?

 @Keizra Tyson-Griffin and I are looking for some recommendations. Any assistance is greatly appreciated.  Adding @Salesforce.org System Administrators to the chat. Thx