Hi Experts,
In NPC Fundraising, I need a “Total Gift This FY” rollup. However, the OOTB DPE Rollup calculates the summary based on the calendar year instead of the fiscal year.
Has anyone implemented an FY-based rollup using the standard DPE Rollup? Any guidance would be very helpful.
@Nonprofit Hub@Nonprofit Ask Me Anything (Global) @Fundraising@Nonprofit Cloud (Agentforce Nonprofit)
7 respuestas
I want to insist on Claude Code to help you out with your DPEs. DPE are really hard to do / learn, but Claude Code (using the UI, not code or terminal) is really handy for that. For example, the FY switch for giving level and other fields.
