#Nonprofit Success Pack24 debatiendo

We currently create our donor research profiles in Word and attach them as Files to Account records. The profile contains Contact info (name, email, phone, mailing address), some giving history, and data from external sources. We would like to transition this to Salesforce. My preliminary idea is a custom object with fields for data that doesn't already live somewhere else, then some sort of mail merge tool (we have Apsona) that merges it all together in one document. Has anyone built anything like this,or used a third party tool they recommend?  

We are on NPSP with no immediate plans to move to NPC.

Does anyone have a solution for integration? Or would we need a third party like Zapier to handle transactions? I assume we'll need to have a Square account first too? Apple Pay seems to be only available if we have Stripe as a payment processor. 

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! 

We have finally (YAY!) integrated Give Lively with Salesforce. And we've started using Give Lively events for some programatic events that are free but with an option to purchase a $10 ticket to support the work. We love having everything flow directly into Salesforce. However the many $0 opportunities that are being categorized as "donations" are confusing our reporting. My tentative solution is to delete these $0 opportunities as we typically don't consider attending this event as something that gets an opportunity - only a campaign member added.  Has anyone had a similar situation?  I'm thinking a flow that identifies and deletes $0 opportunities created by Give Lively 

Hi All! I need your help understanding how we can integrate Google Form ( the website form is a Google form) with Salesforce (NPSP) if the customer is not interested in paying for an integration tool like Zapier. 

regards,  Preeti

Success Pack

Hi all,

Wondering if anyone uses Formstack to/from Salesforce. We have a weird issue arising. We have a Youth consent form for parents to sign for youth taking classes. They need to sign this at least twice a year if they are taking additional classes in a different month. We have it set up to pull the data from the record into the form if they have completed it before - totally fine.

We did not have it set up previously to update the submitted date on the contact record. Now I have that box checked on JUST that field. The checkbox is "Update existing Salesforce record matching this field value:"

I haven't hit this button on any other field so that we don't have blanks erasing previously provided information.

We now have an issue popping up where the birthdate is then changed to blank when the new form is submitted. It is not a required field and I do not have the box checked to update the field upon resubmission. The weird thing is that when I see a record where the birthdate was removed, I go to the form submission and the birthdate is there pre-filled in the form.

Any thoughts? I'm hoping the checkbox update for just the date field isn't causing the issue here. I'm going to reach out to formstack support to, but wanted to check in and see if anyone has run into this issue before.

Hi, I understand the sales cloud has this integration for google analytics: https://support.google.com/analytics/answer/7584446?hl=en

and the upcoming Elevate add on will be able to integrate google analytics with NPSP but I do not know if non-profits have free/DIY alternatives to integrate Google and NPSP today. Has anyone achieved this? Would like to know how to send the gift information and user profile so Google Ads segmentation can benefit from the CRM info. It would also be good to know the pricing of Elevate, although I don't the group will be able to afford another expense right now (maybe later).

Thank you!

Attempting to uninstall NPSP Recurring Donation in a Sandbox, was able to resolve all Component Type dependencies that were blocking the uninstall, except  last one which reads: 

Component TypeName Problem

Custom Field | Recurring_Donation | Can't uninstall package because an external component is referencing a component in this package. Remove the reference, and then retry uninstalling this package. Workflow Rule Filter: 

There is no name associated with the Workflow Rule Filter: 

which makes it difficult to track down. I have downloaded all meta.xml files and reviewed all Flows and Triggers etc but can not find any reference to NPSP components. 

#NPSP