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#Nonprofit33 personnes en discutent

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

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What are best practices for creating email templates and sending list email using nonprofit cloud with person accounts?     My issues are:    I want to use merge fields but they are on the account object and Salesforce forces me to use the contact object to send list emails    I want to add person accounts to an email list from the account object list view but it seems there is no way to do that.    I want to add person accounts to a campaign from the account list view and it seems there is no way to do that.    So what are best practices for sending a list email to a group of people while using gift transaction merge fields and contact information merge fields?   

5 réponses
  1. 29 sept., 12:29

    Person accounts plus Nonprofit Cloud equals known email quirks. Verify contact email fields are populated correctly. Check sending settings under organisation-wide defaults. Sometimes the account model confuses the mail merge. A support case usually clarifies things fast.

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Hello, we have the Timeline App installed. For one household, and only one that we have found so far, the search on the top of the Timeline keeps autofilling the user's who is logged in email. It will not let you delete it. It removes all of the items in the Timeline.   

1 réponse
  1. 29 sept., 05:58

    Hi Catherine!

    If this is happening for only one household, while the Timeline App works normally for other households, I’d first suspect something specific to that household record or its related data rather than a general Timeline configuration issue.

    A few things I’d check:

    • Try the same household with another Salesforce user to see if the logged-in email is still auto-populated.
    • Check whether the household or its related Contact records contain that email in an unexpected field.
    • Compare the affected household with a household where Timeline works correctly.
    • Check whether there are any browser autofill extensions or saved form values, although the fact that it removes the Timeline items makes the app behavior worth investigating.
    • Clear the browser cache/site data and test in an incognito/private window.

    If the email still gets inserted for that household across different users/browsers, I’d capture the record IDs and contact the Timeline App vendor, since it may be a data-specific issue or app bug. 

     

    If you can share the Timeline App version and whether this happens for other users on the same household, that would help narrow it down. 

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Having used other CRM databases in the past (Blackbaud & Donor Perfect), I'm looking for tips specific to non-profit orgs. re how to set-up / revamp our current account and donation entry screens within SF. Our current set-up feels clunky and is missing key information that I'm used to seeing in reports used for reconciliations with accounting, etc.  +It seems like there are a lot of groups/forums for SF, and I'm looking for links to which you've felt are most useful. My industry/sector is homelessness support services.  Thank you!    

1 réponse
  1. 28 sept., 12:32

    Hi Kelley! 

     

    Welcome to Salesforce! For a nonprofit, I’d start with the data model and reporting requirements before changing the screens. Coming from Blackbaud or DonorPerfect, some Salesforce concepts can feel different at first. 

     

    For the CRM design, I’d look at:

    • Accounts/Contacts for individuals, households, organizations, and relationships
    • Campaigns for fundraising campaigns and outreach
    • Opportunities for donations, pledges, and other revenue
    • GAU Allocations if you need to track how donations are distributed across funds/programs
    • Reports and dashboards designed around the reconciliation information your accounting team needs

    I’d also avoid adding fields just to reproduce the old system. First identify the reports your team relies on today, then map each required piece of information to the Salesforce data model.

    For nonprofit-specific guidance, the Salesforce Trailblazer Community’s Nonprofit group and Salesforce’s nonprofit resources are good places to compare approaches with other organizations. 

     

    If you share which Salesforce nonprofit package/version you’re using (for example, NPSP) and what your current donation/account screens look like, the community can give much more specific recommendations.

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I am testing out the new SLDS V2 styling in one of my sandboxes and I noticed that when clicking on global actions, the icons that I added are now being compressed due to the length of the names (in SLDS it just doesn't show the whole name). Other than shorting the name of the global action, (which is not always going to be possible). Thoughts? Options? 

 

Icons in Global Actions issue?

 

#Design Strategy #SLDS Styles #Nonprofit

1 réponse
  1. 25 sept., 10:22

    Hi Heath, 

     

    This is a real SLDS 2 rendering behavior, not a config mistake on your end — global actions with longer labels get visually compressed differently under SLDS 2 vs SLDS 1 styling, and there's no admin-facing setting yet to control icon/label sizing in that specific menu. 

     

    Practical options right now: 

     

    1. Revert to SLDS 1 for this sandbox while testing. Setup → Themes and Branding → select an SLDS 1 theme → Activate. This is a fully supported toggle (not a hack), so you can confirm your global actions render as expected under SLDS 1 while you evaluate SLDS 2 elsewhere, without being blocked by this specific issue. 

     

    2. Report it through the official channel rather than working around it silently. Since SLDS 2 is still actively being refined post-GA, this is exactly the kind of feedback Salesforce wants — submit it via the Design System Roadmap feedback link (Trailhead's SLDS 2 support module points to it) so it's tracked against the actual component team, not just a community workaround. 

     

    3. As a partial mitigation if you do stay on SLDS 2: since the truncation is driven by label length, consider whether the action's Label (display name) can be shortened while keeping a more descriptive Description/tooltip — I know you said shortening isn't always possible, but for actions where a shorter label + longer help text would work, that's the only user-facing lever available today without a platform fix. 

     

    There's currently no styling hook exposed to override how global action menu items handle long labels + icons together under SLDS 2 — this is genuinely on Salesforce's side to fix in a future refinement, not something fixable via custom CSS/styling hooks from your org. 

     

    Reference:

    https://trailhead.salesforce.com/content/learn/modules/salesforce-lightning-design-system-2-for-developers/get-help-and-support-with-slds-2

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Looking for Salesforce opportunities

 

Hello Salesforce community, 

I am a Salesforce Certified Administrator with a background in Systems & Infrastructure Engineering, DevOps, and Python development. I am also actively building my expertise in AI technologies.

I am currently looking for volunteer opportunities to gain hands-on experience while contributing to meaningful projects. I would be happy to support non-profit organizations, charities, startups, or small businesses.

I can help with: 

• Salesforce administration and automation (Flows) 

• Python development and process automation 

• IT systems and infrastructure support 

• DevOps and cloud-related tasks 

• AI and data-driven projects

At this time, I am available strictly for volunteer/unpaid roles and can work remotely.

If your organization needs support, or if you know of any relevant opportunities, I would be grateful to connect.

Thank you! 

 

#Volunteer  #Nonprofit  #Remote Opportunities

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Suraj Demgunde a posé une question dans #Sales Cloud

How can we cover attached method. can some help me in this.

 

test method cover

 

#Sales Cloud  #Marketing Cloud  #Analytics  #Nonprofit  #Trailhead  #Automation  #New Releases  #Integration  #AppExchange

1 réponse
  1. 21 sept., 20:47

    Hi Suraj,

    To write a unit test for a @future (callout=true) method, you need to mock the HTTP callout (using HttpCalloutMock) and enclose the execution between Test.startTest() and Test.stopTest(). Salesforce runs all asynchronous methods (like future methods) called within startTest() and stopTest() synchronously right when Test.stopTest() executes. 

     

    Here is an example test class structure to cover your method:

    1.Create a Mock Callout Class:

    Mock Implementation. 

    Create a mock class that implements HttpCalloutMock to return a fake JSON response simulating your patchCall output (ensuring it contains 'state' => 'Success' and a valid JSON structure with an id field).

    2.Prepare Test Data and Context:

    Test Setup. 

    In your test method, insert a test Bid_Review_Request__c record so that the update brUpdate; statement can successfully find and update a record in the database.

    3.Wrap in Start/Stop Test:

    Execution and Assertion. 

    Assign your mock, wrap the future method call inside Test.startTest() and Test.stopTest(), and assert that the record was updated successfully.

    Apex 

     

    @isTest

    private class NewProjectHandlerTopUpTest {

    // 1. Mock class for HTTP callouts

    public class MockHttpResponseGenerator implements HttpCalloutMock {

    public HTTPResponse respond(HTTPRequest req) {

    HttpResponse res = new HttpResponse();

    res.setHeader('Content-Type', 'application/json');

    res.setStatusCode(200);

    // Construct JSON response matching the parser requirements

    res.setBody('{"state": "Success", "resBody": "{\\"id\\": \\"12345\\"}"}');

    return res;

    }

    }

    @isTest

    static void testNewProjectHandlerTopUp() {

    // Create test record to satisfy update operation

    Bid_Review_Request__c testReq = new Bid_Review_Request__c(

    Name = 'Test Project'

    // Add required fields for Bid_Review_Request__c here

    );

    insert testReq;

    Map<String, String> recordMap = new Map<String, String>{

    'ID' => testReq.Id,

    'Name' => 'Test Project'

    };

    // Set mock callout

    Test.setMock(HttpCalloutMock.class, new MockHttpResponseGenerator());

    Test.startTest();

    // Calling the future method

    YourClassName.newProjectHandlerTopUp(recordMap, '{"test":"json"}', 'destination', 'WBS123');

    Test.stopTest(); // Future method executes here

    // Assertions to verify the record was updated

    Bid_Review_Request__c updatedReq = [SELECT WBS_Project__c FROM Bid_Review_Request__c WHERE Id = :testReq.Id];

    System.assertEquals('12345', updatedReq.WBS_Project__c, 'The WBS Project code should be updated successfully.');

    }

    }

    (Note: Replace YourClassName with the actual name of the Apex class containing your future method).

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1 réponse
  1. 21 sept., 20:43

    Hi Mohammed,

    Looking at your screenshot, the error message reads: "The 'Solarbot Pipeline by Stage' component is the incorrect size or in classe incorrect position."

     

    In Salesforce Lightning Dashboards, the automated checker strictly verifies the exact grid dimensions (width and height) and coordinate placement of each component. Based on your layout, the SolarBot Pipeline by Stage component is currently positioned spanning across the left side, but its height or column span does not match the precise specifications required by the superbadge instructions.

    1.Open Dashboard Builder:Dashboard Layout. 

    Open the SolarBot Impact Dashboard in Edit mode. You can verify success when you see the grid configuration handles on your dashboard components. 

     

    2.Adjust Component Width and Height:Component Sizing. 

    Click and drag the corners of the SolarBot Pipeline by Stage component to match the standard sizing and layout guidelines specified in the superbadge instructions (typically a specific number of columns wide and rows high, ensuring it aligns symmetrically with neighboring components). You can verify success when the component grid boundaries snap to the correct layout proportions. 

     

    3.Save, Refresh, and Re-run:Save and Check. 

    Click Save, refresh the dashboard view, return to Trailhead, and click Check Challenge. You can verify success when the green completion checkmark appears.

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I am trying to disable by using autocomplete="Off" but its now working can anyone help with this i am using this under lightning record edit form

 

#Sales Cloud  #Service Cloud  #Marketing Cloud  #Analytics  #Nonprofit  #Trailhead  #New Releases  #Integration  #AppExchange

1 réponse
  1. 20 sept., 06:57

    Hi Vikrant, autocomplete="off" isn't supported directly by lightning-input-field because it doesn't expose the underlying <input> element's autocomplete attribute. 

    If you need to control autocomplete, you can use lightning-input instead of lightning-input-field and set: 

    <lightning-input

    type="text"

    autocomplete="off"

    name="myField">

    </lightning-input>

      

    If you need to keep lightning-record-edit-form and lightning-input-field, you generally can't reliably disable the browser's autocomplete through the component attribute. 

      

    If you can share which field you're trying to disable autocomplete for and what browser you're testing in, I can suggest a more specific workaround. 

     

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1 réponse
  1. 17 sept., 14:00

    Hi Patrick,

    Could you share the exact HTML error message you're getting and the type of email template you're creating (Lightning, Classic, or Visualforce)? 

     

    If possible, also share the HTML/code you're trying to save and a screenshot of the error. The solution can depend on the template type and the specific HTML being used. 

     

    With those details, someone should be able to pinpoint the issue. 

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