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Exciting News! We're happy to share the help docs for Collections and Recovery. Help financial institutions and corporations streamline their collection processes, reduce delinquencies, and maintain positive customer relationships. The collections and recovery process is a critical aspect of financial management and operations for businesses, lenders, and financial institutions.  

#Salesforce  #Financial Services Cloud  #Product Documentation  #CX

NPSP Workflow Diagrams Document Published

We published a new PDF today, NPSP Workflow Diagrams. This reference guide provides workflow diagrams and text descriptions for several automated NPSP processes.

https://powerofus.force.com/s/article/NPSP-Workflow-Diagrams

We wrote this guide for database administrators, implementation partners, third-party software developers, and anyone interested in the technical aspects of NPSP processes.

The guide doesn't cover every workflow in NPSP. In fact, it only covers a handful! Let us know what we should include next. If you're interested in contributing to this document, please reach out and let us know!

@Salesforce.org System Administrators​ 

@Nonprofit Hub​ 

@Jon Michael Varese​ 

@Cori O'Brien​ 

@Alicia Schmidt​ 

powerofus.force.com

Announcing a new video in the NPSP How-To Series: Create Deduplicated Mailing Lists from a Campaign

This video is an explanation of how to create mailing lists using the Nonprofit Success Pack and avoid sending more than one letter to the same household!

You can find the written documentation in the NPSP Documentation

Thanks to everyone who worked on this video!

@Community Project - NPSP Videography​ 

@Kristina Winters​ 

@Debra Van Zegeren​ 

@Barbara Christensen​ 

#PUBCrawlTip​ ​   #Product Documentation​   #Nonprofit Success Pack​  #Household Mailing List​  #Help & Training​  #Campaign Mailing List​ ​  @Open Source Commons & Community Sprints​ 

@Catherine Adams​   @Sam Knox​  @Sarah Marovich​ 

www.youtube.com

Announcing a new video in the NPSP How-To Series: Customizing Labels

This video is there for those who struggle renaming assets connected to managed packages like NPSP.

You can find the written documentation in the NPSP Documentation

Thanks to everyone who worked on this video!

 @Community Project - NPSP Videography​ 

@Donna Whitig​ 

@Melissa Barber​ 

@Melissa Hill Dees​ 

@Volunteers for Salesforce (V4S) App​ 

#PUBCrawlTip​   #Product Documentation​ ​  #Volunteers for Salesforce (V4S)​  #Help & Training​ ​  #Best Practices​ ​  @Open Source Commons & Community Sprints​ 

@Catherine Adams​  @Sam Knox​  @Sarah Marovich​ 

Check out the latest NPSP How-To Video

Volunteers for Salesforce: Create a Recurring Volunteer Schedule

You can find the written documentation in the V4S Documentation

Thanks to everyone who worked on this community project. Special shout out to the man who keeps us all on track and edits these videos behind the scenes - @Bill Florio​ !

 @Community Project - NPSP Videography

@Donna Whitig​ 

@Melissa Barber​ 

@Lynda En​ 

@Bill Florio​ 

@Volunteers for Salesforce (V4S) App​ 

#PUBCrawlTip​  #Product Documentation​  #Volunteers for Salesforce (V4S)​  #Help & Training​  #Best Practices​  @Open Source Commons & Community Sprints​ 

@Catherine Adams​  @Sam Knox​  @Sarah Marovich​ 

Announcing a new video in the NPSP How-To Series: Relationship Auto-creation

 Discover how contact to contact relationships can be created by populating a field on a contact or campaign member using the Nonprofit Success Pack.

Then learn more from the written documentation in NPSP Knowledge

Thanks to volunteers from the @Community Project - NPSP Videography​  @Munira Majmundar​ @Munira Majmundar​  @Matthew Poe​ for their work on this video: 🎬

#PUBCrawlTip​  #Product Documentation​  #Contacts & Organizations​ #Help & Training​ #NPSP Relationships​ #Constituent Relationship Management​  @Open Source Commons & Community Sprints​ @Hub Heroes​ 

@Cori O'Brien​ @Sam Knox​ @Sarah Marovich​