There are many places you can leave notes to help Future You remember what you've built in Salesforce and why.
https://www.freelikeapuppy.tech/post/leaving-breadcrumbs
@Admin Group, Philadelphia, US @Nonprofit User Group, Philadelphia, US @Admin Group, West Chester, US @Nonprofit and Education MindShare @Salesforce MVP Collaboration Space
#Product Documentation
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
Salesforce Spring '25 documentation review request
Hello, I am the writer for Salesforce Feedback Management docs.
The Spring '25 documentation is now available on the unauthenticated Help portal. The docs have been reviewed by PMs and tested in test orgs. The last step in the process for this release is to get the content reviewed by external stakeholders.
Please review the Feedback Management
release notes and help docs
by Wednesday, 12 March 2025. Here's the link to the release notes (the corresponding help docs are available in the See Also sections within each release note):
While reviewing, please look for things like:
Make sure you're viewing the unauthenticated help portal. If in doubt, use an Incognito window.
#Release Notes #Product Documentation
cc
@Sujit SuseelNPSP 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
Yes, sorry folks. Many apologies for these frustrations. These hiccups are inevitable whenever there is a move/change of this magnitude. Please be patient as all the assets land in their new homes, and do reach out here if you need help finding things. (And thank you @Lizzy Roberts for your always dependable and excellent help!)
And also.... In Celebration of the Virtual Community Sprint this week and in the spirit of helping as many as possible:
Announcing 2 how-to videos for the @Volunteers for Salesforce (V4S) App
Create a Job Recurrence Schedule
Thanks to everyone who worked on this video!
@Community Project - NPSP Videography
@Donna Whitig @don Ashley @Barbara Bends @Munira Majmundar @Jessie Rymph
@Barbara Christensen (Percolator Consulting) @Katie McFadden
#PUBCrawlTip #Product Documentation #Nonprofit Success Pack #Volunteer Management #Volunteers for Salesforce (V4S) #Help & Training @Open Source Commons & Community Sprints
@Catherine Adams (salesforce.com) @Sam Knox (salesforce.com) @Sarah Marovich (salesforce.com)
In Celebration of the Virtual Community Sprint this week and in the spirit of helping as many as possible:
Announcing 3 how-to videos for the @Outbound Funds Module (SFDO Product) Package
Create a Funding Program and Request
Create Requirements for a Funding Request
You can find the written documentation in the Outbound Funds documentation.
https://github.com/SFDO-Community/OutboundFunds/wiki/Outbound-Funds-Core-Package
https://github.com/SFDO-Community/OutboundFunds/wiki/Requirements-Object
https://github.com/SFDO-Community/OutboundFunds/wiki/Disbursements
Thanks to everyone who worked on this video!
@Community Project - NPSP Videography @Outbound Funds Module (SFDO Product)
@Junette Tan @Libby Ziemelis @Heath Parks @William Corkill @Mark Adcock
@Barbara Christensen @Shari Carlson
#PUBCrawlTip #Product Documentation #Nonprofit Success Pack #Help & Training @Open Source Commons & Community Sprints
@Catherine Adams (salesforce.com) @Sam Knox (salesforce.com) @Sarah Marovich (salesforce.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
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
@Bill Florio I just added this to the latest #HubCap -- thanks again! These are so helpful! http://bit.ly/HubCapDecember2019
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