Resources from the AMER Ask Me Anything (AMA) Session from Tues, Nov 12, 2024
Here are some of the resources shared as part of the live AMER Ask Me Anything Session
THANK YOU to our lead @Rob OBrien and our hosts @Erica Cox and @Michael Chevrette who handled a TON of questions - it was a great conversation as usual, the hour flew by!
These live AMAs are not recorded to allow for open, honest conversations. Here are some written follow-up resources, as promised!
Has anyone used Accounting Subledger with Nonprofit Cloud
- Think about what is your goal? your integration or your static records?
- Check out the Accounting Subledger group in the Trailblazer Community
Hi there! We use NPSP. Hoping to get some guidance from the community about best practices around entering over/underpayments on pledge payments in Gift Entry. It seems like NPSP only likes payments when they are the pretty *exact amount :) and not messier other circumstances.
- Check out the Gift Entry group in the Trailblazer Community
- Go to the oppty and find the scheduled payment
- Gift entry? Is that the same as the standard opportunity object? No its not.
I work with a very small nonprofit organization and am self-taught on Salesforce. We are using NPSP currently. What is the difference between NPSP and Nonprofit Cloud?
- Salesforce Ben blog: Salesforce Nonprofit Cloud vs. NPSP: What You Need to Know
- Blog: What is the Difference Between Salesforce Nonprofit Starter Pack and Nonprofit Cloud? Choosing right for Your Organization
- Heller Consulting video: What's the difference between Salesforce NPSP and Nonprofit Cloud?
What are the improvements - what are the big benefits (of Nonprofit Cloud)?
- NPSP = is a managed package
- NPC = built into core
- Survey Results: Salesforce Nonprofit Cloud Adoption and Sentiment
If youre a small nonprofit when would you consider NPC?
- Hosts saying they would not recommend NPC for small nonprofits right now (but it really depends on each organisation!) dont forget that NPSP is functional and will continue to be functional. See @Michael Kolodner's recent blog about the future of npsp.
Hi There Everyone, thanks for hosting! My question is more around Reports and Dashboards. Our Executive team wishes to present metrics in a specific manner but from what I understand, there are limitations to different chart types. What workarounds can be used for native SF features instead of being sold Tableau or Data Cloud. I can explain more off mute if needed (didn't want to write a novel lol)
- There are limitations to salesforce reporting so don’t feel responsible for those limitations!
- CRM Analytics
- Apsona + Weekly Demos
- PowerBI is a Microsoft alternative - learning curve, but directly connects to Salesforce Objects and has amazing flexibility / visuals.
- go to the appexchange and search dashboards
Sticking with the theme of reports, how would I generate a report of number of donors per month. I have tried to implement the unique count feature, but it isn't coming up as an option.
- think about what is your base report type = accounts with payments you can do for a single period of time, but you should be able to do report type with opps and if you inclue accoutn as a column then you can do unique count on accoutn and then group by closed date and then group that by month and that should give you the chart you need. Do straight opportunity.
- Relative dates are super helpful when creating reports.
- Did I get this right @Erica Cox? Anything else you'd add?^
Activities logged on a contact record, created a report with contacts with activities but can see only current years not past years activiteis/ are there any limtiations to activities?
- activities get archived after a certain amount of time, thats why they arent showing up inyour report
- It looks like it is archived 365 days per this post.
Cant add a text field more than 250 characters? or whats the work around to that?
- is activity meeting the need here? does this note make more sense in a chatter post or another notes object? if theres this much effort in a note are you ok to lose them when its archived?
- Or an external doc
- Drive Connect, can link google
- This addresses a hack for activities with longer notes.
Best practice for recurring donations and dealing with gaps or changes?
- maybe some automation/flow to help with this
- Manage Recurring Donations.
- Trailhead: Manage Recurring Donations
Final thoughts:
- Join a local user group near you! https://trailblazercommunitygroups.com
- Join the next Nonprofit AMA session (no more in AMER but there is one final one of the year in EMEA next week... then back in 2025!)
- EMEA: 20th November, 10:00am (GMT) with @Emma Keeling
Thanks again to our hosts and everyone who attended! Hope to see you all again at a future session, see links in the group sidebar or above^ woo!
