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Nonprofit Hub

This is the Nonprofit Hub for Q&A of the Trailblazer Community! This is a public group for anyone who is interested in how nonprofits are using Salesforce for social good. Or for those folks using the Salesforce.org Apps including the Nonprofit Success Pack (NPSP).
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Lizzy Roberts (Senior Manager, Nonprofit Community presso Salesforce.org) ha postato in Nonprofit Announcements
Oggi, alle 18:16

Hi Nonprofit Community! Weekly Roundup - Sept 4

 

Hi crew! I've been on out the last few weeks but I'm back so, HI AGAIN!!! There's been a lot going on - webinars, events, release updates, the road to Dreamforce... and of course, so much more! 

 

Now, let's take a look at what's going on in the Nonprofit Salesforce world this week. Chime in on the comments if there are other hot topics you'd like to share too :)

 

⭐ What's new

  • NEW! Dreamforce 2 U! The Nonprofit Team is coming to a city near you AFTER Dreamforce! If you’re not attending Dreamforce this year, we'd love to invite you to "Dreamforce 2 U", a free local event to share Dreamforce highlights, coming to TEN CITIES: Denver, Chicago, Atlanta, Boston, McLean/DC, New York, Seattle, Austin, Toronto, Indianapolis! See links to register below! 
  • New Winter '27 Release Info Available: Check out the Winter '27 Release resources.
  • REMINDER: The Amsterdam Community Sprint still has lots of space - October 19-20 at the Salesforce Amsterdam office - please share with your networks as it is not often our Community Team comes to the Netherlands so please help us spread the word! :) 

💻 Upcoming Events 

AMAs

Webinars

In-person Events - Sprints! 

In-person Events - Dreamforce! 

In-person Events - "Dreamforce 2 U" (After Dreamforce)

  1. September 29 - Denver
  2. October 13 - Chicago
  3. October 15 - Atlanta
  4. October 20 - Boston
  5. October 22 - McLean/DC
  6. October 27 - New York
  7. October 29 - Seattle
  8. November 5 - Austin
  9. November 10 - Toronto
  10. November 12 - Indianapolis

Upcoming deadline

💬 Recurring Gatherings

🎥 On-Demand Highlights

📚 Always On Resources & Connections

Thank you for being part of this community, appreciate you all!

 

💙 Lizzy & the Nonprofit Community Team

 

p.s. I know there's been a LOT going on the last few weeks - chime in the comments if there's anything else that's top of mind or that I missed, thanks!

2 commenti
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Irene Buijvoets (Office Manager presso Age Concern New Zealand)
Oggi, alle 00:30
Archiving functionality

Our organisation works in the Health space and as such we have a legal obligation to keep records on file for 10 years. On the other side of the coin we also have to comply with Privacy legislation that allows clients to 'be forgotten'.  

 

What solution do you know of / recommend for archiving, that would allow us to get records away from end users but still accessible to selected users for legal purposes? 

 

Do you have a preference for a native solution, or a separate one? 

And do these solutions generally integrate with back-up functionality or would you keep that separate?

3 risposte
  1. Deepak Sharma (Cloud Solution)
    Oggi, alle 05:13

    Hi @Irene Buijvoets 

     

    Big Objects could be a good option for long-term archival, particularly for large volumes of historical data. Scheduled/Batch Apex can be used to move eligible records based on the retention policy, while access can be restricted to selected users.  

     

    For the privacy requirement, I would recommend defining the retention/deletion policy first—legally required records should be retained as required, while data that no longer needs to be retained can be anonymized or deleted.  

     

    Thank You

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Justin Gilmore (Solution Engineer presso Salesforce)
6 ago, 01:07

Just starting out with Agentforce Nonprofit (AFNP)? Getting stakeholder management right — individuals, households, relationships, affiliations — is one of the hardest parts of a new implementation. There are a lot of objects, a lot of settings, and a lot of choices to make at once. 

 

The Stakeholder Management Quick Start is a free, open-source Global Public Sector Accelerator built specifically for new AFNP customers. It installs an unmanaged package with best-practice configuration already in place — so admins can focus on their organization's needs instead of figuring out the plumbing. 

 

Who is this for?

 Admins and implementation teams starting a new Agentforce Nonprofit implementation who need the stakeholder data model set up correctly from day one. 

 

Why was this built?

The AFNP stakeholder model — households, relationships, affiliations, contact points — requires dozens of interconnected decisions before staff can use it effectively. Without a clear starting point, implementations often end up with duplicate records, broken address syncs, and cleanup debt that builds silently for months. This accelerator provides the starting line. 

 

How can it help me?

Install the package and get the following out of the box:

  • Households — automated household naming, Party Relationship Group creation, and a guided screen flow for adding/removing members and managing per-member address and phone sync
  • Relationships & Affiliations — guided flows for individual-to-individual, person-to-org, and org-to-org relationships with automatic reciprocal creation, customizable roles, and support for preserving history
  • Contact Info — Contact Point Address, Phone, and Email as the system of record, with per-member household sync that respects individual preferences
  • Setup — custom app, Dynamic Lightning Pages, permission sets, quick actions, and field help text ready to go

What does it cost?

Nothing. It's free and open source. 

 

Check out the accelerator here: https://sfdc.co/smqs

 

Read more here: https://www.linkedin.com/pulse/getting-stakeholder-management-right-from-vm2lc/

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Timothy Mauro
Ieri, 20:31
We enabled Person Accounts, loaded contacts, no one can see them!

Hi all, I need Sys Admin help in a big way. I enabled "Person Accounts". We are a small overseas NGO that doesn't use accounts, and this seemed the best way to not have to deal with accounts anymore. 

 

Then I loaded up all the org's contacts under my login, launched the app, and no one can see any contacts. They can only see "My Contacts" (namely zero contacts), since I guess the contacts are all "mine".  Users (even other SysAdmins) don't even have the option of "All Contacts" in their List Views, the little arrow on the tab does not contain "All", only "My", and any List View has the filter of "My Contacts" hard-coded and this cannot be removed. 

 

I have fiddled with Sharing Settings, I set accounts to "Public Read/Write", and Contacts to "Controlled by Parent", so far no matter what I do, no one can see any of the contacts I loaded, not even other Sys Admins. I can't believe this, why is this so hard?  Please help!

5 risposte
  1. Timothy Mauro
    Ieri, 23:04

    I found it.  Paid a consultant on fiverr who spotted it immediately, it was this "Intelligence View" thing to the upper right of the list views, which was the default.  Switched that to List View, and now all the contacts are visible.  It had nothing to do with permissions, person accounts, profiles, anything like that.  Wow!  Now to disable/disappear this not-so-Intelligent View button.. 

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Caitlin Gilmore (Salesforce Administrator presso Southern Environmental Law Center)
1 set, 12:56
User Role required now?

Has anyone else come across the issue where the user role is now required? My org doesn't really use them except in specific circumstances for our Development officers (my previous org didn't use them at all so I know I'm not alone in this). I noticed in August when I was reactivating a user with a standard license and was forced to pick something. It did the same thing when I created a new user (also with a standard license) as well. It defaults to the first choice on the list if you have any roles created, and I can't select none.  

 

I asked SF Support when I couldn't find any documentation on it. They thought it might have been a setting I turned on, but were surprised when they opened their own demo org and saw that it was required for them too. They told me this morning that they were asking some higher ups about it. 

 

I've attached screenshots of my account where you can see that when my account was created, a role was not selected but if I were to edit it, it defaults to the first choice on the list and is required. 

 

@* Salesforce Administrators * @Nonprofit Success Pack @Admin Addicts

Role not assigned.png
Default and required.png
2 risposte
  1. Kundan Kumar Jha (Infosys)
    1 set, 15:51

    Try to use a None value for the Role field while creating/updating the user. If there is no flow/trigger/validation rule explictly make it required, it should work.

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Rana Saloglu Bayindir (Salesforce Administrator presso Project Kitty Hawk)
10 set 2024, 20:15
looking for an event management tool integrated with Salesforce

Hi everyone,

We currently use Blackthorn Event Management for our virtual events (webinars with GoToWebinar, Zoom meetings) and in-person events. We’re looking to explore new event management tools and would appreciate any recommendations.

Key features we're looking for:

-Salesforce integration for attendee tracking

-No limit on registrations

-Easy setup for registration pages (customizable)

-QR code check-in app functionality

If anyone has experience with a tool that fits these needs, especially within the nonprofit organizations, I'd love to hear your suggestions!

Thank you!

#Nonprofit
6 risposte
  1. Miranda Luna (Linfield University)
    16 set 2024, 13:47

    We are using EventSpark/SparkSmiths. We are now a few months in and still very much learning but it seems like it will work for our needs and hits on all the functionality you mentioned.

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Jennifer Shaw (Data and Systems Administrator presso neverthirst)
20 ago, 21:25
How do you visually track total giving for donors who give through both their household and their own business(es)?

Hi everyone, 

 

I've posted on the Impact Exchange hoping to get some assistance with this, but I also wanted to ask the community to get more eyes on my problem. I am to the point of overthinking this problem to the point that I can't make a decision to move forward. Essentially I am having trouble figuring out how to accurately report on major donors who give through multiple entities — their household plus one or more personal businesses/LLCs — in NPSP. I'm trying to get an accurate combined giving for the primary contact without breaking lapsed-donor reporting or requiring a lot of manual upkeep. Curious what's worked for others (Account Hierarchy, Contact-level rollups, something else). I am having trouble make soft credit work for my needs. 

 

 

 

Here is the description of my Impact Exchange project for more context:  

neverthirst is a nonprofit running on Salesforce NPSP (Household Account model), with a growing base of major donors who give through multiple entities — their personal household account plus one or more owned businesses (LLCs, foundations, etc.), sometimes four or five per person. We need to reliably report each donor's total giving across every entity they touch, for major-donor stewardship, lapsed-donor tracking, and Top-Donor reporting — without a donor falsely showing as "lapsed" just because they gave through a different business account than last year. 

 

I've prototyped two approaches and want an outside expert to pressure-test the direction and help us build it out properly: (1) NPSP Account Hierarchy, with businesses as child accounts under a household parent, rolled up via custom fields — functional, but dependent on manually maintaining the hierarchy every time a donor's business gives for the first time, and it breaks down when two people co-own the same business and both need full credit. (2) A Primary Contact + soft/hard credit model using NPSP's native rollup fields — less manual maintenance, but a bigger restructuring effort. 

 

Looking for someone with hands-on NPSP experience specifically with multi-entity/household+business donor attribution, who can help us pick (or improve) an architecture, build the supporting rollups and reports, and leave us with documentation our (small, non-technical) team can maintain going forward. Comfortable with an iterative, hands-on engagement rather than a one-time consult — this needs someone in the weeds with us.

9 risposte
  1. Callum Everhart
    31 ago, 10:37

    This is one of those Salesforce puzzles that can become complicated surprisingly quickly. I think the Account Hierarchy approach offers a cleaner long-term structure, although it does require some maintenance. A custom rollup field could then help show giving across related child accounts. Having a simple process for linking new businesses when they appear should keep the data tidy.

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Heath Parks (Information Systems/Salesforce Manager presso Cincinnati Works)
6 mag, 14:27
New "Step Up Authentication" for Reports?

Saw a notice today about a number of security changes happening with SF and the ones I have some questions on are around the new MFA prompting for when they run or view/export reports.  I know we can set a cool down period, but it looks like at least every 2 hours anyone looking at a report will need to redo MFA is that correct?  What about reports on dashboard, etc? Just wondering if anyone has any insight. Prepare for the upcoming Step-up Authentication requirements on Report Actions

 

 

#Nonprofit #Reports & Dashboards #Salesforce Admin

110 risposte
  1. Michael Murray
    29 ago, 18:31

    Step-up authentication for reports also deletes any unsaved report customizations. Sometimes I don't want to save the customizations. But since I cannot know when I am going to have to "step up" until I try an export, now I have to create new reports, save, and then delete when finished to avoid losing anything thanks to a sudden demand to "step up". SF really has their heads up up the backsides with this.

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JULIO ENRIQUE LOPEZ MARIN (ADMINISTRADOR SALESFORCE presso myself)
26 giu, 19:29
We're a nonprofit implementing Agentforce Nonprofit with Program and Benefit Management enabled, and we're looking for advice on our data model for storing ride information from an external ride provider.

Hi Community,

 

We're a nonprofit implementing Agentforce Nonprofit with Program and Benefit Management enabled, and we're looking for advice on our data model for storing ride information from an external ride provider.

 

Our Use Case

We offer secure rides as a client benefit. Ride data is sourced from external ride provider’s system and pushed into Salesforce via API. A key requirement is that we do not store any PII in Salesforce — client identity is managed through tokenized Person Accounts (e.g., "Client 00123") with an External ID that maps back to the source system.

 

Our Proposed Data Model

We plan to use the native Agentforce Nonprofit Program and Benefit Management hierarchy:

 

Program → Benefit (Type: Service) → Program Enrollment (Token-based Person Account) → Benefit Assignment → Benefit Disbursement (each individual ride)

 

Each ride from an external ride provider would be stored as a Benefit Disbursement record, upserted via API using an External Ride ID field. We'd add custom fields to the BenefitDisbursement object (surfaced via the Benefit Disbursement Field Set) to capture ride-specific data from the external ride provider, including:

 

- Pickup and Drop-off DateTime (UTC), City, State, and Zip Code

- Distance (miles) and Duration (minutes)

- Ride Cost, Transaction Amount, Transaction DateTime, and Transaction Type

- Ride Type, Fare Type

- Scheduled Ride ID and Flex Ride ID

 

We are not storing street addresses — only city, state (using State/Country picklists), and zip code to keep the data PII-safe.

 

Our Questions

  1. Is BenefitDisbursement the right object to store individual ride events from an external system, or would you recommend a different approach?
  2. Are there any limitations of the BenefitDisbursement object we should be aware of when storing high-volume records from an external integration?
  3. Has anyone used the Benefit Disbursement Field Set to surface ride- or service-specific custom fields, and are there any gotchas?
  4. Any considerations we should keep in mind for reporting on ride utilization (rides used vs. rides allocated) using this model?

Any advice or experience with similar implementations would be greatly appreciated!

 

Thank you!

3 risposte
  1. Callum Everhart
    28 ago, 02:07

    Benefit Disbursement seems like a reasonable fit for tracking individual ride events. The part I would watch is the difference between rides allocated and rides actually used. A Flow or rollup could help keep the remaining balance visible. For larger volumes, I would also keep an eye on API limits, as that is where an otherwise tidy setup can become rather untidy.

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Kyla Farroll (Founder and Executive Director presso The Center for Agency, Understanding, and Student Exploration (CAUSE))
18 ago, 16:07
Pro Bono support for nonprofits

Hi everyone! After spending over 3 decades in higher education - including 8 years in the Salesforce ecosystem - I've created my own nonprofit called CAUSE: Center for Agency, Understanding, and Student Exploration. We support high school and postsecondary students through self-discovery and interest exploration leading them to meaningful careers through peer to peer community support and offer experiential learning opportunities. I know the importance of having a solid, scalable technology foundation, especially with the right data architecture, but as a startup I am still pursuing funding opportunities. I'm wondering if there are pro bono resources available to nonprofits to support some MVP development of Nonprofit Cloud (or possibly Education Cloud) and other products? Or, even aside from tech development, other types of resources which provide general planning and management support for nonprofits? I see a lot of options out there for accelerators, investments, etc. for tech startups, but not a lot for nonprofits. Thanks for any guidance, advice, resources, etc. anyone here is willing to provide!

9 risposte
  1. sarina wiliam
    31 ago, 20:01

    Hi! I’d recommend starting with a small Salesforce MVP rather than implementing everything at once.

    Focus on:

    • Student profiles & interests
    • Career/experience tracking
    • Peer/mentor engagement
    • Basic reports and dashboards

    Then seek Salesforce pro bono partners, nonprofit grants, and volunteer consultants for implementation and strategy support.

    Create a 1-page project brief explaining CAUSE’s mission, MVP requirements, timeline, and expected impact. A specific request like “Help us build a 6–8 week Salesforce MVP” is much more likely to attract support.

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