#Nonprofit67 utenti parlano di questo argomento

Hi everyone — reaching out to this community as I explore my next role.

I’m a CBAP-certified Business Analyst with 20+ years of experience across federal government, FinTech, and SaaS, and I also hold Salesforce Business Analyst and SAFe Agile certifications. My background includes Salesforce flows and SOQL, data mapping, UAT leadership, and compliance documentation, with growing hands-on experience in AI and automation tooling.

I’m open to Senior BA, Product Analyst, BA/PM Hybrid, and Product Owner roles. If you know of anything open, or are hiring, I’d love to connect — happy to share my background in more detail.

Thanks for reading, and good luck with your own searches too.

Is the Partner license compatible with the Fundraising Permission set on NPC org?    Community Plus Login doesn't work with the Fundraising Permission Set.  I have a use case to show the donation history in the Experience Cloud on a NPC Org.   

Hi,  I'm trying to create a flow so when we have a new donor (first donation, but may have an existing contact/account record), they receive a series of emails (3 in total).     I can see how to make it work if it is a one-off email, but not multiple emails.    I can create scheduled paths, but I can't figure out how to make the criteria so that it triggers only for a first-time donation.  I could use Get Elements and do it there, but then I can't do scheduled paths.  The drip campaign would be 1st email immediately, 2nd email 7 days later, 3rd email 14 days later.    I've been using the opportunity object. I have a field on there that shows "total gifts" similar to what npsp has on the account and contact objects.    I wasn't using contact or account object as the triggering object b/c we also have grants, DAFs, etc as opportunities so I  need to be able to only send it if the new donation record type is "donation" and not "grant" or "DAF", etc.    Has anyone done this before and how did you make it work.   

Hi! I'm wondering if anyone might be able to help me figure out how to have the Primary Campaign Source field in PatronManager automatically auto populate to the correct campaign when a new donation gets entered into the system? For example, with new donations that roll in, the Primary Campaign Source is always blank, and I need to go in and manually update every single record to be in the correct current fiscal year campaign. It is time consuming and something I'd rather not have to do. I did some research and found out about flows. I did do some of the Trailhead modules on this topic, and played around with creating a flow both in the Trailhead sandbox, and an actual real flow that I hoped would work. I'm still quite new to Salesforce, and it seems that the flow I created did not work. I'm stumped and would really appreciate some help. Thank you! 

Hey everyone, I am trying to send emails to donors and ask them a question, such as whether they want something or not. Basically, this is a checkbox field in Salesforce, and I want an interactive button in the email where they can click Yes or No, and their response directly toggles that checkbox in Salesforce on that particular Contact ID. Is there any solution for this without using Experience Cloud or Force.com Sites?   

Considering how long I have been in the ecosystem, I am actually embarrassed to ask this question. (In my defense, it's not something I look at often). Anyway, when adding a spouse/partner to a Household account, via the Manage Household button, I noticed that after adding the person, and then going to their contact record, on the Account related list, it is NOT showing the Household account, it just shows as "0". On the contact record itself, the related Account record is there, it's just not showing up on the Account related list.  

Why would that be?  

The contacts are not marked as private, I don't have any dup rules that would prevent creation, etc. So I am a bit baffled. 

Our MC audience had a "Keep Activity for 1 year" setting but was eating up a huge amount of SF data storage. I changed the audience Sync Setting to "Sync Subscriber Only". In testing that, however, I have found that newly created Contacts are NOT automatically syncing to our audience like they did before. I'm having trouble finding clear answers online, so please jump in if you can tell me: (1) Does some degree of "Keep Activity" have to be selected in order for automatic subscriptions to happen? (2) Can you provide or point me in the direction of a resource that clearly outlines what the "Sync Subscriber Only" option will and will not do? 

Looking for suggestions on how to deal with Address Management in NPSP. Specifically, around mass updating addresses. We got an updated list from NCOA and I am trying to determine the best way to add/verify the new addresses.  In some spot checking, we do already have the address that NCOA gave us, but it's not the default address anymore, at least in our SF. So I would not want to "add" a duplicate address.  So I am wondering what others do?  I mean there has got to be a way. Any upload tools out there that would help with this?  I have XL-Connector and I know I could export and do some vlookup's, etc to help, but I just looking for any short cuts to help, beside manually reviewing all of the records 

With the recent announcement that Salesforce will start making some changes to uninstalled connected apps.  I am looking for some guidance and resources on how to proceed. 

I want to preface my questions, by stating something up front, I was not even aware this was a "thing" until I heard about the "fake dataloader" issue and the reports coming out from that. 

I have read the main article

  and I have been looking to see what Connected App that I have that are NOT installed.  A number of them appear to be SF related like AppExchange, Salesforce Developers, SF help, User groups SF for Android, trailblazer and some others.  There is also one called "Community", it doesn't look like anyone has used that since 2018. 

Should I install those SF connected apps and for the others, any suggestions on what permissions I should set?  Refresh Token Policy, Timeout Values and more...I am just looking for guidance, as some of this is a bit over my head.  I mean I do "understand" it, but I don't completely "understand" it...