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#Pledge0 人がディスカッション中

안녕하세요. Ohana 여러분.

 

Salesforce Community Team으로부터 뜻깊은 선물을 받아 공유해 드리고자 합니다.

오늘 Salesforce Community Team으로부터 2 Global Giving E-Cards (each with a $50 value)를 받았습니다.

Global Giving Card는 아래 링크에서 원하는 기부프로젝트를 선정하여 Gift Card로 기부할 수 있습니다.

기부를 원하시는 분은 댓글을 달아주시면 연락드리도록 하겠습니다.

 

직접 기부 하시는 분은 기부 사실만 공유해주시면 좋겠습니다. 좋은 일은 널리 알려야...

제가 전달해드린 $50 키프트 카드로 기부 하실분은 댓글이나 채터 메세지 주세요.

 

그리고 한국에도 기부 문화가 더 확산하였으면 좋겠습니다.

월드비전이나 컴패션 등 많은 기부단체가 있으니 이번 기회에 한번 기부해보시는 건 어떨까요?

 

#Nonprofit #Pledge #Donate #COVID-19 #TrailblazerCommunity 

@Admin Group, Seoul, KR @Developer Group, Seoul, KR @WIT Group, Seoul, KR @Salesforce Saturday Seoul Korea 

Global Giving

5 件のコメント
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I have an issue that was created by my last predecessor concerning pledges.  Pledges were entered as closed won without being fulfilled and payment schedules were not set up at that time. In addition, payments that came in were not posted against the pledge but put in as donation. Any suggestions on what report I can pull to start to analyze and make this information in Sales Force make sense. Otherwise, it looks like the pledges were never paid.  

#Dontknowwheretobegin  

12 件のコメント
  1. 2019年3月4日 18:14

    +1 to Apsona

    A very simple approach if you can create a report of the items needing update:

    Run the report, be sure to include the ID of the Pledge Record and the items that need updating.

    Export to results to a CSV file. (Do not use the excel format option.)

    Manipulate the CSV so that it includes the data updates.

    Use the Data Loader option to update the records.

    I have problems with the Data Loader in that you can't do a subset of the records first and the result files are a bit clunky. But it's free and a Salesforce product.

    To download it: Setup/quick find "Data Loader"/follow the bouncing ball

    fwiw... Bob

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How are folks ensuring data quality on recurring donation data entry?

 

Some of the people who make pledges to us make send in payments without a pledge-specific reply device. We find that our data entry people often miss the recurring gift and enter the contribution as a regular donation. 

 

We've developed a process for back-end cleanup, but I'm curious if there is a better way to prevent the problem on the front end.

 

The situation is even worse as the users aren't seeing the recurring donations show up in the global search (I see them, most likely as the recurring donation's owner, but other users do not see them in the search, not even if they have admin rights).

 

Thanks!

4 件の回答
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Check out my latest blog post announcing how Arkus has Pledged 1%. @Naomi Morenzoni #1-1-1 #Philanthropy #Pledge 1% 

Arkus is Proud to Pledge 1%

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