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Matthew Kozak 님이 #NPSP에 질문했습니다

We've been round-peg-in-square-holing grantmaking with SF+NPSP for several years (currently trying to figure out exactly why the original consultant setup NPSP and if we're even really using it or if it was just a knee-jerk reaction to the word "nonprofit").  I see the note about using Opportunities for Incoming Funds.  We renamed Opps to Applications (Accounts we renamed to Organizations) and track status from submitted to either declined -ends as an Application- or awarded -a 1-to-1 relationship with a custom object, "Project", record.  Multiple Applications are parented by a custom object, "Cohort", with each Cohort record being a grant program.

 

Outbound Funds is moving fast and furious, but if anyone involved in development is interested, I'd be happy to share/show more of what we do and how, and also see if we're too far along to consider it ourselves at this point.

답변 8개
  1. 2018년 8월 27일 오후 3:07
    Hi @Matthew Kozak

    have you taken a look in the Solution Exchange here in the Hub for use cases?

    I just filtered by "nonprofit", and "grant making" and found these results:

    1) Amazon Watch uses Salesforce for Fundraising and Donor Engagement:

    https://powerofus.force.com/apex/CST_Detail?Id=a1u800000013A4wAAE&hist=a4B80000004jCc2EAE&pinId=&pin=false&pinGroup=

    2) Mama Cash Optimizes Grantmaking Program with Salesforce:

    https://powerofus.force.com/apex/CST_Detail?Id=a1u800000004yw3AAA&hist=a4B80000004jCc2EAE&pinId=&pin=false&pinGroup=

    3) The James Irvine Foundation Streamlines Grantmaking With FoundationConnect:

    https://powerofus.force.com/apex/CST_Detail?Id=a1u800000004ywNAAQ&hist=a4B80000004jCc2EAE&pinId=&pin=false&pinGroup=

    Hope that helps!

    Any other ideas?

    @Anne Crawford @Kathryn Powell @Jessie Rymph#NPSP #Grant Making
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