Resources from the AMER Ask Me Anything (AMA) Session from Weds, March 19th, 2025
THANK YOU to our lead
@Rob OBrien and our hosts @Dustin Cole and @Clair Lam
- we had a great conversation as usual!
Here are some of the resources shared as part of the live AMER Ask Me Anything Session
These live AMAs are not recorded to allow for open, honest conversations. Here are some written follow-up resources, as promised!
Q: Have you had experience with QR code generation in Salesforce? I was able to create a unique QR code for each contact and display it on the Salesforce Page Layout, but I am having trouble deploying it to clients for interaction with Salesforce. I found a Flow on Unofficial Salesforce but am struggling with implementation. Are there other options, or do we need a custom build?
A: You can refer to the following resources for QR code generation in Salesforce:
Q: Does anyone use OneCause and work on Salesforce OneCause integration?
A: Some attendees mentioned that Classy integration turned out to be more complex than expected. To mitigate duplicates, consider:
- Using a third-party tool like Apsona
- Reviewing matching tools
- Ensuring Classy is up to date
- OneCause Information
Q: How can we automate check data entry into Salesforce? Currently, we manually input check information into an Excel spreadsheet and import donor and opportunity data into Salesforce, which is time-consuming.
A: Consider these automation tools:
- Apsona Batch Gift Entry
- Salesforce Batch Gift Entry
- Additional tools: Check21 and Payology
Q: For an NPC use case supporting outreach for unhoused individuals, is there a standard object to track outreach sessions, supplies, contacts, and staff, or is a custom object needed? What are the downsides of using a custom object?
A: Custom objects allow full flexibility but can require more setup and maintenance. Depending on your needs, standard objects like Campaigns or Cases may be leveraged. It is advisable to assess reporting requirements, security, and scalability before proceeding with a custom object.
Q: I updated the CMS on my Experience Builder site. Are there any helpful resources?
A: Yes, refer to the following resources:
Q: What are some ways to engage with the community?
A: A few upcoming Events -
- Trailblazer Community Event
- Consider attending 'Nonprofit Dreamin’'
Q: What is the sentiment around Nonprofit and AI?
A: AI adoption in the nonprofit sector is slower as extensive testing is required. The focus is currently on smaller use cases before scaling to larger applications to ensure data accuracy and generate useful insights.
Q: What are the details of the Nonprofit Salesforce Consultant exams?
A: There are now two different nonprofit consultant exams:
- Salesforce Nonprofit Consultant Exam Guide
- Nonprofit organizations receive a 50% discount on certification exams. To obtain a voucher, email nonprofitcertification@salesforce.com. More details can be found in the Salesforce Certification FAQ.
