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Fundraising

This is a public group for questions and conversation around fundraising.
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Joan Lui
2019년 2월 27일 오전 4:28
delete NPSP data import records before importing

How to delete NPSP Data Import records before the final Import?

Ran NPSP Data Import and found some blank data was imported. The next day, deleted the records and checked from "All" that the records were deleted. Ran NPSP Data Import ensure the correct number of records were import. When trying to take the next step of Data Import, no records were found. 

Ran NPSP Data Import records and all the records were found but not available for Importing.

Can all the 2 days of records be completely deleted and start a new import?

 

@Fundraising

@Nonprofit Success Pack

@Salesforce.org System Administrators

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  1. Andrew costly (Constitutional Rights Foundation)
    9월 9일 오전 9:37

    This was the solution that worked for me.  I had two thousand records needed to delete after I discovered a mistake in the data I was going to import.  I created a report on the NPSP Date Import object to include the records I wanted to delete.  Make sure you include the Salesforce Record ID, the Import ID will not work.  With Salesforce Record ID  in hand I used Dataloader to delete the import records,

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Kim White-Sawczynec (The Greater Boston Food Bank Salesforce Advancement Liaison)
6월 30일 오후 7:33
Creating a donor research profile

We currently create our donor research profiles in Word and attach them as Files to Account records. The profile contains Contact info (name, email, phone, mailing address), some giving history, and data from external sources. We would like to transition this to Salesforce. My preliminary idea is a custom object with fields for data that doesn't already live somewhere else, then some sort of mail merge tool (we have Apsona) that merges it all together in one document. Has anyone built anything like this,or used a third party tool they recommend?  

 

We are on NPSP with no immediate plans to move to NPC.

@Nonprofit Success Pack #Nonprofit Success Pack

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  1. Jordan Wells
    8월 31일 오후 3:04

     A custom object sounds like a good approach, especially if you want donor profiles to become searchable and reportable rather than keeping them as Word files. I’d also use Salesforce relationships to pull existing contact and giving data instead of duplicating it. For external nonprofit or organization research, something like the Nonprofit Check Plus API could potentially help automate verification and enrich profiles before Apsona merges everything into a final document. The key is designing the data model first, so you don’t end up recreating the same information in multiple places.

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Julia Yerikova (Advanced Communities)
7월 24일 오후 3:07

Interesting shift in how associations are approaching fundraising in Salesforce https://bit.ly/45j2Ozh.

Been reading about how association fundraising is changing now that donor expectations look a lot more like consumer expectations: personalized, timely, tied to actual impact instead of generic asks. The part that stood out most: AI can help a ton with things like flagging likely donors or catching lapsed ones early, but only if the underlying data is actually clean and connected. Garbage in, garbage out still applies. 

 

Also liked the point about donation flows living inside the member experience instead of on a separate donation page. Every extra step (re-entering info, leaving the portal) seems to quietly kill conversions.

Sharing in case it's useful for anyone doing membership or nonprofit work on Salesforce: https://bit.ly/45j2Ozh

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Samantha Shain (outside the box community instigator) 님이 #Nonprofit에 글을 올렸습니다
2021년 11월 17일 오후 6:35

Hi colleagues,   I am building a Mail Merge solution that creates a "Donor Profile" one page PDF.  So far, I'm pulling in data from recent opportunities, open opportunities, tasks/activities, contacts/affiliations, and fields from the Account (org/household).  I'm wondering, what's most important to you and your teammates to surface in a document like this? LMK!

 

#Nonprofit

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Manjula Rajaram 님이 Agentforce Nonprofit (Nonprofit Cloud)에 질문했습니다
6월 2일 오후 7:30
Need Guidance on NPC Actionable Segmentation

Hi Experts, 

 

I am currently exploring the Actionable Segmentation features in NPC and have a few questions. 

 

1. My understanding is that when a DPE runs, it updates the DPE dataset with newly created or modified records. 

  • However, the Actionable List created from an  Actionable Definition that uses the DPE dataset as its source is not automatically refreshed. 
  • If new records meet the Actionable List filter criteria, they are not automatically added to the list, and records that no longer meet the criteria are not automatically removed. 

  Could anyone please confirm whether my understanding is correct? 

 

2. To add new members to the Actionable List, we need to manually use the

"Add More Members" button. Could you please confirm whether my understanding is correct? If there is a way to automatically add members to the Actionable List when the DPE runs, please guide me on how to configure it.

 

3. During my hands-on testing, I followed all the steps in the documentation. When I preview the DPE output, I can see the data in the writeback object. 

  • However, when I try to create an Actionable List using the Actionable Segmentation definition, it shows that no data is available. Could anyone please help me understand if I have missed any configuration or setup steps?

 

@Fundraising@Nonprofit Ask Me Anything (Global)@Nonprofit Hub

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  1. Stacy Oleson (Phoenix Zoo)
    6월 20일 오후 8:23

    @Manjula Rajaram (or anyone else who has used Actionable Lists), have you had success setting up Actionable Lists? I did the Trailhead module and found it to be buggy (a button did nothing when clicked while trying to add more records to a list). It seems like it shouldn't still have bugs if it was released over a year ago, and apparently is used across products. If the bug that I found is the only one, it might acceptable to implement, however.

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Manjula Rajaram 님이 AI for Nonprofits에 질문했습니다
6월 1일 오전 9:19
Need guidance on FY-based Gift rollup in NPC Fundraising

Hi Experts, 

  

 In NPC Fundraising, I need a “Total Gift This FY” rollup. However, the OOTB DPE Rollup calculates the summary based on the calendar year instead of the fiscal year.  

 

Has anyone implemented an FY-based rollup using the standard DPE Rollup? Any guidance would be very helpful.  

 

@Nonprofit Hub@Nonprofit Ask Me Anything (Global) @Fundraising@Agentforce Nonprofit (Nonprofit Cloud)

 

 

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  1. Jamie Adams (Trinity Law School | Trinity International University)
    6월 8일 오후 6:21

    @Manjula Rajaram Our implementation partner cloned the OOB DPE and calculated the fields to use Fiscal Year instead of Calendar Year.  When it came time to generate end of year tax letters (United States), I needed Calendar Year calculations instead of FY.  Insted of undoing the partner's work, I made new fields and expanded the DPE to write CY data into fields I could use for total tax year giving.   Knowing what I know now, I would leave Salesforce's OOB for Calendar Year and make new fields on Donor Gift Summary for Fiscal Year, then reference Company Fiscal Year data points. 

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Manjula Rajaram
2025년 12월 10일 오후 12:38
Unable to Add More Than 3 Gift Designations in Single Gift Entry

Hi Experts, 

 

I am trying to create a Gift Transaction and allocate my gift to 12 Gift Designation records using the New Gift Entry button. However, when I try to enter the gift, the form only allows me to add 3 rows.

Please find the attached screenshot for reference.  

 

Unable to Add More Than 3 Gift Designations in Single Gift Entry

 

I am not sure if this is a limitation in the Single Gift Entry Form

 

I was also unable to find any information about this in the help articles.

Can anyone please help me get better clarity on this? 

 

@Agentforce Nonprofit (Nonprofit Cloud)@Nonprofit Hub@Salesforce.org System Administrators@Nonprofit Release Readiness

답변 1개
  1. Dar Veverka (Salesforce)
    2025년 12월 10일 오후 1:40
    This will be fixed for the Gift Entry Grid (not the flow version) in Spring ‘26 .
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Manjula Rajaram 님이 AI for Nonprofits에 질문했습니다
5월 28일 오후 6:38
Help Needed to Calculate Remaining Balance for Recurring Gift Commitments

Hi Experts, 

 

  • We have a requirement to show the remaining balance amount on a Gift Commitment when the Schedule Type is set as Recurring.
  • The remaining balance should be calculated using:

      Total Gift Transaction Amount - Total Paid Gift Transaction Amount 

 

  • The issue is that for recurring Gift Commitments, we cannot access all upcoming Gift Transaction records because they are only displayed in the Lightning component.

 Could anyone please confirm whether it is possible to retrieve or calculate the remaining balance amount in this scenario?   

 

@Nonprofit Hub@Fundraising@Salesforce.org System Administrators@Agentforce Nonprofit (Nonprofit Cloud)

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Francisco Diaz (Unicef Platforms Lead)
4월 22일 오후 11:54
Connect with the community

A member who is actively involved with UNICEF ??

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Manjula Rajaram 님이 Salesforce OmniStudio Developer에 질문했습니다
4월 13일 오후 5:59
FlexCard Not Showing Data from Data Mapper

Hi Experts, 

 

I created a Data Mapper to get Product, Pricebook, and Pricebook Entry data. I mapped Product Name, Description, and Unit Price. 

 

Then I used this Data Mapper in a FlexCard. But after saving and fetching, the fields are not showing in the FlexCard. 

 

I have attached a screenshot for reference. I am not sure what I missed. Can anyone please help me fix this issue?

 

FlexCard Not Showing Data from Data Mapper

 

Image__2.png

 

 

Image__3.png

 

@Nonprofit Hub@Fundraising@Salesforce Administrators & Developers

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  1. Riyaz Usman (Infosys Ltd)
    4월 13일 오후 10:28

    Your individual fields array from the DataMapper are under the parent node "Products". For the fields to be available in FlexCard the resulting JSON must be a simple JSON array without child nodes. 

     

    Essentially, your current JSON is this:

    {
    	Products:{
    		ID:"1",
    		Name:"Product1",
    		Description:"Product1",
    		UnitPrice:100
    		},
    		{
    		ID:"2",
    		Name:"Product2",
    		Description:"Product2",
    		UnitPrice:200
    		}
    	}
    }

     

    While it should be like this: 

     

    {
    	ID:"1",
    	Name:"Product1",
    	Description:"Product1",
    	UnitPrice:100
    	},
    	{
    	ID:"2",
    	Name:"Product2",
    	Description:"Product2",
    	UnitPrice:200
    	}
    }

     

    There are two fixes: 

    1. Make sure the DataMapper output omits "Products:" prefix from all JSON output paths. OR 

    2. On your Flex Card Data source setup select ["Products"] in Result JSON Path.

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