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#Nonprofit Success Pack토론 중인 항목 18개

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Thomas Luu 님이 #PUBCrawlTip에 질문했습니다
2020년 5월 7일 오후 2:23
IT hardware inventory in Salesforce

hi Everyone

Is there anyone using Salesforce to manage your org's internal IT inventory? (eg: laptop, mobiles assigned to staff..etc)

I am currently managing IT laptops, mobiles in Excel spreadsheets and i am thinking of importing them into Salesforce. Here is what i am planning to do:

- All our staff are contacts in Salesforce ( This is already done by HR)

- Create a custom object named IT asset ( laptop record type, mobile phone record type)

- Create staff contact relationship with IT asset objects as look up relationship.

- Import IT inventory data from excel to Salesforce.

I would be really appreciated if you can share thought on this with me so i can put in my action plan before implement this.

Thanks

Thomas

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  1. Maksim Paslauski (ANYITY)
    10월 23일 오전 11:29

    Adding a late answer for anyone who finds this thread later. The junction object approach above is the right DIY pattern: Asset, Contact, and an Assignment record with assigned and returned dates gives you full history without relying on field history retention. 

    If you'd rather not build and maintain it, ITAM App is a managed package that does this out of the box: hardware and licences, assignment history, warranty and renewal alerts, standard reports. Staff who hold equipment are records, not users, so they don't need Salesforce licences. The free plan covers 20 owners and 100 assets with no time limit. Disclosure: I'm one of the makers.

    https://anyityapp.com/ITAM_App

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Rachel Park Brayboy (Pledge 1 Percent Systems Administrator) 님이 Classy for Salesforce에 질문했습니다
2025년 12월 24일 오전 12:49
Paypal and Classy?

Hi, everyone! PayPal is set up as a payment option in #Classy App with #NPSP, and I confirmed I can see this payment method on a donation page.  

 

However, when someone pays via Paypal, that data is not flowing into Salesforce similar to Stripe transactions. Are there additional settings or gotchas to be aware of? We also have GoFundMePay. Thank you!  

 

#PayPal Checkout Integration #Nonprofit #Nonprofit Success Pack #NPSP @Nonprofit Ask Me Anything (Global) @Nonprofit Success Pack @Nonprofit Hub @Nonprofit App Advice and Reviews

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  1. Rhonda Rundel (RK MissionForce)
    2025년 12월 28일 오후 6:22
    I have found Classy’s documentation and customer support to be amazing, so I would put in a ticket request to them. They can definitely point you in the right direction.
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Kaden C 님이 #NPSP에 글을 올렸습니다
9월 28일 오후 7:31

 NPSP Day Philadelphia - November 5 

 

Philadelphia! NPSP Day is coming to town on Thursday, November 5. If you're not familiar, NPSP Day brings nonprofit Salesforce users together to work through real challenges and swap practical ideas. It's for everyone, from longtime Saleforce experts to brand new accidental admins! 

 

At NPSP Day, you'll: 

  • Get hands-on with the Nonprofit Success Pack (NPSP)
  • Learn what's changing for nonprofits on Salesforce, including AI and NPC/AFNP
  • Help build the day's agenda around what matters most to the group
  • Ask questions and learn from peers doing the same work

We can't wait to reunite with the Philly community. Register today! 

NPSP Day Philadelphia - November 5 Philadelphia! NPSP Day is coming to town on Thursday, November 5.

#NPSP  #Nonprofit Success Pack

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Heath Parks (Cincinnati Works Information Systems/Salesforce Manager) 님이 Nonprofit Success Pack에 질문했습니다
10월 5일 오후 2:31
Enabling Org Account Address management in NPSP - Tips?

Historically we had not enabled the NPSP org account address management feature (only households). However, we want to start doing some higher level analysis on our organizational partners, doing mapping analysis and more. So we do want the geo location of an address to make some of our research, reporting, etc easier and better. So with that said, I was wondering if anyone else was using the org account address management and if they had any tips, suggestions on how best to manage this, when also looking at org account, and not just households. For example in the NPSP Address object the Address Type is only, Home, Work Vacation address and other. I am guessing I would want other options for an org address, etc.  Anyway just wondering if anyone had any suggestions, tips, thoughts, etc. 

 

#Nonprofit Success Pack #Nonprofit #Salesforce Admin

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  1. Gabriel Fuoco (Brother LATAM)
    10월 8일 오전 12:46

    Hi Heath,

    Org account address management is its own switch in NPSP Settings. It doesn't change how household addresses already work, and turning it on doesn't backfill Address records for the organization accounts you already have.

    The Address Type picklist is still Home, Work, Vacation, and Other. Those values were aimed at people, so they feel thin for a partner. You can add values. Headquarters, Site, or Billing are the usual ones, and I'd leave Home and Work in place so existing household rows stay valid.

    For the map, you want an Address record NPSP is managing, with geocoding turned on in NPSP Settings, so the latitude and longitude land on that address. Typing a street into the account billing fields won't create that Address row for you.

    After you enable the org setting, plan a small backfill for the partners you actually want to map. Start with one Address per org, set the type, and let NPSP copy the current address onto the account. Add more Address rows only when a partner really has more than one site.

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Heath Parks (Cincinnati Works Information Systems/Salesforce Manager) 님이 Nonprofit Hub에 질문했습니다
7월 30일 오후 12:09
Help with Address Management in NPSP

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 

 

#NPSP #Nonprofit Success Pack #Nonprofit #Systems Administrator

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  1. Callum Everhart
    10월 5일 오전 11:55

    Address management becomes rather awkward once historical addresses enter the picture. Checking existing Address records against the latest data should come before creating anything new. A matching process using Contact and Address IDs could make the cleanup considerably easier. NCOA data can then be applied with fewer surprises. Otherwise, duplicate addresses have a remarkable talent for multiplying.

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Kim White-Sawczynec (The Greater Boston Food Bank Salesforce Advancement Liaison) 님이 Fundraising에 질문했습니다
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. Maulik Shah (CRMJetty)
    9월 25일 오전 6:01

    A custom object sounds like a solid approach, especially if you want the research data to stay structured and reportable in NPSP. You could relate it to the Account/Contact and use Apsona to generate the final profile document, while keeping the source data searchable and easier to maintain in Salesforce.

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Eric Pohlabel (EAC2 Consulting)
2020년 3월 23일 오후 7:16
Household address not updating Contacts for some accounts
When updating the default address on a Household account, the Mailing Address for the related Contacts is update as well. This works for most accounts...but I have identified a few that aren't working and I can't figure out why or how they are different from the accounts which work as expected.
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  1. Casey Trent
    9월 23일 오전 11:13

    Check the Household Account model settings. Some contacts may be marked as excluded. Run the address update batch manually. Also, look for validation rules blocking the change. The outcome is usually a simple checkbox. Fix that first.

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Michelle Chang (SPUR Development Operations Manager) 님이 #Salesforce Admin에 질문했습니다
7월 30일 오후 5:00
Solution for integrating Square and Apple Pay payments into Salesforce?

Does anyone have a solution for integration? Or would we need a third party like Zapier to handle transactions? I assume we'll need to have a Square account first too? Apple Pay seems to be only available if we have Stripe as a payment processor. 

 

#Salesforce Admin  #NPSP  #Nonprofit Success Pack  #Nonprofits

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Adam Loesing (Deacon Systems Salesforce Partner) 님이 #NPSP에 질문했습니다
2025년 6월 12일 오후 1:53
NPSP - Recurring Donation Mapping Behavior

What is the expected mapping behavior of custom Recurring Donation fields to Opportunities when installment auto-creation is disabled

? 

 

For example, I want to map a custom 'Acknowledgment Status' field on the Recurring Donation to the 'Acknowledgment Status' field on Opportunities. If NPSP were set to auto-create the next installment, the Recurring Donation's Acknowledgment Status would get mapped to the new Opportunity. However, we have installment auto-creation disabled. So if the next won installment for a Recurring Donation comes in, say, through an online donation platform, would its Acknowledgment Status be inherited from the Recurring Donation:

  • When it's created?
  • In a batch overnight?
  • At all?
  • And would the Recurring Donation's Acknowledgment Status get copied to all child Opportunities, or just new ones after the field is updated?

Thank you for any insight you can provide! 

 

#NPSP  #Enhanced Recurring Donations  #Nonprofit Success Pack  #NonprofitHelp  #Nonprofit  #Recurring Donation

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  1. Sai T (Raleigh Developer Group)
    9월 17일 오전 11:58

    Hi Adam,

    The custom field mapping is applied when NPSP creates an installment Opportunity from the Recurring Donation. 

     

    So if Installment Opportunity Auto-Creation is disabled, NPSP won't automatically create the next installment just to apply the mapping. If an Opportunity is later created by an external donation platform, the Recurring Donation → Opportunity custom field mapping would not automatically populate that Opportunity unless the integration/process creating it explicitly applies the value. 

     

    Also, updating the Recurring Donation doesn't simply copy the value to every historical/closed Opportunity. NPSP's behavior around existing open installment Opportunities can update mapped values depending on the Recurring Donation processing/configuration. 

     

    For an online donation platform creating the Opportunity directly, I'd recommend checking the integration's field mapping or automation rather than relying on the NPSP Recurring Donation mapping. 

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Kai Williams 님이 #NPSP에 질문했습니다
8월 18일 오후 6:04
Zero Dollar ticket opportunities via GiveLively integration

We have finally (YAY!) integrated Give Lively with Salesforce. And we've started using Give Lively events for some programatic events that are free but with an option to purchase a $10 ticket to support the work. We love having everything flow directly into Salesforce. However the many $0 opportunities that are being categorized as "donations" are confusing our reporting. My tentative solution is to delete these $0 opportunities as we typically don't consider attending this event as something that gets an opportunity - only a campaign member added.  Has anyone had a similar situation?  I'm thinking a flow that identifies and deletes $0 opportunities created by Give Lively 

 

#NPSP  #Nonprofit Success Pack  #Give Lively  #Events

답변 2개
  1. Himanshu Shekhar (AQBEE Innovations Pvt. Ltd.)
    8월 18일 오후 7:19

    Congrats on getting Give Lively wired up! I would steer away from deleting these, deletion is fragile, the sync usually just recreates them on the next pull and you lose the registration link. Treat it as a categorization problem instead. A few layers, best first: 

     

    1. Fix it at the source mapping if you can. Check whether Give Lively's Salesforce mapping lets you route free/0-dollar registrations to just a Campaign Member (or a non-donation object) instead of creating an Opportunity. If that toggle exists, it is the cleanest fix, the junk never gets created. 

     

    2. If the integration creates the Opportunity regardless, do not fight it, reclassify it. Put free/ticket registrations on a dedicated Opportunity Record Type (e.g. 'Event Registration' or 'Ticket'), separate from your 'Donation' record type. Then two things fall into place: 

    - Exclude that record type from NPSP donor rollups so it never inflates lifetime giving. NPSP lets you exclude specific Opportunity Record Types/Types from rollups (NPSP Settings > Donations for the legacy rollups; with Customizable Rollups you exclude via a filter group). That directly fixes the 0-dollars-counting-as-donations problem in your donor totals. 

    - Your donation reports and dashboards then filter to Record Type = Donation (or Amount greater than 0), so the free registrations drop out cleanly. 

     

    3. Track the free attendance where it belongs, as a Campaign Member on the event Campaign (which it sounds like you are already doing). That is the right home for 'attended,' and it keeps your engagement reporting intact without touching giving numbers. 

     

    Net: a dedicated record type + exclude-from-rollups + an Amount>0 (or record-type) report filter gets you clean donation reporting without deleting anything or losing the registration history. If free tickets keep coming through as donations even after that, revisit the Give Lively field mapping, that is where the record type gets stamped on the way in. 

     

    If this helps, please mark it as the Best Answer so it is easy for the next person to find. Thanks :)

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