foundationConnect User Group

We were counting on APSONA to generate an complete application by combining a word template with PDFs uploaded by our applicants and ran into a snag: we can specific the order in which the attachments are collated.  This enhancement would fix the problem. We can be the only grantmaker with a usecase that corresponds to this need!  https://roadmap.apsona.com/p/configure-explicit-attachment-order-when-appending-files-in--zJAoFW  

Hi friends! Hope everyone's migrations are going well!

We found something interesting in our migration - Grantmaking doesn't use the Affiliations object that foundationConnect has.

We use this object frequently for two reasons: 1) people in our industry (animal welfare) move around a lot and it's nice to see that history; and 2) sometimes folks have affiliations with multiple organizations at the same time (work for one organization and on the Board of another).

I just created a new post in the Idea Exchange for the NPC and Grantmaking developers to consider adding an Affiliation object. Please upvote and comment on it if it would be beneficial to you.

https://ideas.salesforce.com/s/idea/a0B8W00000QenaDUAR/add-affiliations-object-to-grantmaking

Thanks!

Kelly

Hi friends!

As we're working on our migration from fC to Grantmaking, the folks at Sputnik are recommending we move from using Request Record Types to Dynamic Page Layouts. In theory it sounds good, but to be honest, I'm having a hard time wrapping my head around how it works. I'm working on the Trailhead about it, but I'm wondering if there's anyone here who's currently using it and wouldn't mind Zooming with me and showing me in "real time" how it works?

Thanks so much!

Kelly

We are experiencing a 1-2 minute lag, then get the error message "Error:

IO Exception: Unable to tunnel through proxy. Proxy returns "HTTP/1.1 503 Service Unavailable" - is anyone else seeing this?

If you’re wondering how to navigate a world without foundationConnect, 

join this upcoming webinar called, 'A Nonprofit's Guide to foundationConnect Replacement' on Nov 14 to explore your options, learn when to make the move, and discover how to prepare. Register here: https://exponentpartners.zoom.us/webinar/register/WN_TTRj97gJTYKMG5wv3dgbaQ

Foundations have choices when it comes to Grants Management Systems (GMS) on Salesforce, but the process to successfully implement a solution on this flexible platform is relatively universal. Join us on September 20, 2023 to learn best practices to prepare for a Salesforce implementation. We’ll also showcase how foundations can streamline the application review process via Salesforce CRM using native functionality for Flows and Experience Cloud. Reserve your seat today.

@Foundations User Group

@Outbound Funds Module (SFDO Product)

@Grants Management (SFDO Product)

@foundationConnect User Group

@Nonprofit Cloud for Grantmaking

#Grants Management

As promised during today's Salesforce foundationConnect User Group, below are the full length bootcamp session recordings. While you don't need a password, you WILL need to use your organization's email to watch each recording.

As usual, if you have any questions or concerns, please reach out to me:

Week 1: Creating a V2MOM

Week 2: Ways of Working

Week 3: Business Process - Mapping & Modeling

Week 4: Field & Data Mapping

Week 5: Reporting Requirements

Week 6: High Level Solution Design

Happy watching,

Corliss

Save the Date: Salesforce foundationConnect (fC) User Group Meeting (9/7 at 1:00pm ET)

The Salesforce Team is hosting a User Group Meeting on September 7th, and each of you and your respective teams are invited to attend!

Please mark your calendar for Thursday, September 7th at 1pm ET for the Salesforce foundationConnect User Group Meeting.

Please register in advance of this meeting by using this registration link.

After registering, you will receive a confirmation email containing information about joining the meeting.

If you have any questions or concerns, please feel free to comment on this post or email me directly: chullett@salesforce.com.

Hope to see you there!