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Or Gabay (TechUnity)
8 de dez. de 2024, 09:52

Hello,

I'm trying to learn the NPC logic and I'm not sure I understand which app is the best practice for managing donations grants, pledges, etc. (like in NPSP)

Is there a use for the opportunity /campaign object? what is the difference from the gift designation/ Program? 

What is a major gift and why is it an opportunity and gift commitment? What is the difference between a custom schedule and a recurring schedule? 

For example, in the demo, I saw a gift commitment with a custom schedule of 2 years which you can also do a recurring schedule, so why custom?

 

#Non-profit Cloud Consultant  #Non-profit Cloud

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Keerthana Udayakumar (Salesforce Consultant na Brite Systems) perguntou em #Non-profit Cloud
20 de jun. de 2024, 10:19
How to get each years gift amount as rollup on account level ?

Hi

My requirement is to calculate the below fields at account level. Will using data processing engine help get these values? Or should I create a flow to get this result? We use NonProfit cloud. Or is there any other workaround?As am new to using Non Profit cloud and also not sure of how to setup data processing engine any suggestions will help me. Thanks in advance.

2 Years Ago CYTD | LY2_CYTD | Currency | rollup

2 Years Ago YTD | LY2_YTD | Currency | rollup

3 Years Ago CYTD | LY3_CYTD | Currency | rollup

3 Years Ago YTD | LY3_YTD | Currency | rollup

4 Years Ago CYTD | LY4_CYTD | Currency | rollup

4 Years Ago YTD | LY4_YTD | Currency | rollup

5 Years Ago CYTD | LY5_CYTD | Currency | rollup

5 Years Ago YTD | LY5_YTD | Currency | rollup

6 Years Ago CYTD | LY6_CYTD | Currency | rollup

6 Years Ago YTD | LY6_YTD | Currency | rollup

 

#Non-profit Cloud  #Non-profit Cloud Consultant  #Roll-up Summary Fields  #Donations Rollup

1 resposta
  1. Adam Coppin (Salesforce)
    20 de jun. de 2024, 12:14

    While you could technically use DPE for this, it's not really the best approach... There are two I have used in the past that have worked for me:

    1. Flow - you could create a scheduled flow to run every evening to calculate the new totals for any donor who has given in the previous 24 hours. Pull all of their donations since the start of the year and sum them to the fields you've created

    2. Use DLRS - this is a 3rd party tool (free) that a lot of people (non profits and beyond) use for exactly this purpose. Declarative Lookup Roll-up Summary allows you to configure a process that it generates apex code for (since apex can be more efficient for large data manipulation than flow). A few clicks and you're done (you don't have to know how to code apex for this at all!)

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