10 respostas
I checked and there is no option to add a case related list on the lead record page layout.
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2 respostas
This permission enables the User to access data of Data privacy record. These records are for storing customers Data Privacy Preferences
For more information on Customer's Data Privacy Preferences, refer the below link
https://help.salesforce.com/articleView?id=sf.individuals_store_data_privacy.htm&type=5
Mark my answer as best if it helps
Hi.
I am trying to download the tool that connects Salesforce with Gmail. I am directed to an URL
https://sfdc.co/LightningForGmail which does not work.12 respostas
The link is for downloading a Google Chrome extension. It won't work with a different browser.
I hope this helps - the extension really is nice to use.
we have activated email bounce management in NPSP. A donor email id is incorrect. when he makes payment, an email which goes to him bounce back, but when we see the report of contact, there the mail bounce back details is null for that contact. The payment object does not have the email bounce back date and email bounce back reason fields. i have a few queries
1) is the mail bounce back date and email bounce back reason fields different for contact and payment object
2) when the email bounced back which originated from the payment object, then why its not reflecting the mail bounce back details.
3 respostas
@SURENDAR AGARWAL Right, ok. As that is not functionality from the NPSP (it's a Salesforce core feature), you might have better luck troubleshooting it in the Trailblazer Community, or you can open a case with Salesforce.com support.
Here's a quick practical admin tip: Learn how to use DLRS to easily reference a Donor's First Gift Campaign. https://bit.ly/3lw1Ya2 #npsp @Arkus, Inc. #System Administrators
New Data Management Webinar Series for Admins!
Does your organization have the data that you need in Salesforce? Clean, organized, accurate data underpins everything you do in your CRM, so we’re launching a brand new webinar series to help make sure you have the data management tools you need to be successful. Learn how to get your data into Salesforce, how to improve data quality and security, key considerations for developing a data integration strategy, and more!
There are four webinars in this series, starting at beginner-level and ending up at more advanced. Join whichever topics make sense for you.
- For NGO: Wednesday June 3, 12:00 p.m. EDT - Let NPSP Tools Help You Get Your Data Into Salesforce (Part 1, NPSP Data Import and Gift Entry)
- For EDU: Wednesday June 3, 12:00 p.m. EDT - Data Modeling and Management
- For NGO: Wednesday June 10, 12:00 p.m. EDT - Let NPSP Tools Help You Get Your Data Into Salesforce (Part 2, Extend Data Import and Gift Entry Templates with Advanced Mapping)
- For All: Wednesday June 17, 12:00 p.m. EDT - Healthy Org: Data Quality & Data Security
Webinars will be led by the incredible @Anne Crawford @Natalie Vaynberg @Kathryn Powell and @Alison Meyer.
We hope to see you there!
#Data Quality #Data Security #Data Import #Gift Entry #NPSP Data Import
4 comentários
Awesome webinar series on #Data Management for #System Administrators taking place this week!
I hope you are doing well during these trying times. We have heard from our community that many of you are looking for more in depth webinars/workshops that help you solve problems or take advantage of new opportunities. Our Fundraising solutions team is looking to roll out experiences, content and training that help you evolve your fundraising strategies and technology.
Help us prioritize our roadmap by answering this quick survey. Our first experience will be on virtualizing events in late June!
There have also been questions on our latest product launches, and where to go for information on Fundraising. Check out this Knowledge Article to help you navigate all the new features in NPSP and products.
One of those major enhancements was Gift Entry. Share your feedback here to help Alison Meyer and our product teams build new capabilities.
As always, please let us know if there is anything else we can be doing to help. Thanks you for all your amazing work!
@Mia Rodrigues @Piper Sullivan @Nate Marsh @Eric Dayton @Lizzy Roberts @Anne Young
#Fundraising #Nonprofit Success Pack #Development Operations #System Administrators
At North Peak, we work with many orgs that want to set up admins for success. @Jessica Rosenberg wrote about our approach-- we hope it’s useful for #New Admins, #System Administrators learning new skills or systems, and the teams that support them! http://bit.ly/AdminSuccess
Question about using Apsona's batch entry tool for Opportunities with multiple Payments:
Once one Payment for the Opportunity is received, the Opportunity is marked as Received. This results in those gifts not showing up in the pending gifts popup that shows unpaid Payments, so we are not notified that there are outstanding Payments on the account. I tried changing the Opportunity stage to Pledged and Projected, and the pending gifts popup appeared, but it included all Payments on that Opportunity, even ones already received and marked "paid".
After committing the batch, the Opp stage reverted to Received, so next time we receive a gift for this pledge, the pending gifts popup will not appear.
I'm wondering if anyone else has run into this or has any ideas about a possible solution? Thanks for your help!
1 comentário
@Kate McHugh The batch tool does not automatically change the Opportunity Stage on commit. So this could be caused by a trigger or flow in your org. Looping in #System Administrators and #Nonprofit Salesforce Developer so that they can chime in.