My Recap of the Spring '23 Nonprofit Release Notes

Here's my rearranged and (in some cases) restated version of the Spring '23 Nonprofit Release Notes. Please rely on the official docs: https://help.salesforce.com/s/articleView?id=sfdo.Nonprofit_Cloud.htm&type=5. Feel free to share. Hope this is helpful:

Sections:

 - Nonprofit Success Pack (NPSP)

 - Program Management Module (PMM)

 - Case Management

 - Grants Management (Grant Making)

 - Marketing Cloud Engagement (renamed from "for Nonprofits" to "for Industries")

 - Elevate

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Nonprofit Success Pack (NPSP)

1. Fixed Batch processing icon displaying longer than necessary.

2. Added ability to indicate that first installment of a Recurring Donation is *paid* on Batch Gift Entry form 

3. Added support for Partial Refunds in NPSP. Learn more in Refund Donation Payments.

4. Currency GAU Allocations are converted to percentages when you initiate a partial refund.

5. Added ability to add Recurring Donations to a batch of Elevate gifts in Gift Entry.

6. Fixed issue: Elevate field bundle was not loading into Gift Entry in sandbox and scratch orgs that have Enhanced Domains enabled.

https://help.salesforce.com/s/articleView?id=sfdo.Nonprofit_Success_Pack_Release_Notes.htm&type=5

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Program Management Module (PMM)

1. Idea delivered: Enabled Program Management app on mobile.

2. Enabled the Attendance Component on the Salesforce Mobile App.

3. Made improvements to the Bulk Service Delivery Tool (BSDT) participant selector to view a selected list of Program Engagements in a specific stage.

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Case Management

1. Updated the Client Note Layout with the Files Related List for Case Management.

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Grants Management (Grant Making)

1. Added three new Budget objects: Budget Category, Budget Period, and Budget Category Value.

2. Deprecated the Parent Budget field that used a hierarchical lookup relationship and replaced it with a new field called Budget Parent that uses a standard lookup relationship.

3. Enabled a Grants Manager to set a field set while configuring a Review record to support multiple scoring rules.

4. Idea delivered: Support for Multiple Review Templates (e.g., for financial or programmatic review

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Marketing Cloud Engagement

1. Updated product terminology and documentation to reflect change in name from "Marketing Cloud Engagement for Nonprofits" to "Marketing Cloud Engagement for Industries."

2. Moved Deploy Assets to a separate tab.

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Elevate

1. Critical Change: Elevate-connected Recurring Donations can now receive a Failing status when your gateway can't process a recent installment. To see this status update in Nonprofit Success Pack (NPSP): Add or activate “Failing” in the Status picklist on the Recurring Donation object. If you previously added “Failing (Retrying)”, update that picklist value to “Failing”. In NPSP Settings | Recurring Donations | Status to State Mapping, map the Failing status to the Active state.

Elevate Gift Entry Enhancements:

2. Enter a batch of Elevate-connected recurring donations using Gift Entry. To use this feature in your org, give your users Read and Edit access to the Allow Recurring Donations field on the NPSP Data Import Batches object. Learn more in Enter Gifts in Gift Entry.

3. You can now use ACH as a payment method when entering batches of gifts.

4. Elevate Advanced Edition users can now select the processing gateway for batch templates in Gift Entry. To use this feature in your org Turn it on in NPSP Settings | System Tools | Elevate Gateway Management. Adjust the gateway in the Elevate Field Bundle in Gift Entry templates.

Elevate Gateway and Payment Method Enhancements:

5. Process ACH bank transfers with Stripe. To use this new payment method, edit your Stripe gateway and turn on ACH as a payment method. Learn more in Manage Gateways. Stripe charges an extra verification fee for ACH transactions; contact Stripe to learn more.

6. Donors can now select ACH bank transfer as a payment method on Giving Pages set up with the Stripe gateway. To provide this payment method for your donors, turn on the ACH payment method in individual Giving Pages. Learn more in Create or Edit a Giving Page.

7. Customize the frequency and number of times Elevate tries to process failed recurring donation installments. Learn more in Configure Elevate Settings.

8. Elevate now automatically updates credit cards for recurring donations that are processed by Stripe, iATS, Worldpay VAP Platform, and Paya Sage. If your donor's card number or expiration date changes, Elevate receives the updated information without a lapse in installment payments.

9. Elevate Advanced Edition admins can now add Paya Sage as a gateway.

Other Elevate Enhancements:

10. Pause an Elevate-connected recurring donation within NPSP. Learn more in Pause a Recurring Donation.

11. Issue partial refunds of Elevate-connected donations in NPSP. Learn more in Manage One-Time Donations in NPSP.