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This is the Nonprofit Hub for Q&A of the Trailblazer Community! This is a public group for anyone who is interested in how nonprofits are using Salesforce for social good. Or for those folks using the Salesforce.org Apps including the Nonprofit Success Pack (NPSP).

Based on the SF announcement that come June, System Administrator users need to adopt Phishing-Resistant MFA for login, we will move to using a Yubikey for me.   We are a relatively small non-profit,  totally virtual/no physical location. Thus, all workers are remote.  We have 20 SF users. I appreciate any guidance. Question is, what is the justification or real world need for use making it required for all our users to use a physical key?

55 answers
  1. Jun 11, 8:52 PM

    Good question @Heath Parks

    . Because authentication methods don't carry over from production, you do need to reset up sandbox every time you create new or refresh an existing sandbox (i.e. delete whatever passkey you have saved and re-create a new one, if you're using a password manager). We run into this now when someone refreshes a sandbox, but there's an old TOTP code saved in the existing password vault and they don't update it when they sign into the refreshed sandbox. 

     

    I wonder if that will change, however. For instance, I know SSO doesn't get carried over for legitimate reasons, like dKIM doesn't carry over. But will MFA in the future?

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Hello! My non-profit needs to upgrade our Classy for Salesforce to 7.48 (Brawley) and Classy for NSPS to 1.66. This is my first installation as a system administrator and I'd love some advice! Thank you :)

  • Should I test the installation for just myself first? My sandbox says that the installations are up to date, so I can't test it there.
  • What issues should I look for or test for? I did read the release notes but don't see anything specific to look out for. 
  • Anything else I should know?
3 answers
  1. Yesterday, 2:48 PM

    Another thing to look for @Alie Perkus - in the sandbox that is already upgraded, test doing the things with Classy that you normally do and observe if there's any differences in behavior or something not working the way you anticipate it. i.e. run through your normal workflow in the already upgraded sandbox first to see if anything you're doing is breaking. If not, that's a good sign. If it is, then it may be more fruitful to check with Classy directly than trying to figure it out yourself. 

     

    I don't work with Classy as often as my colleagues do, but I assume it's an auto-update to the app based on a release schedule? Or is it something you do have to manually upgrade? If it's something you need to do every time there is a new release, the third step then would be to run through the steps Sandip mentioned. 

     

    Good luck!

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A few weeks ago at True to the Core (TTTC) during TDX, I asked the Salesforce Team to clarify the pricing for Prompt Builder. 

 

Salesforce Foundations is a free offering that includes Agent Conversations, Data Cloud, and features from Marketing and Commerce. However, despite what Trailhead and Salesforce Pricing pages suggest, it does not include Prompt Builder. 

 

Since raising this at TTTC, I’ve spoken with multiple Salesforce teams, and even they can’t agreeβ€”some say Prompt Builder is included, others say it isn’t. In practice, it’s not available in a Salesforce Foundations org, as the required Permission Sets (Prompt Template Manager, Prompt Template User) and Permission Set Licenses (Einstein Prompt Templates) are not provisioned. 

 

Currently, it appears Salesforce intends to require an Einstein for Service, Einstein for Sales, or Einstein for Platform license β€” effectively making Prompt Builder subject to both user-based and consumption-based licensing. 

 

I appreciate that Salesforce teams have been working on this behind the scenes, and I’ve noticed a shift in messaging. Since TDX, Agentforce’s response on Salesforce Help has changed from ❌ β€œPrompt Builder is not explicitly mentioned as part of Foundations” to ⚠️ β€œPrompt Builder is available with Salesforce Foundations, but on a limited basis.”

 

This lack of clarity is a problem for the nonprofit clients I work with, as they rely on the Power of Us Program for courtesy licenses in the first place. 

 

I’d like the Salesforce team to: 

 

1️⃣ Clarify whether Prompt Builder is included in Salesforce Foundations, as the official materials currently contradict each other. 

 

 2️⃣ If Prompt Builder requires per-user licensing (even temporarily), consider extending the Power of Us Program to provide courtesy Prompt Builder licenses alongside the standard courtesy Salesforce licenses. 

 

 3️⃣ Correct all marketing and documentation to clearly reflect whether Prompt Builder is included with Foundations (or not). 

 

At TTTC, it was suggested that Prompt Builder was coming to foundations, but I didn’t get a clear time commitment to the above, so I’m posting here. 

 

Before I raised this at TTTC I verified this was not currently available in two separate orgs both with Salesforce Foundations enabled. 

 

If you need a recap you can watch the recording of this question from 11:27 on Salesforce+

 

#TTTC #True To The Core #Prompt Builder #Power Of Us HUB #AI #Prompts #TDX25

 

@Prompt Builder @* Salesforce Platform * @Trailblazer Community Cove @* Customer Success * @Nonprofit Hub 

17 answers
  1. Mar 17, 2:30 PM

    Thanks @Abby Trout we dont currently have Agentforce or Data Cloud license. I was assuming the prompt Builder being GA would mean it appears in the org without any other products being enabled. But the more I am reading about the licensing it may be that Prompt Builder may come with Salesforce Foundations but we will have to check with our AE on this. Thanks for your help.

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Saw a notice today about a number of security changes happening with SF and the ones I have some questions on are around the new MFA prompting for when they run or view/export reports.  I know we can set a cool down period, but it looks like at least every 2 hours anyone looking at a report will need to redo MFA is that correct?  What about reports on dashboard, etc? Just wondering if anyone has any insight. Prepare for the upcoming Step-up Authentication requirements on Report Actions

 

 

#Nonprofit #Reports & Dashboards #Salesforce Admin

77 answers
  1. Jun 9, 4:28 PM

    I've also tested today in sandbox and found the following: 

     

    Step up prompt is enforced:

    • Clicking reports tab
    • Clicking dashboards tab
    • Opening report link from pasted URL
    • Opening report link from favorites
    • Clicking to open a specific report from home page dashboard
    • Clicking to open a specific report from an opened home page dashboard (see below as opening dashboard via open button does not enforce step up)

    No Step up prompt:

    • Embedded dashboards on lightning home page run and refresh without issue when loading page
    • Clicking "refresh" on an embedded dashboard refreshes without issue
    • Clicking "open" on an embedded dashboard opens without issue
      • Clicking "refresh" on an open dashboard refreshes without issue
    • Opening dashboard from  favorites opens without issue
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Hi all, 

 

I'm wondering about other folks' experiences who currently use NPSP. Are you thinking about switching to Agentforce Nonprofits? What info are you using to guide your decision?  

 

We have a Salesforce contractor that would help with the actual switch but I know it would take time and money to do so.  

 

I understand that NPSP won't be unsupported but is no longer being innovated on so it certainly makes sense to switch at some point but I'm wondering how others are evaluating when / if to make the switch. 

 

Thanks!

8 answers
  1. Jun 9, 1:05 PM

    I'm keeping tabs on it for my org but we're not considering it for a least a few more years. My understanding is that it's advantageous for really big nonprofits, which my org is not. Michael Kolodner at Free Like a Puppy has written about NPSP vs NPC a lot if you want to check out his articles. This is is most recent one about the topic. 

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Is there something on app exchange or something built in for a portal / flow for non-users to sign up to be volunteers and then sign up for shifts on NPC volunteer with person accounts?  So far, I couldn't find anything so I just started building from scratch.  I added the shifts and positions etc., then I created a flow for initial volunteer sign up, then I created a flow for orientation, then I created a flow for Shift Sign-Up.  It took A LOT of work, but I was able to create experience cloud pages for each, create the guest user profile, add permissions to the guest user profile, create a public group to add the staff that work with volunteers, and then I realized you cannot update records with a guest user profile, only create records.  So then I had to create a custom object to create a record with all of the orientation information, change the flow to create those records instead of updating the person account records, and then create a new separate flow to push the data from the custom object into the account object.  I also had issues creating automated emails but I was able to get that figured out by creating templates instead of using the email body within the flow which did not work.  MY PROBLEM IS:  Now that I did all that work, I cannot get the flow that I created to sign up for shifts to work with the experience cloud on an incognito browser with the guest user profile.  I keep getting this error: 

 

  

An Error Occurred with Your "Volunteer Shift Sign-Up" Flow

 

 

You’ve received this email because an error occurred while your "Volunteer Shift Sign-Up" flow was running.

Debug this flow in Flow Builder.

 

 

Error element Get_Open_Shifts (FlowRecordLookup). 

This error occurred when the flow tried to look up records: SELECT Id, Status FROM JobPositionShift WHERE ((Status ^ ERROR at Row:1:Column:24 sObject type 'JobPositionShift' is not supported. If you are attempting to use a custom object, be sure to append the '__c' after the entity name. Please reference your WSDL or the describe call for the appropriate names.. You can look up ExceptionCode values in the

SOAP API Developer Guide

 

 

 

Here is the current sign-up flow: 

 

Volunteer Portal for Nonprofit Cloud

 

 

Please advise.  It seems like all this work should already be done, or there should be a package I can get or something.  If not, maybe I should build a package once I get this done so others don't have to deal with this!  If someone wanted to help me do it and get it published I would give it away for free.  I just don't understand why there isn't a simple way for potential volunteers to sign up to be volunteers, and then sign up for shifts without having to be paid users.  Thank you!  

 

@Nonprofit Hub @Agentforce Nonprofit (Nonprofit Cloud) @AI for Nonprofits @Flow for Nonprofit Admins @Lizzy Roberts

7 answers
  1. Jun 9, 8:23 AM

    The error is telling you exactly what's wrong: `JobPositionShift` is not accessible to the Guest User profile. This is a known limitation with NPC objects and guest user context in Experience Cloud. 

     

    Guest users can't query `JobPositionShift` directly via Flow record lookup. You have two options: 

     

    Option A  Run the flow in system context 

    In Flow Builder, go to the flow's Start element β†’ set "How to Run the Flow" to System Context with Sharing (not User or Guest context). This lets the flow query NPC objects the guest user doesn't have direct access to. This is the quickest fix. 

     

    Option B  Use an Apex-invocable action 

    Create a small Apex class that queries `JobPositionShift` and invoke it from the flow. More work, but gives you finer control. 

     

    Option A is almost certainly your path forward here β€” try that first before touching anything else. 

     

    One other thing to double-check: make sure the Guest User profile has Read access to any custom objects your flow touches, even when running in system context. The flow context handles the NPC objects, but your custom orientation object still needs explicit guest permissions. 

     

    Hope that unblocks you!

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🚨 Quick question for folks working on Salesforce (especially in nonprofits): 

 

How are you currently handling bulk updates or data cleanup? 

 

For example: 

- Updating multiple donation records   

- Fixing incorrect data   

- Deleting records in bulk   

 

In many orgs I’ve worked with, the usual options are: 

1. Data Loader (not very user-friendly for everyone)   

2. Reports + filters (can get complex and time-consuming)   

3. Browser extensions (often restricted due to API/security concerns)   

 

Because of this, even simple data tasks become slower than expected. 

 

πŸ‘‡ Here’s a quick look at what I mean:

🚨 Quick question for folks working on Salesforce (especially in nonprofits): How are you currently handling bulk updates or data cleanup?

 

I kept running into this, so I built a small free tool called **SmartBulk** to simplify things. 

 

πŸ‘‰ Works directly inside Salesforce (no external tools)   

πŸ‘‰ Supports mass update, delete, and bulk editing (with error tracking) 

πŸ‘‰ Accessible from App Launcher.

 

Update View:

Update.png

 

Updating Records:

Update_ButtonEnabled.png

 

The goal was to make these operations quicker and easier for admins and teams. 

 

Delete View:

Delete.png

 

Deleting Records:

Delete_ButtonEnabled.png

 

Would love to hear: 

πŸ‘‰ How are you solving this today?   

πŸ‘‰ Any gaps you still feel with existing approaches?   

 

If helpful, you can check it out here:   

https://appexchange.salesforce.com/appxListingDetail?listingId=dbd99772-e8b5-4551-874c-1bf08eff3e94

2 comments
  1. Jun 9, 8:19 AM

    bulk data management is one of those things that sounds simple but becomes a real bottleneck in practice, especially for nonprofits with limited admin resources. 

     

    Beyond the three options you mentioned, a few approaches worth considering: 

    For non-technical users: 

    - Mass Action Scheduler  

    - Salesforce Flow 

     

    For admins comfortable with data: 

    - Workbench 

    - NPSP's built-in batch jobs 

     

    *The real issue is usually governance orgs that struggle with bulk cleanup often don't have clear ownership of data quality. A lightweight data hygiene process prevents the pile-up. 

     

    Π΅these guys written about this specifically for nonprofits on Salesforce β€” there's a page on

    truesolv.com

    focused on nonprofit use cases that covers some of these workflows i 

     

    What's the specific scenario slowing you down most? 

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Hi Experts, 

  

 In NPC Fundraising, I need a β€œTotal Gift This FY” rollup. However, the OOTB DPE Rollup calculates the summary based on the calendar year instead of the fiscal year.  

 

Has anyone implemented an FY-based rollup using the standard DPE Rollup? Any guidance would be very helpful.  

 

@Nonprofit Hub@Nonprofit Ask Me Anything (Global) @Fundraising@Agentforce Nonprofit (Nonprofit Cloud)

 

 

5 answers
  1. Jun 8, 6:21 PM

    @Manjula Rajaram Our implementation partner cloned the OOB DPE and calculated the fields to use Fiscal Year instead of Calendar Year.  When it came time to generate end of year tax letters (United States), I needed Calendar Year calculations instead of FY.  Insted of undoing the partner's work, I made new fields and expanded the DPE to write CY data into fields I could use for total tax year giving.   Knowing what I know now, I would leave Salesforce's OOB for Calendar Year and make new fields on Donor Gift Summary for Fiscal Year, then reference Company Fiscal Year data points. 

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We’re working through annual membership renewals that include bundled benefits and have recently moved the renewal process onto Fundraise Up. These renewals are already active, and we’re trying to confirm how other organizations have handled compliance guardrails across state auto-renewal and disclosure requirements. Any feedback would be greatly appeciated.

1 answer
  1. Jun 5, 5:51 PM

    @John Llewellyn I would not treat as a Fundraise Up-only or Salesforce-only configuration question. Annual membership renewals with bundled benefits usually need a legal/compliance review because auto-renewal rules vary by state, and bundled benefits can also create tax/receipting implications.  

     

    The guardrails I’d validate are: clear auto-renewal disclosure before payment, affirmative consent to recurring billing, renewal reminder timing by state, easy cancellation, confirmation/receipt language, and an audit trail showing what the member agreed to and when. Federal guidance around negative-option/recurring charges generally focuses on clear material terms, express informed consent, and a simple way to stop recurring charges. Check: https://www.federalregister.gov/documents/2024/11/15/2024-25534/negative-option-rule

      

    For the bundled benefits side, I’d also check whether any membership benefits have fair market value. If the payment is partly a contribution and partly goods/services, IRS quid pro quo disclosure rules may apply, especially where the payment exceeds $75. Check:  Charitable contributions: Quid pro quo contributions | Internal Revenue Service

       

    Fundraise Up can support parts of the operational flow, such as recurring plans, donor portal management/cancellation, and email reminders for upcoming recurring donations, but I would still build a compliance matrix outside the tool that maps each state requirement to the actual signup page, receipt, reminder, cancellation flow, and Salesforce/Fundraise Up audit evidence. Check: Email reminders for upcoming recurring donations | Fundraise Up Knowledge Base 

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Hi Nonprofit Community! Weekly Roundup - Friday, June 5

 

Let's take a look at what's going on in the Nonprofit Salesforce world this week! Chime in on the comments if there are other hot-topics you'd like to share too :)   

 

πŸ”₯ Hot topic!

⭐ Updates

πŸ’» Upcoming Events - THIS MONTH

NEXT MONTH & BEYOND

πŸ’¬ Recurring Gatherings

πŸŽ₯ On-Demand Highlights

πŸ“š Resources & Connections

Thank you for being part of this community, appreciate you all!

 

πŸ’™ Recap written by Lizzy & the Nonprofit Community Team

1 comment
  1. Jun 5, 5:46 PM

    Check out this week's Nonprofit Community Update^^

     

    I share these updates each week to help you cut through the noise by highlighting what matters most and what’s coming up to help you succeed. Resources shared above are open to all!  

      

    @Nonprofit Hub @Education Hub @Nonprofit and Education MindShare @Nonprofit Get Started Hub @Coffee Chat @Agentforce Nonprofit (Nonprofit Cloud) @Bo McSwine @Ali Mithavayani @Chelsea Gardner @Susan Mahon @Sophie Green @Tara Pawlowski @Alexandra Grace @Mike Brown @Pearl Pongsuppat @Heather Antos @Andrea Schiller @Nicole Burnim @Valerie Brown @Shannon Behrens @Trailblazer Community Cove  Have a great weekend!

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