I am working on a project and I need to have a way to pull all reports based on certain report types. I am sure this can be done, however, I am not sure how to do it. I have Elements and that does show me, I can't pull a report, etc of the data. I asked AI, and it said, I may be able to do it with Workbench or using CLI, but that's a bit out of my comfort zone at the moment. I know there has to be a way. Help? Thoughts?
#Nonprofit #Reports & Dashboards
How to Create a Flow that identifies anyone who has given >=$100 each of the last 3 months. I can manage adding them to a campaign once I identify them. Is there a need for some sub rollups on the account record? THANKS!
We are in Nonprofit Success Pack NPSP. Thank you all for your help! I am diving in and will update with what worked.
Hi!
I was wondering if anyone is successfully using Actionable Lists in NPC? I have been playing around with Actionable Segmentation and Lists in our Sandbox and have been only partially successful in setting it up. I have some random questions. If anyone has any insight - I would appreciate it!
Thanks in advance for any information, documentation, etc!
Thanks!
@Agentforce Nonprofit (Nonprofit Cloud)
Importing data from a third party is always going to have some hurdles to get over. Not usually technical in nature, we have standard imports, data loader and other tools which all work.
The main problem is data cleanliness, you have no control over what a donor or fundraiser registers with on whatever the donation site is you use. In reality, unless you need to do some clever mapping, it's the supporter/contact data that's likely to need some tidying with the address formats, phone numbers etc.. Most of the donation data is likely data that can come right in once the contact exists.
The traditional export and import process for supporters/contacts gives you an opportunity to clean the data in between the export and import. You can apply standard formats, standard naming, insert record id's for affiliations etc.. BUT it's all manual.
API tools or bespoke code can do the data transfer in the background, but the data doesn't have that opportunity to be cleaned. So you can bring it into Salesforce, give it a status "To be cleaned" and updated it in Salesforce, the only issue for me is the speed at which you can update potentially 100s of imported contacts.
I'm curious how others deal with this, are you exporting, cleaning then importing manually or are you using a tool and cleaning up in Salesforce afterwards? If the latter, how are you simplifying the data clean process and making it as easy as possible?
Cheers!
We do a fair amount of importing from third-party sources and found the need to do both - unfortunately. I prioritize things like name so any email messages have correct names and work on things like address updates once in Salesforce. If address info isn't "clean" typically a mail house would be able to update (e.g.) Avenue to Ave.
Hi all,
We are exploring Outcomes Management and are wanting to hear from others who have already implemented and configured OM or are currently planning and preparing to use the module.
The main areas of questions we have are:
Cheers!
Hi Community,
We're a nonprofit implementing Agentforce Nonprofit with Program and Benefit Management enabled, and we're looking for advice on our data model for storing ride information from an external ride provider.
Our Use Case
We offer secure rides as a client benefit. Ride data is sourced from external ride provider’s system and pushed into Salesforce via API. A key requirement is that we do not store any PII in Salesforce — client identity is managed through tokenized Person Accounts (e.g., "Client 00123") with an External ID that maps back to the source system.
Our Proposed Data Model
We plan to use the native Agentforce Nonprofit Program and Benefit Management hierarchy:
Program → Benefit (Type: Service) → Program Enrollment (Token-based Person Account) → Benefit Assignment → Benefit Disbursement (each individual ride)
Each ride from an external ride provider would be stored as a Benefit Disbursement record, upserted via API using an External Ride ID field. We'd add custom fields to the BenefitDisbursement object (surfaced via the Benefit Disbursement Field Set) to capture ride-specific data from the external ride provider, including:
- Pickup and Drop-off DateTime (UTC), City, State, and Zip Code
- Distance (miles) and Duration (minutes)
- Ride Cost, Transaction Amount, Transaction DateTime, and Transaction Type
- Ride Type, Fare Type
- Scheduled Ride ID and Flex Ride ID
We are not storing street addresses — only city, state (using State/Country picklists), and zip code to keep the data PII-safe.
Our Questions
Any advice or experience with similar implementations would be greatly appreciated!
Thank you!
This feels like a reasonable approach and is pretty close to how I'd model it in NPC.
Using Program → Benefit → Enrollment → Benefit Assignment → Benefit Disbursement seems semantically correct if each ride represents an instance of a benefit being delivered.
A few thoughts from my experience:
1. Benefit Disbursement feels like the right object if the primary purpose is tracking benefit utilisation and reporting on services delivered. The model should support "rides allocated vs rides used" reporting nicely.
2. My main consideration would be volume. If you're expecting a very large number of ride records over time, I'd think about retention, reporting performance and API throughput. At very high volumes, there may be value in storing detailed ride transactions on a custom object and using Benefit Disbursements more as a summarised service record.
3. One thing I'd also consider is whether some of the ride attributes (Ride Type, Fare Type, etc.) may evolve over time. If so, using Global Value Sets or reference objects early can save some refactoring later.
Overall, I like your approach.
Hi Nonprofit Community! Weekly Roundup - July 10
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 :)
⭐ What's new
💻 Upcoming Events
THIS MONTH
NEXT MONTH & BEYOND
💬 Recurring Gatherings
🎥 On-Demand Highlights
📚 Always On Resources & Connections
Thank you for being part of this community, appreciate you all!
💙 Lizzy & the Nonprofit Community Team
Chicago nonprofit leaders — this one's for you. Salesforce & ImagineCRM present the Nonprofit Innovation Exchange, Aug 19: AI, Salesforce strategies, and real ways to do more with less. Plus food, networking, and a room full of peers solving the same problems you are.
Spots are limited — grab yours: https://invite.salesforce.com/ngograntmakingchicago081926/partner @Ursula Stewart @Denise Carbone @Paula Whitfield @Daisy Sayre Garcia @Ali Mithavayani @Aries Cyrus
Hello
Can anyone recommend where to start managing my foundation's members? We want to keep track of the people affiliated with our organization.
Hi Benito
Thanks for asking. Since NPC was launched, I've noticed that many Salesforce professionals haven't fully understood the new refactoring and data model. Let me give you my tips
1. Study in detail all new Objects and their definitions from the Salesforce Developer Documentation and use all available Trailhead Trailmixes
https://developer.salesforce.com/docs/atlas.en-us.nonprofit_cloud.meta/nonprofit_cloud/npc_intro.htm
https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/nonprofit_cloud.pdf
2. Analyse your requirements and map them to an existing feature of NPC as much as possible, avoiding creating unnecessary Objects and processes that do not follow the BEST PRACTICES and what is already developed on NPC
3. Use default and out-of-the-box features and configuration up to 90%, avoiding coding unless it is strictly necessary. The majority of NonProfit requirements can be solved by just evaluating and mapping the default functionalities of NPC
Study and explore the Salesforce Industry Components
There are lots of Industry Components, but since we are highlighting the ones utilised by nonprofits, we will be focusing our attention today on the following:
4. Should it be just using Accounts, Contacts, and Personal Accounts?
According to the new DataModel, it is recommended to use Accounts for Organisations and Businesses, and Person Accounts for Constituents, Individuals, and other individual entities.
Why? Because now NPC is based on Salesforce Industries, and the new DataModel in Fundraising, for example, is using PersonAccounts as part of the solution and not Contacts
But as you may know, with PersonAccounts you have certain things to consider, and you will also have access to Contacts, as it is a dual-type Object that includes Account & Contact at the same time.
5. What should we consider to ensure it's scalable later on?
Always use standard features, use NPC Objects, map requirements to existing functionality, do not alter or fork the existing NPC data model, and you will not have "scalability issues".
When your requirement is not covered by NPC, then build, but make sure that you have review all the existing solutions of NPC, including the Salesforce Industry Components too
Happy Hump Day! (< does that just date me?)
Sputnik Moment is excited to start offering funder/grantmaker/charity-specific Ask Me Anything/open office hours every other Wednesday starting July 15 (click the link to register!).
Come one, come all to these [hopefully] lively, engaging, dare I say candid🧐chats where you can ask me anything – Salesforce, not-Salesforce, industry trends, trust-based?, carry-on only travel hacks, moving abroad, AI, WTF is "headless?", existential/mid-life crisis philosophy, foodie-crawls, KPop Demon Hunters, etc. If nothing else, it's a fun excuse to hang out with me. 😆 [and if you don't like me, share this with your enemies]
This is NOT meant to encroach on the official Salesforce @Nonprofit Hub ask me anything sessions nor on any @Foundations User Group meetings, but supplement and also include peeps even outside of the salesforce ecosystem. And if I don’t know the answer, I’ll pull an LLM 🤣 (yup, totes going to get that into the viral vernacular).
Can’t wait to see you there! And if it’s just me by myself, I’m told I def know how to keep self entertained (turn over >) IYKYK…
#Grants Management #Grantmaking #Grantmakers #Nonprofit Cloud #Nonprofit
Hi @Fezile Mkosi Here is the trailmix for exploring and getting started with Nonprofit pack
https://trailhead.salesforce.com/users/mbenitez/trailmixes/nonprofit-success-pack-trailmix-npsp
https://trailhead.salesforce.com/users/dveverka/trailmixes/nonprofit-cloud
