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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).
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Lizzy Roberts (Senior Manager, Nonprofit Community at Salesforce.org) posted in Nonprofit Announcements
Today, 5:58 PM

Hi Nonprofit Community! Weekly Roundup - Aug 14

 

Hi crew! Lots going on this week - the Virtual Sprint wrapped up, new Pre-Release Readiness resources are out, Dreamforce is quickly approaching... and of course, so much more! 

 

FYI Time off: I will be heading out of office for the next two weeks, spending some very restful, recharging time in Montana with my husband, Fletcher. So these weekly updates will pause until I return the first week of September.  

 

Now, 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

  • New Release Info Available: Check out the Winter '27 Release "Goodies" (preview info) shared HERE and then Pre-Release post details HERE. Reminder: for nonprofits, keep an eye on @Nonprofit Release Readiness and for education folks, @Education at Dreamforce as the release team will share updates and tag those groups, so if you're in them and have your notifications set you'll get the updates!
  • Virtual Sprint Recap is live: See what projects participated in the Virtual Community Sprint this week, what progress was made, and more! See the full recap HERE!
  • New AMA dates added below for September!

💻 Upcoming Events 

AMAs

Webinars

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

1 comment
  1. Lizzy Roberts (Salesforce.org)
    Today, 5:59 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 @Amy Guterman

     

    And for the wider @Trailblazer Community Cove - reminder that we have a TON of  Nonprofit-specific resources for you, so just sharing with the wider group to make sure you know these exist :)  

      

    Have a great weekend!

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Lizzy Roberts (Senior Manager, Nonprofit Community at Salesforce.org) posted in Nonprofit Announcements
Aug 7, 6:08 PM

Hi Nonprofit Community! Weekly Roundup - Aug 7

 

Team Update

 Before I dive into my usual weekly update, I wanted to take a moment to welcome our teammate @Natalie Larino, who's been working with us for the last 1.5 years and is officially full-time starting this week! Check out her linkedin post HERE and give her a welcome! Help me congratulate Natalie, because her going full-time means even more support for our programs, events, and everything else we do for you all. Lots of other changes in the ecosystem this week... but this one's worth celebrating! 

 

Now, 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

AMAs

Webinars

Sprint

NEXT MONTH & BEYOND

💬 Recurring Gatherings

🎥 On-Demand Highlights

📚 Always On Resources & Connections

Shoutouts!

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

 

💙 Lizzy & the Nonprofit Community Team

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JULIO ENRIQUE LOPEZ MARIN (ADMINISTRADOR SALESFORCE at myself)
Jun 26, 7:29 PM
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.

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

  1. Is BenefitDisbursement the right object to store individual ride events from an external system, or would you recommend a different approach?
  2. Are there any limitations of the BenefitDisbursement object we should be aware of when storing high-volume records from an external integration?
  3. Has anyone used the Benefit Disbursement Field Set to surface ride- or service-specific custom fields, and are there any gotchas?
  4. Any considerations we should keep in mind for reporting on ride utilization (rides used vs. rides allocated) using this model?

Any advice or experience with similar implementations would be greatly appreciated!

 

Thank you!

2 answers
  1. srinivasa k
    Aug 12, 5:42 AM

    Hi Sir, 

    I came across your post and felt an immediate connection to your mission. I have 11+ years of CRM testing and leadership experience, 

    including 2.5 years  for the

    Gavi (COVAX) Salesforce project during the pandemic.

    Recognized for my dedication and leadership (including receiving awards like the Bravo Award for project success), I specialize in Salesforce Sales Cloud, Jira, and Xray.  

    For the COVAX project, I successfully built a comprehensive regression test library completely on my own for the entire project and structured it within Jira to streamline our workflows.

    I am currently on a planned career break and would love to give back by offering my time and expertise on a pro-bono/volunteer basis to support project-centric non-profits like yours.  

    Whether you need help navigating Salesforce data flows, optimizing test processes, or refining your tracking in Testing Perspective,  

    I am ready to jump in and add immediate value.

    I would love to connect and share how my background can help support your Project. 

    Regards, 

    Srinivasa 

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Lizzy Roberts (Senior Manager, Nonprofit Community at Salesforce.org) posted in Nonprofit Announcements
Jul 17, 6:08 PM

Hi Nonprofit Community! Weekly Roundup - July 17

 

Hi crew! 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

4 comments
  1. srinivasa k
    Aug 12, 5:40 AM

    Great job. i want to join.kindly help me.

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Jamie Moran
Jul 22, 8:37 PM
Annual Letters For Child Sponsors

We are managing our child sponsorships in Salesforce and need to create annual letter templates to send to children to fill out for their sponsors. I'd like to create then using the information and picture of the child that is stored in Salesforce, then print to pdf, and possibly email to their primary contact.  

In my research I've come across S-Docs and Conga as options to solution this.  

Has anyone else done this or something similar? 

I would want to then use the same solution to create Thank You letters and receipts for donations.  

Any feedback would be much appreciated!

9 answers
  1. srinivasa k
    Aug 12, 5:37 AM

    Hi Mam, 

    I came across your post and felt an immediate connection to your mission. I have 11+ years of CRM testing and leadership experience, 

    including 2.5 years  for the

    Gavi (COVAX) Salesforce project during the pandemic.

    Recognized for my dedication and leadership (including receiving awards like the Bravo Award for project success), I specialize in Salesforce Sales Cloud, Jira, and Xray.  

    For the COVAX project, I successfully built a comprehensive regression test library completely on my own for the entire project and structured it within Jira to streamline our workflows.

    I am currently on a planned career break and would love to give back by offering my time and expertise on a pro-bono/volunteer basis to support project-centric non-profits like yours.  

    Whether you need help navigating Salesforce data flows, optimizing test processes, or refining your tracking in Testing Perspective,  

    I am ready to jump in and add immediate value.

    I would love to connect and share how my background can help support your Project. 

    Regards, 

    Srinivasa 

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Cheryl Campbell (IT Director at Purple Heart Homes)
Aug 5, 5:57 PM
I'm looking to connect with project-centric Nonprofits

Hi Nonprofit Trailblazers! 

I am looking to connect with other

non-profits that do project-centric work

. 

At

Purple Heart Homes

, we provide housing renovations and repairs for disabled Veterans. Each home repair job is tracked as an individual project. 

We are currently revising many of our internal processes. We would love to connect with and learn from similar organizations about how you manage your

flow of financial information

. 

Specifically, we are curious to know:

  • What data do you keep in Salesforce vs. your accounting system (or elsewhere)?
  • What automation or integration points are working well for you?
  • What processes or bottlenecks did not work, and how did you pivot?

If your non-profit manages project-based workflows and financials, please drop a comment below or connect with me directly. We would love to exchange ideas and share best practices! 

Thank you for your insight! 

9 answers
  1. srinivasa k
    Aug 12, 5:35 AM

    Hi Cheryl, 

    I came across your post and felt an immediate connection to your mission. I have 11+ years of CRM testing and leadership experience,  

    including 2.5 years  for the

    Gavi (COVAX) Salesforce project during the pandemic.

    Recognized for my dedication and leadership (including receiving awards like the Bravo Award for project success), I specialize in Salesforce Sales Cloud, Jira, and Xray.  

    For the COVAX project, I successfully built a comprehensive regression test library completely on my own for the entire project and structured it within Jira to streamline our workflows.

    I am currently on a planned career break and would love to give back by offering my time and expertise on a pro-bono/volunteer basis to support project-centric non-profits like yours.  

    Whether you need help navigating Salesforce data flows, optimizing test processes, or refining your tracking in Testing Perspective,  

    I am ready to jump in and add immediate value.

    I would love to connect and share how my background can help support Purple Heart Homes!"  

    Regards, 

    Srinivasa

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Justin Gilmore (Solution Engineer at Salesforce)
Aug 6, 1:07 AM

Just starting out with Agentforce Nonprofit (AFNP)? Getting stakeholder management right — individuals, households, relationships, affiliations — is one of the hardest parts of a new implementation. There are a lot of objects, a lot of settings, and a lot of choices to make at once. 

 

The Stakeholder Management Quick Start is a free, open-source Global Public Sector Accelerator built specifically for new AFNP customers. It installs an unmanaged package with best-practice configuration already in place — so admins can focus on their organization's needs instead of figuring out the plumbing. 

 

Who is this for?

 Admins and implementation teams starting a new Agentforce Nonprofit implementation who need the stakeholder data model set up correctly from day one. 

 

Why was this built?

The AFNP stakeholder model — households, relationships, affiliations, contact points — requires dozens of interconnected decisions before staff can use it effectively. Without a clear starting point, implementations often end up with duplicate records, broken address syncs, and cleanup debt that builds silently for months. This accelerator provides the starting line. 

 

How can it help me?

Install the package and get the following out of the box:

  • Households — automated household naming, Party Relationship Group creation, and a guided screen flow for adding/removing members and managing per-member address and phone sync
  • Relationships & Affiliations — guided flows for individual-to-individual, person-to-org, and org-to-org relationships with automatic reciprocal creation, customizable roles, and support for preserving history
  • Contact Info — Contact Point Address, Phone, and Email as the system of record, with per-member household sync that respects individual preferences
  • Setup — custom app, Dynamic Lightning Pages, permission sets, quick actions, and field help text ready to go

What does it cost?

Nothing. It's free and open source. 

 

Check out the accelerator here: https://sfdc.co/smqs

 

Read more here: https://www.linkedin.com/pulse/getting-stakeholder-management-right-from-vm2lc/

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Lizzy Roberts (Senior Manager, Nonprofit Community at Salesforce.org) posted in Nonprofit Announcements
Jul 31, 6:38 PM

Hi Nonprofit Community! Weekly Roundup - July 31

 

WOW... last day of July! 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 :)   

 

🔒 ICYMI: Experience Cloud Guest User Security Reminder 

  • Salesforce recently shared an important update on securing Experience Cloud guest user access. If you haven't already, review the Trust Site post and this blog on protecting your data to validate your guest user configuration. 
  • While you're at it, this is a great time to make sure your org has a Security Contact set up and that you're subscribed to receive these kinds of security updates directly. 
  • Questions? Log a support case, or check out the on-demand video series on building a secure org. 

⭐ What's new

  • New webinars added below: Tableau+: The Future of AI Analytics (Aug 5) and A Reality Check on Agentforce Nonprofit - look for it twice this month, Aug 6 and Aug 20 (a popular one!)
  • 13 new LATAM Spanish-localized certification exams are here! Not nonprofit-specific, but sharing the update from the Trailhead team.

📌 Heads up: Nonprofit AMA schedule shift in August

  •  AMER and ANZ AMAs are happening earlier in August to avoid overlap with the Virtual Sprint (Aug 11–12) and my upcoming PTO (Aug 15–28).
  • EMEA AMA is the 3rd week of the month, as usual! 

💻 Upcoming Events 

THIS MONTH

AMAs

Webinars

Sprint

NEXT MONTH & BEYOND

💬 Recurring Gatherings

🎥 On-Demand Highlights

📚 Always On Resources & Connections

Shoutouts!

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

 

💙 Lizzy & the Nonprofit Community Team

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Heath Parks (Information Systems/Salesforce Manager at Cincinnati Works)
Jul 30, 12:09 PM
Help with Address Management in NPSP

Looking for suggestions on how to deal with Address Management in NPSP. Specifically, around mass updating addresses. We got an updated list from NCOA and I am trying to determine the best way to add/verify the new addresses.  In some spot checking, we do already have the address that NCOA gave us, but it's not the default address anymore, at least in our SF. So I would not want to "add" a duplicate address.  So I am wondering what others do?  I mean there has got to be a way. Any upload tools out there that would help with this?  I have XL-Connector and I know I could export and do some vlookup's, etc to help, but I just looking for any short cuts to help, beside manually reviewing all of the records 

 

#NPSP #Nonprofit Success Pack #Nonprofit #Systems Administrator

3 answers
  1. Scott Eganhouse (NCOA4SF)
    Aug 3, 12:56 PM

     If you are working with a mail house/print service provider and intend to continue using them, make sure to send your list with the account id so you can match them up after the fact.  Having said that, using a Mail house and moving your address quality initiatives downstream prior to mailing is the absolute worst place to manage data quality.  IMO, data quality is best managed at the record of truth proactively.   This includes building a custom app or using a managed package like NCOA 4 Salesforce which is available now and in the process of getting in the app exchange.  The process handles the entire data set (not just what you are mailing) and works with a few clicks.  You can choose how to import and avoid duplication.  Happy to show it to you or can see a common demo: Typical NCOA 4 Salesforce demo to a nonprofit organization 

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Heath Parks (Information Systems/Salesforce Manager at Cincinnati Works)
Aug 20, 2025, 6:18 PM
Uninstalled connected apps questions

With the recent announcement that Salesforce will start making some changes to uninstalled connected apps.  I am looking for some guidance and resources on how to proceed. 

 

I want to preface my questions, by stating something up front, I was not even aware this was a "thing" until I heard about the "fake dataloader" issue and the reports coming out from that. 

 

I have read the main article

https://help.salesforce.com/s/articleView?id=005132365&type=1

  and I have been looking to see what Connected App that I have that are NOT installed.  A number of them appear to be SF related like AppExchange, Salesforce Developers, SF help, User groups SF for Android, trailblazer and some others.  There is also one called "Community", it doesn't look like anyone has used that since 2018. 

 

Should I install those SF connected apps and for the others, any suggestions on what permissions I should set?  Refresh Token Policy, Timeout Values and more...I am just looking for guidance, as some of this is a bit over my head.  I mean I do "understand" it, but I don't completely "understand" it... 

 

#Salesforce Admin #Nonprofit

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