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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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Sam Jenkins (Volunteer and Systems Manager at KEEN London)
May 20, 10:47 AM

I am looking for some pro-bono support with my small charity's Salesforce CRM. I have introduced a number of new processes and mechanisms in the past 2 years, and I am looking for someone who can help me with the documentation of those processes. Timing is flexible, would suit someone early in their Salesforce career. This role will make a huge difference towards the charity's organisational resilience. More information is attached. Please note you will need to be based in the UK. If you would like to discuss further please reply to this post or send me a DM.

Salesforce Assistant - Volunteer Role Description.pdf
4 comments
  1. Cedrick Niyomutabazi
    Today, 10:10 AM

    Hi am Cedrick, Based in Burundi I have a 3 years experience with salesforce and i believe I can help. am willing to volunteer

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James Lungi (Get Your Brand Up)
May 25, 11:22 PM
Volunteer Portal for Nonprofit Cloud

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

3 answers
  1. James Lungi (Get Your Brand Up)
    Today, 4:37 AM

    @Judi Sohn

    I have already assigned this permission set, but it seems that Salesforce still blocks record updates.  Only record viewing and creation is allowed. It also seems that the NPC volunteer objects are blocked so I cannot show the available job position shifts.  I may have to use APEX to resolve the issue though I was hoping to keep it declaritive so that I could leave instructions for future users to make changes as needed without getting too advanced to where they would need to hire a consultant.  

     

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Amy Tarleton (Associate Director of Development Operations at Indivisible Project)
May 18, 9:11 PM
Agentforce Nonprofit Switch? How to assess

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!

5 answers
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Lizzy Roberts (Senior Manager, Nonprofit Community at Salesforce.org) posted in Nonprofit Announcements
May 21, 8:20 PM

Hi Nonprofit Community! Weekly Roundup - Thursday, May 21 

 

It's a long weekend for some folks - so I'm sending this a bit earlier than usual! 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 :)  

 

⭐ Updates

πŸ’» Upcoming Events - THIS MONTH

NEXT MONTH & BEYOND

πŸ’¬ Recurring Gatherings

πŸŽ₯ On-Demand Highlights

πŸ“š Resources & Connections

Shoutouts to our Nonprofit AMA hosts this week! AMER: @Rob OBrien @Jenny Neves Peter Schweiss, EMEA: @Emma Keeling @Rebecca Heald @Simon des Forges and ANZ: @Nicole Aebi-Moyo @KC Fonzi @Gourav Sood! Thanks for leading great discussions everyone - while we don't record you can find written follow ups in the @Nonprofit Ask Me Anything (Global)

 group!  

 

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

 

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

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Kate Thomas (Prolocity)
May 20, 8:16 PM

Evaluating your next step beyond NPSP? πŸ€” 

 

As a dedicated Salesforce implementation partner, Prolocity is here to help you navigate what’s next. With Salesforce focusing its future innovation entirely on the new Nonprofit Cloud (NPC), many organizations are wondering what this shift means for themβ€”and when to make the move. πŸš€ 

 

Transitioning is more than a tech upgrade; it’s your chance to modernize operations, leverage built-in AI, and scale your community impact.  

 

Join us for a practical, educational webinar to cut through the noise and evaluate your readiness with confidence! 

 

What we’ll cover: 

- NPSP vs. NPC: Understanding the core differences. 

- Readiness Checklist: Critical factors to consider before moving. 

- Real-World Impact: Operational, data, and reporting implications. 

- Phased Migration: How to map your transition and avoid common pitfalls. 

 

Whether you're actively planning a migration or mapping out your long-term tech roadmap, this session (complete with live product demos!) will give you a clear path forward. 

 

πŸ—“οΈ Save your spot here: https://lnkd.in/eDn9-AhT

Evaluating your next step beyond NPSP? πŸ€” As a dedicated Salesforce implementation partner, Prolocity is here to help you navigate what’s next.

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James Peak (Director, IT at Centers for Spiritual Living)
Apr 22, 2:40 PM
Phishing Resistant Login Requirement

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?

38 answers
  1. Caitlin Gilmore
    May 21, 2:34 PM

    @Andrew Nixon Hey Andrew, I asked Salesforce this exact question and the same screenshot. See my comments further up the thread. They got back to me and said passkeys from things like LastPass do count as phishing resistant. I'd read through @Kymberli Feng's advice here on the nuance of using them. 

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Ryan McCracken
May 1, 3:55 AM
Why is my report returning results that don't match my filters?

I'm wondering this in a general sense (as it's not the first time I've run into this issue), but I'll give the specific parameters just to make a specific response a little easier. I've been tasked with creating a report that can return all payments/ opportunities within a given GAU or campaign over a certain time frame. Seems simple enough to me!  

 

Report type I'm using is "opportunities with payments and GAUs". I added a couple columns to the Outline, which is all well and good, and set out to filter using General Accounting Unit Name equals: _______ ("General Fund", our default GAU). This returned a selection of opportunities at the top that did indeed correspond to General Fund, but also a far larger section that was blank for General Accounting Unit Name. I thought maybe that this also returned blank results because they were assumed to also be General Fund, but I tested with another of our GAUs and still had a selection come back that did not match the specified "equals". What gives?!?! I just want what I asked for! I thought I'd mess around and add try cross filters instead, just in case, "Opportunities with GAU allocations equals General Fund", but the exact same thing happens!  

 

What am I doing wrong? 

 

I'd love this specific answer, but frankly would be equally happy to be told that it isn't worth my trouble, if there's some alternate way to create the report results I'm looking for. 

10 answers
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Jamie Moran
May 13, 4:38 PM
Volunteer 4 Salesforce Questions

We are in the process of launching Volunteer for Salesforce (V4S) and have identified some gaps in the standard volunteer signup form functionality.

Our organization needs to collect the following as part of the volunteer onboarding process:

  • SSN
  • Consent for a background check
  • Policies & Procedures acknowledgment
  • SMS opt-in consent

I was able to configure a checkbox/process for SMS opt-in, but I’m struggling with the best approach for collecting and storing the other required items within V4S.

One option we are considering is replacing or redirecting the standard β€œSign Up” hyperlink to a Jotform that would capture the additional information. However, I’m concerned about how this might impact the overall V4S signup flow, volunteer records, shift assignments, and automation.

Has anyone implemented a similar process or found a scalable solution for collecting compliance and consent information during volunteer signup? Any recommendations or lessons learned would be greatly appreciated.

6 answers
  1. Baird Straughan
    May 18, 1:34 PM

    Hi Jamie, it looks like the DM function isn't working for me. I'm baird@watergrass.org

     so feel free to contact me by mail.

    Baird Straughan

    301-775-5944

    Organizing is 90% reminder calls.

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Heath Parks (Information Systems/Salesforce Manager at Cincinnati Works)
May 6, 2:27 PM
New "Step Up Authentication" for Reports?

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

10 answers
  1. Angela Mullen-Smith (ROS)
    May 18, 11:23 AM

    Hi 

    I have let my Users know and I guess we'll have to see what an issue it becomes if any

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Lizzy Roberts (Senior Manager, Nonprofit Community at Salesforce.org) posted in Nonprofit Announcements
May 15, 6:27 PM

Hi Nonprofit Community! Weekly Roundup - Friday, May 15

 

Days are getting longer (in the Bay Area at least), which means it's starting to feel like summer - HOW are we deep into May already?! Officially 4 months until Dreamforce (!), 2026 is flying bye! 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 :) 

 

⭐ 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. Lizzy Roberts (Salesforce.org)
    May 15, 7:38 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 @Andrea Schiller @Nicole Burnim @Valerie Brown @Shannon Behrens @Trailblazer Community Cove  Have a great weekend!

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