Nonprofit App Advice and Reviews

It has been a while since this has been asked, so I was hoping to get some up-to-date recommendations for appointment scheduling in Agentforce Nonprofit. We have a charity customer that provides therapeutic services to cancer patients, and they want the patients to be able to book appointments, get reminders, etc.  In Salesforce, they would want a shared calendar to see all therapists' appointments. Has anyone had experience with a solution that plays well with AFNP? Many thanks.

Has anyone used either Cuseum or pass2u membership cards? We are thinking of moving to one of those for the ability to allow members to easily keep their cards in their virtual wallet. From what I've found I don't have the time/technical chops to easily get our pdf card into a virtual wallet.

I found a 2018 post that seemed positive about Cuseum so its where I'm leaning but their pricing is opaque and pass2u appears affordable.           @Julissa Favela @Alexandra Reddy

I need to integrate nmi and salesforce for implementing recurring payment 

We want to use Zapier to extract some data from our Salesforce org to Google drive.

It seems that the only way is using users credentials (user/passwd) and there is no way to filter by incoming IP...

Does anyone have the same problem?

It's a good idea to let any integration to connect to Salesforce without filtering incoming IPs and no other security credentials than user/passwd?

any ideas are welcomed.

thanks.

#Integration #Connections #Security

Hello all, my nonprofit is evaluating SMS options since we do a lot of texting directly from phones to clients. We've looked at SMS Magic and Mogli so far, and both seem fine for the most part. What we are missing is the group messaging, which neither company can do. As far as I can tell, group messaging isn't possible with ANY texting solution. Does anyone have experience with tool that can do group messaging?

To be extra clear, I'm talking about MMS style messaging where (for example) a parent, their child, and us are all in the same text chain together. Not talking about bulk messaging, which both providers can do.

Many thanks in advance! #SMS

I want to move from away from a 'many lists, few segments' to 'one list, many segments' approach to managing supporter email preferences in Campaign Monitor (CM). And in doing so only pay once per subscriber! I also want some users to be able to edit the subscriber email preferences from the Salesforce contact record and have that sync back to CM. 

Has anyone built a solution around how to make a synced Salesforce field that relates to a list segment from which data syncs both ways? Beaufort 12 Support explained that due to high processing demands, detailed segmentation information can only be accessed directly within CM. 

If I create a dummy segment in CM, can I use that to auto-populate a custom field on the contact record, via SF reports? Alternative ideas are greatly appreciated!

TIA,

Emma

#Trailhead  #Nonprofit  #Integration

Can anyone share best practices of importing an ASL report from Salesforce into Quickbooks? It has been recommended to me that we use Import Excel | Google Sheets | CSV - Business Importer to assist in getting the CSV file imported. I believe part of the issue is mapping the custom fields created in Salesforce over to Quickbook Online and having them be recognized to complete the import.

Does anyone have experience using this app? Or has anyone found a better way to get spreadsheet with the custom fields imported into Quickbooks?

 @Keizra Tyson-Griffin and I are looking for some recommendations. Any assistance is greatly appreciated.  Adding @Salesforce.org System Administrators to the chat. Thx

Looking for thoughts on integrating Salesforce NPSP with Quickbooks. I'm working with a non-profit who is using both separately right now.

So one of the pros of doing this would be to avoid entering the same data twice. Is there anything else you really like about it?

The concern of the non-profit was that the director likes having 2 sources of data input to compare them and make errors in financial data less likely. But it looks like with this integration tool from AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016bTHEAY It uploads as a draft to Quickbooks, so you can check it over? In that case, you still get that double data fact check.

Thanks for any thoughts/opinions/ideas!