Nonprofit Success Pack

We’d like to create a process where a manager can designate a specific person to approve requests on their behalf while they are out on PTO. Ideally, the delegation would be limited to a defined period and clearly specify which types of requests the delegate is authorized to approve.

What is the best way to structure this process? 

These are the requirements:

• The manager should be able to select who the delegated approver.
• The manger should be able to add a start and end dates for the delegation.
• The manger can choose which requests the delegate is authorized to approve.
• The process should prevent unauthorized or conflicting approvals.
• The process should automatically ending the delegation when the manager returns.

Hi there, 

How do your fundraisers rank donors and prospects into tiers — and how much of it have you managed to automate? 

We're on Salesforce for a while but want a tiering system (capacity + relationship) that requires as little ongoing manual effort from fundraisers as possible. Our fundraisers know their donors well, so the knowledge exists — the challenge is capturing it without making rating records a chore, and keeping tiers current as new contacts come in. 

Thanks!

Is there a way to adjust the default Contact Role for Organizational/Corporate Opportunities without creating a custom flow?

Is there a way to add the primary campaign source as a visible field on opportunity list views to make it more full at a glance?

We currently create our donor research profiles in Word and attach them as Files to Account records. The profile contains Contact info (name, email, phone, mailing address), some giving history, and data from external sources. We would like to transition this to Salesforce. My preliminary idea is a custom object with fields for data that doesn't already live somewhere else, then some sort of mail merge tool (we have Apsona) that merges it all together in one document. Has anyone built anything like this,or used a third party tool they recommend?  

We are on NPSP with no immediate plans to move to NPC.

Hi All, 

I am doing some research for a client to find a good Meta Data Dictionary.  The reports in Salesforce don't quite cut it.  I have used both Config Workbook and Elements previously for other clients.  At the time (6 years ago), Config was ok, but I seem to remember there were some limitations with the reports and Elements which I found amazing, is probably overkill for this client as they don't need all those bells and whistles that come with it. 

I appreciate suggestions. 

Many thanks 

Natalie 

Hi all, 

We're thinking through a few things about our donors' advisors and wanted to see how other folks handle. 

Many of our top donors have advisors that we're in touch with regularly that likely advise them + multiple others. They're connected via an Advisor / Advisee Relationship between Contacts. Our two main pain points:

• If we email the advisor about the donor, that email will be pulled into the advisor's contact record but not the donor's record. How do you make sure that folks see emails from advisors that pertain to a donor? Do folks just check relationships to see if they have an advisor? Do you use a pop up message to tell folks to do this if that relationship exists? 
• When we pull lists we often want to email our donors who want to be contacted PLUS the advisor for donors who prefer us to contact their advisor. I haven't found a good way to pull this into a report since we can't use logic like "pull the contact info for some people but the advisor's contact info for other people" 

Do you have any insight about how you handle these issues for donors with advisors? 

Thanks! 

Amy 

We created an additional Opportunity quicklink on the contact level so you can see all opportunities a contact is associated with (Hard and soft credit) but it's named the same as the hard credit opportunities quicklink. Is there a way to rename one of the quicklinks so it’s more intuitive? (i.e. name one “All hard credit opportunities” and one “Hard and Soft Credit Opportunities”?