Nonprofit Cloud

🎉 🎉 🎉 Announcing the new NPC Certification Exam 🎉 🎉 🎉 

Hi everyone! I am so excited to announce the launch of the brand new Salesforce Certified Nonprofit Cloud Consultant (NPC) exam, which tests on the NPC product built into the core of Salesforce. This exam was created in partnership with a diverse team of subject matter experts and stakeholders from across the nonprofit community, and we couldn’t be happier with the final result!

The new exam is going to live alongside the *existing* certification exam, which tests on the nonprofit managed packages. Please read the FAQ documentation closely, as it explains our rationale for having two exams, and highlights future name changes to come. 

Thank you to all of the community members who participated in designing and authoring this exam. Our goal is to support you and to ensure your success with NPC. We truly could not have created this exam without you, and we hope this certification serves you well. 🫶

Hi Team, 

We are using Salesforce Nonprofit Cloud for fundraising and would like to integrate our Stripe account with Salesforce to capture both one-time and recurring transactions

. 

From my research, I found that we can integrate Stripe with Salesforce using Zapier or the Stripe Connector for Salesforce from AppExchange. However, I couldn’t find clear information on whether these tools support the Nonprofit Cloud Fundraising Data Model to properly capture one-time and recurring payments.

Has anyone worked on a similar use case? Please guide me for a better understanding.

Thanks, 

Manjula 

📣📣 The Spring ‘25 Release is here!

Check out the new Nonprofit Cloud resources and offerings that were GA as of February 2025. This release helps organizations continue to maximize impact at scale and continues amazing Nonprofit Cloud innovation.

Nonprofit Cloud Innovations:

• Nonprofit Cloud Marketing Enhancement - Source Code Auto Generation: Promote marketing campaigns and gain insight into what content is generating response using auto-created Source Codes within a campaign (both bulk and one-off); This saves Marketers time and ensures every piece of content in a campaign is tracked correctly.
• Nonprofit Cloud Fundraising Enhancement - Custom Fields on Gift Entry: Add custom fields to your gift entry flow so that you can capture the unique information your organization needs.
• Nonprofit Cloud Programs Enhancement - Create Multiple Indicator Results: Reduce data entry with a new streamlined program indicator tracking experience that allows users to select multiple time periods and indicators to track results against.
• Nonprofit Cloud Grantmaking Enhancement - Batch Assign Review: Simplify and speed up the application review process by assigning multiple applications to your reviewer at once.

Resource Links:

• salesforce.com/releases: Your one-stop-shop to learn about the release!
• Release Trailhead Module: Earn that badge and march towards Ranger Status.
• Release Notes: Get the release details

I am starting to implement this process but again as a newbee. 

If anyone among you has been able to do it completely, I would be happy to benefit from your advice.  

I mainly have issues with fields mapping and generating reports.  

And the final step will be sending the tax receipts by email. 

Thanks already for your support. 

Very best

I need guidance regarding the transactions created following the creation of a GiftCommitment, for example with a schedule of 4 transactions over a year.

Essentially, as we handle massive amounts of payments on commitments, we want to use GiftEntry for our operations.

• The first transaction created is “Pending” while GiftEntry only displays “Unpaid” transactions when we want to process transactions (payments) from GiftEntry. Is this normal? Is something misunderstood?
• Is there more detailed documentation on how transactions work as they are realized? For example, the next transaction is created when ____ (?) Salesforce documentation and Trailhead seem rather light on this.
• Very often, we ignore the payment schedule. Like other United Way organizations, we receive payroll deduction payments a few times a year, but we do not choose the exact time to receive these payments (nor the exact amount!). What is the best principle regarding GiftCommitment in this context? It seems quite rigid on scheduling with an interval. I am aware that this last question is probably too broad ;)

Thank you in advance for your help! :) 

Hi everyone, 

It's hard to believe that MPL fields are still so prolematic in the SF ecosystem. Reporting and flows render them pretty much useless for these use cases, depsite the fact that for the user interface use case these really are the best option at times.  It's hard to understand why SF, being the beast that it is, hasn't resolved this issue yet, despite it appearing in the idea exchange for over a decade!! Microsoft, Survey Monkey etc. all seem to enable you to use MPL fields and then report on them so you can count individual values rather than the string or combination of options for reporting.  Anyhow, I'll try and stop grumbling and get to the point. 

My client wants to record information about an organisation's profile and would want to include multiple select options for fields like services, beneficiaries, works with specific ages / faiths / ethnicitiies; plus some other MPL field options.  Some of these fields can have over 20 options if not more. 

I'm aware of workarounds for MPL e.g. 1. using checkbox fields instead of MPL 2. using a combo of MPL and  checkbox formula fields to update checkbox values based on whatever is selected from the MPL field; 3. having an object for each MPL field e.g. services, and then a junction object to add all the related records; 4.  having two fields for each MPL e.g. primary service and secondary service (and forcing people into selecting these options).....and so on..... 

But in reality, each of these are a bit of a nightmare and all have their own problems when all you really want is the ease of sbeing able  to include multiple values for one field and then report on those values individually.  Checkboxes / formulas don't really work as in this case, there would be more than 200 options across all the MPLS's needed so a layout / maintenance nightmare! Equally, having to add all the services, beneficiaires, faiths, ages, ethniciites as separate records via a releated list will also take a huge amount of time for the person entering them.  As well as maintaining them. 

There IS a requirement to be able to report on the individual values and ideally these would be on a dashboard. I was aware of a multi-picklist frequency app by Marzapps (or something like that) but it looks like this isn't available anymore and I'm not sure it would work with NPC anyway??   I even found a video on YouTube of a guy who has created a Flow and has an unmanaged package to take care of these so the MPL values are automatically created and updated as related object records via the MPL field - which looks like a possibility BUT the flow is just based on having one MPL on the main object record so I'm not sure it works for mutiple MPL fields on one object at the same time. 

Has anyone found another way of handling this so we can have our cake and eat it?? 

I'm intrigued whether Interest Tags could be an alternative for this, but haven't much experience of using them and don't know much about how they fare in reporting or with integrations to form builders e.g. if via an online memberhsip form you wanted to update all the MPLS fields (or interest tags) on that record. 

Is there another way? Is there any other new fucntionality in NPC that can help with this?  It's such a fundemental thing to be able to choose more than one option so really hoping there is something else out there!!! 

Thanks! 

I need to show the highest previous contribution in the last 3 years, excluding the most recent gift. I want to easily see if the latest contribution is less or more than the highest contribution (in the last 3 years). I have installed DLRS, so I could use it instead or with Donor Gift Summary. Any ideas? 

Hi! In NPC I want to upload Gift commitment schedules, with Dataloader. When I do it, it creates the Gift commitment schedules but not the associated transaction. It works if I do it manually. Anyone else with this problem?

We installed the Nonprofit Cloud Donor Brief Template in our sandbox and the Create Donor Brief button is working but unfortunately the button is currently not customizable?!? 

Now we want to ASAP generate in PDF and send by email +/- 3.500 Donor Briefs in bulk. 

Thanks to explain us how to do that as we're fully newbees regarding OmniStudio DocGen. 

Very best

I've looked high and low, and still don't have clarity about creating an account lookup alias/nickname/another name known by.  Is this possible in Nonprofit Cloud? I'm most recently coming from Raiser's Edge and fully expected to be able to deploy something like this in order to reduce account duplication. Our organization has lots of non-data folks creating accounts on a regular basis and the duplication situation is a problem. 

I'm grateful for any information out there is Trailblazer-land might be able to provide!