#Nonprofit78 discussing

Tableau is able to connect successfully using the old password and even using a PAT as long as the user is a Legacy user type in Snowflake. However, once we convert the same user to a SERVICE user type in Snowflake, Tableau starts reporting connection errors while editing the connection. Despite this, Snowflake logs show the connection as successful, which is confusing.

To validate this, we created a new data source using the same SERVICE credentials and PAT, and the connection worked perfectly. We were able to retrieve data without any issues. Even more strangely, for an existing data source that shows a failure when editing the connection using a PAT (via the three dots outside the data source), if we instead edit the entire data source from inside Tableau

and update it with the SERVICE PAT, it works fine. This inconsistent behavior strongly points to a Tableau-side issue, possibly related to caching or how Tableau handles user types. 

Has anyone experienced this before or might know a solution to this? 

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

I am struggling with some limitations of native Salesforce reporting and wondering if it's time to move to PowerBi or Tableau. We are a nonprofit working to reduce poverty in our community. One of the primary challenges is that we have a "lifetime" model, which means that people can engage in our services, disengage and then re-engage at a later date, as long as they are still in poverty (mix of federal guidelines and our own cost of living data). Each time a person engages with us, we create a new Intake and that Intake is then connected to other objects like trainings, employments, service plans, etc. So in effect each Intake (we call it Program Engagement) is like a chapter of a person's journey with us. This allows us to do some time based reporting as well as holistic outcomes. The challenge is that not everything is connected to a program engagement, as some things are more "evergreen" and not just tied to a specific point in time. For example we track referrals, and since people can come and go, the place they were referred by "today" may not be the place they get referred by 2 years from now. We can get a LOT of reporting via native reports, using report types, lookups, etc however, there are just times when the lifetime model creates some data/outcome "noise". So I am wondering if moving to PowerBi or Tableau would be the best long term solution, however, those solutions do come with a new learning curve, costs, etc.  As we want to keep people in Salesforce as much as possible and not have some Dashboards in SF and then other dashboards in PowerBi, etc.  So what are the pros/cons? Price is one, visibility is another, as not everyone needs to create Dashboards/reports but still need to view them. So....? 

I have tried to send a list email using a template that I created in Lightning email builder but none were delivered, the failed recipient report error message is 'This person has opted out of commercial email' Does anyone know why?

When I send the template from an individual contact record I don't have this problem. Also have not had this problem with other templates that I have created, just the one created in the email builder function. Thanks in advance

#Automation  #Nonprofit  #New Releases

I was looking at my org, mainly because of all the recent security notices, etc and I found something called Scale Center. Apparently it's a way to monitor your orgs performance. I had no idea. So my questions are, is it free and should I enable it? 

Hi all,

I am researching options for data backup for the non profit where I am system admin. I want to be able to have data backup, meta data backup and easy retore (not CSV upload). We have very limited budget so it rules out a lot of the big players. Cloud Ally and Spanning both meet our needs technically and are within budget - just wondering if anyone has experience of implementing either and how you have found it?

Thank you

Kerry

How can we obtain a new NPC (Nonprofit Cloud) org? We would like to migrate from our existing NPSP org while continuing to use it during the transition. What is the recommended approach for setting this up? 

Hi all,

I am working with Salesforce Nonprofit Cloud and facing two issues with the Gift Soft Credit standard object:    Global Search:

•  Currently, Gift Soft Credit records are not searchable in global search. 
•  I noticed that the field used as the Name is an auto-generated  field, and I am wondering if there is a way to make it searchable.

Tab Visibility: 

•  I want to make it accessible via a tab in apps for easier navigation.
• Currently, there is no tab for Gift Soft Credits. I checked it in tabs and also check via app manager whether I can add the tab (standard) but there is no tab for the same.

Just got a noticed this morning from SF stating that Microsoft is retiring Exchange Web Services in October of 2026, which means lighting sync will stop working so anyone using the native SF to outlook plugin will have to migrate to Einstein Activity Capture.  Curious as to others thoughts on this and who has already migrated, any tips, hidden gotcha's etc?  For context, solo Admin for a nonprofit.