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#Nonprofit42 discussing

I am trying to disable by using autocomplete="Off" but its now working can anyone help with this i am using this under lightning record edit form

 

#Sales Cloud  #Service Cloud  #Marketing Cloud  #Analytics  #Nonprofit  #Trailhead  #New Releases  #Integration  #AppExchange

1 answer
  1. Yesterday, 6:57 AM

    Hi Vikrant, autocomplete="off" isn't supported directly by lightning-input-field because it doesn't expose the underlying <input> element's autocomplete attribute. 

    If you need to control autocomplete, you can use lightning-input instead of lightning-input-field and set: 

    <lightning-input

    type="text"

    autocomplete="off"

    name="myField">

    </lightning-input>

      

    If you need to keep lightning-record-edit-form and lightning-input-field, you generally can't reliably disable the browser's autocomplete through the component attribute. 

      

    If you can share which field you're trying to disable autocomplete for and what browser you're testing in, I can suggest a more specific workaround. 

     

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1 answer
  1. Sep 17, 2:00 PM

    Hi Patrick,

    Could you share the exact HTML error message you're getting and the type of email template you're creating (Lightning, Classic, or Visualforce)? 

     

    If possible, also share the HTML/code you're trying to save and a screenshot of the error. The solution can depend on the template type and the specific HTML being used. 

     

    With those details, someone should be able to pinpoint the issue. 

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What is the expected mapping behavior of custom Recurring Donation fields to Opportunities when installment auto-creation is disabled

? 

 

For example, I want to map a custom 'Acknowledgment Status' field on the Recurring Donation to the 'Acknowledgment Status' field on Opportunities. If NPSP were set to auto-create the next installment, the Recurring Donation's Acknowledgment Status would get mapped to the new Opportunity. However, we have installment auto-creation disabled. So if the next won installment for a Recurring Donation comes in, say, through an online donation platform, would its Acknowledgment Status be inherited from the Recurring Donation:

  • When it's created?
  • In a batch overnight?
  • At all?
  • And would the Recurring Donation's Acknowledgment Status get copied to all child Opportunities, or just new ones after the field is updated?

Thank you for any insight you can provide! 

 

#NPSP  #Enhanced Recurring Donations  #Nonprofit Success Pack  #NonprofitHelp  #Nonprofit  #Recurring Donation

1 answer
  1. Sep 17, 11:58 AM

    Hi Adam,

    The custom field mapping is applied when NPSP creates an installment Opportunity from the Recurring Donation. 

     

    So if Installment Opportunity Auto-Creation is disabled, NPSP won't automatically create the next installment just to apply the mapping. If an Opportunity is later created by an external donation platform, the Recurring Donation → Opportunity custom field mapping would not automatically populate that Opportunity unless the integration/process creating it explicitly applies the value. 

     

    Also, updating the Recurring Donation doesn't simply copy the value to every historical/closed Opportunity. NPSP's behavior around existing open installment Opportunities can update mapped values depending on the Recurring Donation processing/configuration. 

     

    For an online donation platform creating the Opportunity directly, I'd recommend checking the integration's field mapping or automation rather than relying on the NPSP Recurring Donation mapping. 

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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

111 answers
  1. Sep 15, 12:13 PM

    The new security requirements are certainly making waves. Yes, the standard cooldown period is every two hours for report actions such as viewing or exporting. Dashboard components generally fall under the same umbrella since they pull report data. My advice would be to check your session settings early. The outcome usually means a little more clicking for users, but it helps keep donor data safe. A small price to pay for peace of mind, I think.

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Hi All! I need your help understanding how we can integrate Google Form ( the website form is a Google form) with Salesforce (NPSP) if the customer is not interested in paying for an integration tool like Zapier. 

regards,  Preeti

#Nonprofit

Success Pack

#Nonprofit Success Pack
7 answers
  1. Sep 15, 11:42 AM

    Zapier is lovely, but it is not the only fish in the sea. You can use Google Apps Script to push data directly into Salesforce through the API. It takes a little coding, but there is no additional platform cost. Another option is a simple Web to Lead form if you only need basic data capture. What I think will be best is testing the script in a sandbox first. The setup can be a little fiddly, but getting it working is quite rewarding.

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Hello there, 

I'm working on setting up Files Connect with SharePoint online. 

 

After setup, currently, the External Source seems to be connected and Authenticated (as seen the External Data Sources entry  Administration Authentication Status | Authenticated  

 

However, as a User, when trying to Access the SharePoint, after clicking "Trust" to connect my account, I'm getting the common / Know Issue "Can't access external source. External data source is unavailable because of an error."  

Files Connect with SharePoint online:

 

The Known issues page proposes two workaround.  

 

I tried No 1, pretty small change in the Setup, but it did not work...  

No 2 suggest to "create an external authentication record for the user"  Is that something that the Admin must do on the Setup or is this something the end User must do?  

 

I'm asking because its confusing. On this Help Page it says  

Before you begin your administrator:

Sets up the external data source or named credential to use per-user authentication.

  • Grants you access to the external data source or named credential.
  • Verifies that your org can connect to the external system.
  • Tells you the authentication settings to enter.
  • Sets up the community, if applicable, by using the Salesforce Tabs + Visualforce template.If the community is built with the Customer Service template, only your administrator can set up and manage your authentication settings for external systems. You can’t complete these steps on your own.

 

Any guidance here is very welcomed

2 answers
  1. Sep 14, 6:38 AM

    I know this is a very old question, but just in case it helps someone. The External Data Source should first be granted to the individual user via permset/profile. That is all it meant by the bolded line. 

    User should now see a banner they can follow to authenticate with that data source, or otherwise follow. 

     

    If you get to the point where you are seeing an error like this

    "Can't access external source. External data source is unavailable because of an error" and you are using the Auth Provider approach, it is most likely a problem with the permissions granted on the Sharepoint (Azure Management Console's Web Application ) side. The SF help docs just say "add permissions", but it doesn't work unless you add a specific set:

    • AllSites.FullControl
    • EnterpriseResource.Write
    • MyFiles.Write
    • Sites.Search.All

    if you add all those, then resync the external source metadata and try again it should work

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I have been a SFDC since 1999 and have successfully completed multiple Org Swaps for clients that were backed into corners due to poor implementations or layers of Scar Tissue.    

 

In 27 years I have never had an AE forced the client to purchase more than 1 license (of equal level (EE, UE) to provision the new Org.    I have a situation now where a Non Profit Client (On UE NPSP) is being told by AE and his VP that the only way they will support an Org Swap is for the client to purchase 10 additional UE Sales Cloud Licenses in order for Ops to Provision the New Org.   

 

Is this the new Policy at SFDC?    In June, I just completed an Org Swap for another Non Profit and they had no similar requirement.    

 

Looking for other consultants, Partners, or SFDC folks to weigh in here.   Thanks 

 

#Nonprofit   

1 answer
  1. Khyati Mehta (InfinySkills) Forum Ambassador
    Sep 12, 4:33 PM

    Hello Sean, 

     

    From what I understand, this doesn’t sound like a universally published Salesforce policy where a customer must buy 10 additional UE licenses for an Org Swap. Historically, Org Swaps have generally been handled based on the customer’s existing licensing and commercial agreement, with the replacement org being provisioned to match the appropriate licenses. So if another nonprofit completed an Org Swap in June without this requirement, I’d definitely ask the AE/VP to point to the specific current policy or documentation that requires the additional 10 licenses. It could be a specific provisioning or commercial constraint for this particular account rather than a blanket Salesforce policy, but I’d be interested to hear if others have seen this recently. Hope this helps!

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Hi, is there a Help source or document on how to set up Benefit Schedules and Assignments in AFNP? I suppose there is the Trailhead information, but is that enough?

6 answers
  1. Sep 7, 1:04 PM

    Benefit schedules can be a tricky beast to get your head around in Nonprofit Cloud. The Program Management Implementation Guide is certainly worth having to hand, although practical examples can sometimes make more sense than documentation alone. The Trailhead modules covering attendance and benefit tracking should help with the fundamentals. I think the most important part is understanding how benefit schedules connect with programme participation and outcome measurement. There is a dedicated Trailhead module covering attendance and benefit tracking in Nonprofit Cloud that should address the core questions. If you are still stuck afterwards, similar Trailblazer Community discussions may also offer useful screenshots and examples.

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We have been experiencing an issue with our CloudAlly Salesforce backup since 29 July 2026.

CloudAlly has investigated the issue and confirmed that Salesforce is returning the following OAuth error:

{

"error": "invalid_grant",

"error_description": "expired access/refresh token"

}

As part of the troubleshooting, I clicked the Reinstall

option in CloudAlly and completed the reauthentication process using my Salesforce System Administrator account. 

 

CloudAlly has confirmed that, under normal circumstances, this should replace the previous refresh token with a newly issued one. However, Salesforce continues to treat the refresh token being presented as expired or revoked, and the backup task becomes disconnected again. 

 

We have not made any Salesforce configuration changes around the time the backups stopped.

 

Is there anyone who has the same issue? 

 

#Nonprofit  #Salesforce Admin

2 answers
  1. Aug 31, 8:38 PM

    Hi @Usman Khan, thank you for your reply. CloudAlly confirmed that it was a bug, and it has now been fixed. Everything is working correctly again.

    Thank you for your help anyway!

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Hi everyone,

We currently use Blackthorn Event Management for our virtual events (webinars with GoToWebinar, Zoom meetings) and in-person events. We’re looking to explore new event management tools and would appreciate any recommendations.

Key features we're looking for:

-Salesforce integration for attendee tracking

-No limit on registrations

-Easy setup for registration pages (customizable)

-QR code check-in app functionality

If anyone has experience with a tool that fits these needs, especially within the nonprofit organizations, I'd love to hear your suggestions!

Thank you!

#Nonprofit
6 answers
  1. Sep 16, 2024, 1:47 PM

    We are using EventSpark/SparkSmiths. We are now a few months in and still very much learning but it seems like it will work for our needs and hits on all the functionality you mentioned.

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