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#Nonprofit151 discussing

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I'm surprised I haven't ran into this particular report use case in the 5 years I've been a Salesforce admin but here we are. Always something new to learn!    Today's dilemma is how to create what should be a really straightforward "aggregate threshold" report. I work in another, much less complex donor CRM, and to create this report you simply input the threshold amount (i.e. donors who have given at least $250), customize the date range between two different dates, and voila!     We have been using the rollups summary fields so far in our NPSP org and I've created several rollups of my own. Those work great for pre-formulated date ranges (Total Gifts Last Year, Total Gifts N Days Ago, etc.) But as far as I know - and maybe I've overlooking something super obvious - there isn't a quick, out of the box way to answer, in report format, a question like "which donors gave equal or greater than $250 total from 5/1/23 to 9/1/24?"     An opportunities report would filter the dates correctly, and I could see gifts of $250 and above. But not those who had given $100 here, $50 there, and then another $150 which would be over the $250 threshold. An accounts report could pull in rollup data but again, those dates aren't easily customizable and won't work with fixed dates. Creating a new rollup summary field on the account would work with two fixed dates but is a clunky solution for simply creating a report. I've tried different row and summary formulas in the report itself (to ONLY show the $250+ gifts) but to no avail.     ChatGPT tells me that I need to use a "summary filter" which would filter on the amount: SUM column to only show those accounts with $250+. And I think that is essentially what I would need, but there is no such option.     What am I missing here?    

1 answer
  1. Feb 22, 12:12 PM

    Unfortunately, you can't filter report data by summarized columns. However, you have a few options as workarounds, one, as you mentioned, would be creating a custom roll-up summary field on the Account object for the exact dates. 

     

    Another could be simply filtering the report to the selected dates, and the sorting the report by the amount field to show the accounts with the most donations at the top. Then you could use conditional formatting to highlight records above/below the threshold.

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Hi I want to get in Salesforce I’ve been doing trailhead I haven’t finished.Whst are the next steps for me to explore and get my admin cert. Like I really want to learn and take this seriously02-21-2025-21:10:19-0.jpg#Marketing Cloud #Trailhead Challenges #Trailhead #Salesforce Developer #Sales Cloud #Service Cloud #Nonprofit #New Releases #Analytics #Automation
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Hello everyone

Does anyone know where to find volunteer opportunities or roles in nonprofit organizations?

I’m looking to gain hands-on experience in Salesforce administration, data management, or office administration by contributing to a nonprofit organization. Volunteering would allow me to apply my skills while supporting a meaningful cause.

If you know of any organizations that need help with CRM management, data entry, or workflow automation, please let me know! Any recommendations on platforms, communities, or specific nonprofits that offer such opportunities would be greatly appreciated.

Thanks in advance for your insights!

#Nonprofit #Salesforce Admin #Jobopportunities #Job Opportunity #Job Postings #Nonprofit Job #Volunteer Opportunities
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Anyone have experience switching from NSPS to Nonprofit Cloud? We are a pretty large Nonprofit with 50+ users currently, but will have 75-100 users by the end of 2025-2026.     

1 answer
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Hi Trailblazers - 

 

The Trailblazer Community team is temporarily banning the use of AI-Generated chat technology (or other AI generated text) to answer questions or post in the community. Our goal is to help Trailblazers learn and connect by sharing knowledge and providing guidance. Unfortunately, AI-Generated chat technology can be misleading or wrong, and therefore goes against our values of trusted and authentic peer-based content.

 

Why are we taking steps to ban the use of AI-Generated chat technology?

Trailblazers have shared with us examples of answers that appear to be generated by AI. While investigating these incidents, we think language from the popular ChatGPT website about the tool’s limitations is particularly relevant:

“ChatGPT sometimes writes plausible-sounding but incorrect or nonsensical answers. Fixing this issue is challenging, as: (1) during RL training, there’s currently no source of truth; (2) training the model to be more cautious causes it to decline questions that it can answer correctly; and (3) supervised training misleads the model because the ideal answer depends on what the model knows, rather than what the human demonstrator knows.”

 

We are working on a Help Article to provide you with more detailed information and will be digging in to learn more about ChatGPT and other similar tools and how they may impact community engagement moving forward. We want to ensure that the community is a place to connect and learn from fellow Trailblazers.

 

Thank you! We appreciate your commitment to helping our community continue to be a valuable resource to all Trailblazers.

 

@Kieren Jameson @Juspreet Kaur @Lizzy Roberts @Bhavin Patel @Ian Twamley @Jessica Langston

 

@Trailblazer Community Cove

@All Community Group Leaders

39 comments
  1. Feb 20, 4:46 PM

    Brilliant move, @Anne Young  ! I’ve sometimes trusted those kind of reply  and tried similar approaches, only to realize in the end that they didn’t work. This is exactly what we needed—it saves time for us and for anyone following the given solution.

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i have just started working on non -profit cloud and i do not have much idea about it.. so please give an answer also i am planning to work on this project without using Non Profit Success Pack

1 answer
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I'm helping the team clean up our system and we've come across a few duplicate opportunities. I haven't found a way to merge opportunities, so I'm manually copying over important notes and need to move a few quotes before deleting the redundant opp. Is it possible to reassign quotes from one opportunity to another, or would I need to manually recreate the quotes?    We're using the Nonprofit Success Pack, and I have full Admin Permissions. Thanks in advance!   

1 answer
  1. Feb 19, 7:47 AM

    Hi @Emily Rothstein, using the standard quote functionality, I am able to change the Opportunity on a Quote from a list view on the Quote Tab in NPSP with "Create Quotes Without a Related Opportunity" checked in Setup under Quotes (Setup->Quotes->Quote Settings).Untitled 2.pngUntitled.png

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Do Admin users have the ability to create a Modal Window on the Home page ?  A modal window is a pop-up message that forces users to click on ok to make it go-away. 

1 answer
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Jan 28, 2022, 8:36 PM

    Hello,

     

    If you wanted to create this and have the capbilities you build a custom lightning component for this.

     

    Alternatively you could explore the option of In App Guidance and see if this works for your use case.

     

    Thanks, Tom

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Who wants to beta test our next version?

If you do please:

1- Install Org Check from the AppExchange in an org of your choice

2- Share here the org id of the environment

3- When ready we will push an upgrade in this org id for you to test. And give feedback.

Thank you in advance.

#Salesforce Developer #Sales Cloud #Service Cloud #Nonprofit #Technical Architect #Test Phase
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