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Ilias Chorafas asked in Nonprofit Hub
Feb 15, 2025, 8:13 PM
Bulk gift commitment update

Has anyone tried to bulk update gift commitments : amount or frequency ?

Like how am I supposed to massively update these records ? Because creating a new GCS, modifying the existing GT update the Currenct GCS on the GC and doesn’t seem the correct way to go nor does it properly working

#Nonprofit #Nonprofit Cloud #NonprofitHelp #Non Profit Community ##nonprofit
1 answer
  1. Katende Kinene (DragonFly Health)
    Oct 29, 2025, 1:45 AM

    Greetings, @Ilias Chorafas

     

    I am curious if you figured out a solution, since this matter was raised in February. Can you share your solution? 

     

    If the problem remains, I’d like to better understand your situation  by having you answer a few clarifying questions: 

     

    1. Are you trying to update existing gift commitments directly on the Gift Commitment object, or are you updating them via the related Gift record? 

     

    2. When you mention “creating a new GCS and modifying the existing GT,” are you referring to using the Gift Commitment Schedule (GCS) related list or a custom automation/process? 

     

    3. Approximately how many records are you trying to update at once, and are you looking for a point-and-click solution (like Data Import Wizard/Data Loader) or are you open to Apex/data manipulation tools? 

     

    Thank you in advance-  

     

    Katende

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Sheila D'Amico (People Operations Manager at Craftsman Technology Group) posted in Nonprofit and Education Jobs
Jun 6, 2024, 7:48 PM

Hiring - 2 Business Analysts with Nonprofit + Salesforce Experience (Remote within the contiguous U.S.)

 

Craftsman Technology Group is looking for people who have nonprofit experience, Salesforce technical expertise, and have a desire to help nonprofits grow and thrive.

 

If you have the following skills, this might be a job for you!

  • 2+ years experience as a Salesforce Admin with an Admin certification
  • Experience in nonprofit organizations and a commitment to nonprofit sector practices 
  • Ability to manage client time and have client-facing skillset

If interested, please apply via our website: https://www.craftsmantech.com/job-description-business-analyst/

 

#Non Profit Community #Salesforce Admin #Business Analyst #Nonprofit Job

8 comments
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Patricia Mozzoni (Enterprise System Administrator at Retired - World Group)
Nov 14, 2024, 8:10 PM
OOB Standard Community Welcome Email - Merge Fields Do Not Populate

I am trying to get a community setup and send out the Welcome email.  I want the users to have to log into the community with their email (username) and password however, I am unable to get the out of the box templates to populate.  Also, should I be identifying a corresponding email for all of the community email?

 

I also tried to use reset password email which I do receive and it provides a link to reset password.  I go to that page and it has me enter my username which then sends me another link to reset password and it just keeps going in a circle.  The url provided does not have the community name in it: 

  

 https://domain.my.salesforce.com--paralsan.sandbox.my.site.com/mysitename/secur/forgotpassword.jsp?r=00DD30000008sn7005D3000006rRjiCjwKMwoPMDBERDMwMDAwMDA4c243Eg8wMkdLZDAwMDAwMDRscVAaDzAwNUQzMDAwMDA2clJqaRiro5fisjISEDA10yRJ193H-TkYoDiG3n0aDNAerGhAKl24r9hqPCI5CkYleCcmgGf78um5mhaCVYDYknbrSlqwhW63F0fToLdAVWe9Mo-Pgd86I1QnZCn-3dulrxbszC1R&display=page&fpot=bc650a45-c8a2-43a4-a9f4-68be08f9b76c9cc3185c-6eff-44b5-89a4-2e1e89e6a213

 

Template for forgot password:

Hi {!Receiving_User.FirstName},

 

Your password has been reset for {!Community_Name}. Go to:

 

{!Community_Url}

 

Thanks,

{!Organization.Name}

 

This is the Welcome Email template created by Salesforce with an Applicant ID field added:

 

Hi {!Pwdless_New_User.FirstName},

 

Welcome to {!Community_Name}!

 

Let’s verify your registration as {!Pwdless_New_User.Username}.

 

Your Applicant ID is {!ApplicantID__c}

 

Enter this one-time password where prompted.

 

Password: {!Verification_Code}

 

And this is the email when it arrives in the email app:

 

Hi ,

 

            Welcome to My Site!

 

            Let’s verify your registration as .

 

            Your Applicant ID is 

 

            Enter this one-time password where prompted.

 

            Password: 

 

#Non Profit Community

1 answer
  1. Kirst Belen (Salesforce)
    Nov 15, 2024, 2:22 AM

    Hi Patricia, we are using the same merge field such as 

    {!Community_Name}

    {!Receiving_User.FirstName}

    {!Community_Url}

     

    and it works fine. This might have something to do with your Community configuration. Go to Administration and double check your settings/setup

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Aditya Kumar Gupta (Salesforce Solution Engineer at Funding Circle UK)
Mar 17, 2024, 7:55 PM
Is Non Profit Consultant exam content still based on NPSP manage package or new NPC now ?

Dear trailblazers,

I'm planning for Non Profit Cloud Consultant exam soon but wondering whether it will still be based on NPSP or new NPC ?

 

My understanding is, it is still based on NPSP manage package as I'm referring the Trailmix (https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-salesforce-nonprofit-cloud-consultant-credential) but can someone please confirm or share more inputs.

 

Any response will be greatly appreciated.

 

Thank You.

 

@Non-Profit Cloud Consultant Study Group @Nonprofit Cloud (Agentforce Nonprofit)

 

#Non Profit Community@NPSP Days 

6 answers
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Islam Ayoub (Salesforce Consultant at Swift Cloud Solutions) posted in #Nonprofit
Sep 5, 2024, 11:20 AM

Been working for a few months on a FREE guide to implement the new Nonprofit Cloud Fundraising that covers

 

✔️ Basic Setup

✔️ Donor Profiles and Pages setup

✔️ Events and Milestones

✔️ Relationships

✔️ Campaigns and Outreach Source Codes

✔️ Major Gifts, Commitments and Transactions

✔️ Rollups (Data Processing Engine)

✔️ and so much more

 

Pick it up for free with coupon: SWIFT

Link: https://swift-cloud-academy.teachable.com/p/nonprofit-cloud-fundraising-implementation-guide

 

#Nonprofit #Nonprofit Cloud #NonprofitHelp #Nonprofit Success Pack  #Nonprofit User Groups #Nonprofits #Nonprofit Organization #NFP Fundraising    #Non Profit Community #Non-profit Cloud   

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Neel Shah (National Salesforce Manager at CMHA) asked in #Flow
Feb 6, 2024, 9:49 PM
Lookup (user) field in screen flow

I have a community with a screen flow that looks up a user account.

The lookup loads ok & debugs fine while logged in as a regular SF user.

Issue I have is I can't do it as a guest user. I can search but no results. Seems like I'm missing a permission somewhere. I have a Case object set for lookup to user. the guest user has access to that. 

I am currently setting up internal ticketing system and site users can select their name as Requestor. 

 

Anything else I can check?

 

  #Flow #Screen Flow #Non Profit Community 

Lookup (user) field in screen flow

3 answers
  1. Andrew Mondy (Kustom US)
    Feb 7, 2024, 4:20 PM

    If it is used by internal salesforce users, then invoking the flow from an internal page or app would be much more secure than a public site/guest user. 

     

    Depending on how your users expect to access this flow, a simple one page "app" with nothing but the screen flow on the page could be launched from the App Launcher when needed.

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Sheila D'Amico (People Operations Manager at Craftsman Technology Group) posted in Nonprofit and Education Jobs
Feb 9, 2024, 2:17 PM

Hiring Technical Analysts and Client Success Managers with Nonprofit + Salesforce Experience (Full Time, Remote USA, no contracts)

 

Craftsman Technology Group is looking for people who have nonprofit experience, Salesforce technical expertise, and have a desire to help nonprofits grow and thrive.

 

Our Technical Analysts work across a portfolio of nonprofit clients helping them with their Salesforce orgs and integrated apps. They assist assist in defining, interpreting, and executing near-term requirements; address real time production issues as they arise; and identify possible future enhancements.

 

If you are interested, please apply via our website: https://www.craftsmantech.com/job-description-technical-analyst/

 

Our Client Success Managers have strong account management skills for a portfolio of nonprofit organizations, meeting their support, operations, and growth needs. They advise and guide clients in using cloud-based technology platforms.

 

If interested, please apply via our website: https://www.craftsmantech.com/job-description-client-success-manager/

 

#Non Profit Community #Salesforce Admin #Business Analyst #Nonprofit Job

1 comment
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Emonni Gohleston (Customer Account Support Specialist at Salesforce.org) posted in #Tips By The Community
Jan 22, 2021, 5:50 PM

Hi, amazing folks! It’s time for #Friday Shout Outs! Every Friday we take time to reflect and shout out another community member who helped out or deserves some gratitude and thanks.

 

I want to give a #FridayShoutOut​  to @Akash Mishra​  for always sharing Daily Tips from our fellow Trailblazers. You can check out tips in our @MindShare: Blogs, Webinars, Podcasts etc​  group or by following the #Tips By The Community​ topic.

 

Another #FridayShoutOut​  to @Paul Ginsberg NIQ​  for creating 5 tips (with explanations why!) to help your organization reset and refocus for 2021, aimed at nonprofits, to help you reach for goals, with some support from our fearless leader @Lizzy Roberts​.

 

This week has been pretty quiet and what better time to shout-out someone who deserves a nice #FridayShoutOut​. I challenge you all to take a minute and tag them right here on this post with just a few kind words 😊 .

 

Have a great weekend Hubbers!

 

@Community Events​ 

@MindShare: Blogs, Webinars, Podcasts etc​ 

@Salesforce MVPs in the Hub​ 

@Hub Heroes​ 

@About the Hub​ 

2 comments
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