Hello everyone,
Our team is looking for a data expert to support our database migration project(Dyanmics 365 to Salesforce). If you have experience with data migration, and are interested in joining a dynamic team, check out this job at Special Olympics Canada:
https://www.linkedin.com/jobs/view/4341978176
#Job Postings #Nonprofit #Non Profit Community #Non Profit Opportunities #Non-profit Cloud #Salesforce Developer
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 ##nonprofitGreetings, @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
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!
If interested, please apply via our website: https://www.craftsmantech.com/job-description-business-analyst/
#Non Profit Community #Salesforce Admin #Business Analyst #Nonprofit Job
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:
Template for forgot password:
Hi {!Receiving_User.FirstName},
Your password has been reset for {!Community_Name}. Go to:
{!Community_Url}
Thanks,
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:
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
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 @Agentforce Nonprofit (Nonprofit Cloud)
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
Application of salesforce in non profit.
Hi , I am very new to salesforce. I am not sure where to begin if I would like to get to know more about use of salesforce in non profit.
Hi from El Salvador. I am recently started the path to obtain my first Salesforce certification. I would like to read from the community some advices to success in this beautiful world.
#Trailhead Challenges #Community #Trailhead Community #Non Profit CommunityI 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
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.
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