#NonprofitHelp3 discussing

*Using Nonprofit Success Pack, if that's relevant*

Reviewing everything about merging contacts, it says that the associated tasks/activities will stay on the final master record.

However, when we merged two contacts, quite a few of the associated "tasks" (using E-mail to Salesforce which creates Unresolved Email tasks which are then assigned to the contact) linked to the records completely disappeared. It seems the ones that disappeared were the ones associated with the non-master account. But I thought the activities and tasks from both would be carried over to the master record?

I checked to see if the tasks still existed somewhere in Salesforce (thinking maybe they were now not Related To anything) but they were gone.

Any clue why this is happening? This org uses Email to Salesforce pretty frequently and losing those correspondences when merging contacts will cause major issues.

Thanks :)

#Nonprofit  #Nonprofit Success Pack

Hi everyone,

I am looking to apply my Salesforce skills in a volunteer capacity. I bring over 8 years of experience in data analysis, where I’ve specialized in Excel and data storytelling. I am a Certified Salesforce Admin, currently closing in on Trailhead Ranger status.  

I’m comfortable with dashboarding, and core admin tasks, and I’m looking for a volunteer/unpaid roles where I can utilize my salesforce learnings.

Thank you! 

#Volunteer Opportunities #Volunteering #Nonprofit #NonprofitHelp

Hi,

I am looking to apply my Salesforce skills in a volunteer opportunity. I have 2 years of experience using Salesforce in the service and sales sectors. My experience consists of generating reports, managing data, and small-scale admin tasks (e.g. creating custom fields). I have experience manipulating data in Excel, and updating Salesforce using DataLoader. I am also a Certified Salesforce Associate.

Does anyone know of any volunteer opportunities that matches my skills? I am interested in working remotely.

Thank you!

#Volunteer Opportunities #Volunteering #Nonprofit #NonprofitHelp

I want to move from away from a 'many lists, few segments' to 'one list, many segments' approach to managing supporter email preferences in Campaign Monitor (CM). And in doing so only pay once per subscriber! I also want some users to be able to edit the subscriber email preferences from the Salesforce contact record and have that sync back to CM. 

Has anyone built a solution around how to make a synced Salesforce field that relates to a list segment from which data syncs both ways? Beaufort 12 Support explained that due to high processing demands, detailed segmentation information can only be accessed directly within CM. 

If I create a dummy segment in CM, can I use that to auto-populate a custom field on the contact record, via SF reports? Alternative ideas are greatly appreciated!

TIA,

Emma

#Trailhead  #Nonprofit  #Integration

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