Hi, I am looking for best-case practices to identify tributes coming into Salesforce so that we can create and notify a recipient contact.
#NPSP #Classy App
Hi, I am looking for best-case practices to identify tributes coming into Salesforce so that we can create and notify a recipient contact.
#NPSP #Classy App
Am I missing something, or is there no way to map additional fields on an Engagement Plan Task to the Task object? We have some custom fields for tracking things like outreach channel and research type that would be helpful have pre-selected when an Engagement Plan is used to create Tasks.
If not, does anyone have any experience/tips for using a Flow, either to update the Task created by the Engagement Plan or maybe just using a screen flow to create the Tasks entirely rather than via an Engagement Plan Template?
#NPSP #Template Task #Task Object #Tasks #Engagement Plans #Flow
I spotted that! I also noted the poster said "It can be done now with custom fields on Engagement Plan and a process," but wasn't quite sure what that might entail.
I have a group of 19 non-profits using NPSP and three that I have checked (so far) have had their "Don't immediately expire links in forgot password emails" checkbox un-checked in the profile that most users use, under Password Policies.
I could not find anything in the Setup Audit Trail, but something has done this in the background.
Thank you!
You should be able to see changes in audit trail if something has changed on profile, if you don't see any then no changes are been made.
https://help.salesforce.com/s/articleView?id=000386502&type=1
Thanks!
Is there a way to assign multiple accounts to a single opportunity in NPSP, and then split the hard credits between those accounts? I ask because we occasionally work with donors who will sign a pledge agreement and then make payments towards that pledge from different sources. The most common scenario is when some payments come from a foundation and the rest come from their personal accounts. In these situations, I would like to create one opportunity (since the opportunity represents the one pledge) and then tie the foundation and the household accounts to it. I would then like to assign hard credits to both of these accounts based on the amounts that were paid by them. In other words, is there something similar to Account Soft Credits, but instead of soft credits it can assign hard credits?
I don’t think there’s an out-of-the-box method for this and I can’t promise this is the most elegant or simple solution, but we faced a similar challenge where we needed to credit multiple accounts with an opportunity, though in our case it was for program fees rather than donations.
To address this, we created a custom object called Opportunity Account Roles since we did not want to redefine how Account Soft Credits functioned. From there, you could either create a Roll-up Summary field or perform the calculation using an external tool like Rollup Helper (which we’ve found invaluable, especially given the limitations of NPSP's native customizable rollups).
That said, there are a few more details you'd have to think through regarding scalability, data integrity, and permissions. For instance, since the 'Hard Credit Total' field already exists on the Account as part of NPSP, you might need to modify how it’s calculated or even replace it entirely to ensure that the value actually reflects your specific crediting scheme.
We are a larger nonprofit taking several hundred transactions/day. What is the best software integrated into Salesforce to handle payments/donations. I want to be able to process payments in Salesforce.
#NPSP #Nonprofit Success Pack #Nonprofit Cloud #NonprofitHelp
Hi, I have used Chargent
by app frontier in the past for 501(c)3 Non Profit org. App frontier is Salesforce Partners too and offer discount to non profit.
https://appfrontier.com/blog/salesforce-donation-app
Hope that helps. Thanks
We are starting to implement planned gifts and have just received our first gift commitment. I am trying to figure out the best way to do track this in Salesforce NPSP. We do expect to receive more in the near future and if I can set up the process correctly now, it will make things easier to track moving forwards. Right now, I have it marked as a Donation opportunity record. However, that is not ideal for us as we want to keep this separate from annual revenue and roll ups. Another issue is that with an opportunity record, we are unable to properly capture how much of the gift has been paid (outside of creating payment records) and have that added to account roll ups.
I am thinking we may need to create a custom object similar to the donation record type that would capture what we need from the planned gift.
#Nonprofit #NPSP
I don't think you should create a new record type for these opportunities. The key indicator is Opportunity Stage.
Once you understand that Opportunity is a concept from Sales, you realise that an opportunity (also known as a "deal") will eventually end closed - either Won or Lost.
This is true for donations as well. Sure, the vast majority of your donations enter the system "closed won" because you don't record them until you've received them. But pledged donations just need a different Opportunity Stage (or set of stages they will go through) before you get the money and change the Stage to "closed". Recurring Donations work this way!
Have a think about your opportunity stages and use the Sales Process settings if you need to makes changes to what you already have.
By the way, rollups only count Closed Won opportunities. Retorts should always filter or group using Opportunity Stage.
Hi,
I would like to be able to report on my sales pipeline, including pledged future donations that are recurring. However, the way NPSP is set up means that not all opportunities are created when the recurring donation is set up and I can't accurately report on the sales pipeline. I also can't report on installments.
If anyone knows of a solution or a way around this, please let me know!
Thanks,
Maeve
#NPSP #Recurring Donation
thank you for your reply.
Apologies if I'm wrong but I don't see any options in the NPSP Settings to change the number of Opportunities that are created when a recurring donation record is created. I can see that you can change the 'Installment Opportunity Auto-Creation' setting but none of the choices fit my requirements as shown below.
Please can you elaborate on how I can use the NPSP settings to help?
Thanks,
Maeve
Hi All
Needed some advice on how others are tracking their second gift in Salesforce. We have the rollup field to track first gift but there is no such field for second gift readly available. Second gift insights can be great as this would help us understand the time between donors first and next gift and much more. Wondering how everyone else is tracking this and if there is a way that I haven't thought of.
Thank you in advance.
Reeva
You'll set Value box to True (shows up as $GlobalConstant.True in the list).
I'm the admin for an NPSP org. I set up a NPSP recurring donation with the owner as Unger (not myself) I would expect that all installments would be owned by him. They aren't I always have to go in and change it manually. This is frustrating since I also do fundraising and when it comes to who owns which donations it can get confusing.
#NPSP #Salesforce Admin #Recurring Donationplease check the link;
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007epuGGSAY
Check for any workflow rules, process builders, or triggers that might be overriding ownership. Verify the "Assign Ownership of Recurring Donations" setting in your NPSP configuration. Ensure Unger has the correct permissions for owning installments. If the issue persists, check for any data migration issues or consider automating the process with a flow or trigger. Also, confirm you’re using the latest NPSP version, as it could be a bug.
We have both Household and Organization Account Record Types. I want to create a List View of all contacts who've donated x amount this year, whether associated with a Household or Organization. My filter is set to show all contacts with Account: Total Gifts This Year > 0. I'm seeing my household accounts as expected but just a handful of contacts from orgs (along with their associated org names). Most of the org contacts aren't coming up. I've tried to figure out what the different is between the ones that are displayed and the missing ones, and I don't see anything obvious. If I take all filters off, the contacts I'm missing will show up but not with the name of the org they're affiliated with. If I filter on "Organization" Record Types, and nothing else, I see the same 3 contacts I got with my initial filtering, but there should be many more. If I try to filter on just one of the org's account names, it will not come up. What am I missing?
I ended up solving my problem by creating a second Contact List View for Org accounts (separate from HH accounts). To get just the Org accounts with Contacts, I created a Lookup field on the Contact object that (using a formula) references the Contact's Primary Affiliation Org's Total Gifts Last Year. I then filtered my List View on that field so that it only shows me the contacts (with their associated org account names) if the amount in my new lookup field is greater than 0.