#PUBCrawlTip2 discussing

Hi folks.

My client uses engagement plans that often create 30+ tasks. However, when an engagement plan gets deleted from an opportunity, it'd be nice if all it's related tasks also got deleted. Is there a way to automate this? It's very tedious for my client to manually delete these tasks.

Any help would be greatly appreciated!

We are on our way to change how we handle donors that are interested in leaving their legacy to our organisation. Previously the process was kept outside Salesforce until the legacy gift was on its way (then it was registered in the system).

We would really like some tips, advice and learn how other organisations are handling the legacy donor pipeline? Which categories for follow up do you have and how is the process in the system? How do you handle the ones that have shown an interest in being a legacy donor vs those who are on their way to pledge a legacy gift and those that have written a will with a legacy gift.

Thanks for any input and ideas on this :-)

Are any member-based organizations using Salesforce to manage memberships, renewals, and invoicing? We currently use a managed package called Fonteva to support our members but want to hear from organizations that have been successful using other solutions. Is anyone willing to share their successes and challenges with Salesforce on its own or with other solutions for member management?

1. In your opinion, do the available managed packages (Fonteva or Nimble AMS) offer anything that you must have and can’t achieve with Salesforce declarative configuration options? If so, how did you fill these gaps? How much custom programmatic work was required to meet your needs?

2. What do you wish you had known when deciding on your approach?

3. Knowing what you know now, would you still make the same decision today?

Looking for Salesforce.org product documentation? Here are links by product:

• Accounting Subledger
• Admissions Connect 
• Education Data Architecture
• K-12 Architecture Kit 
• Student Success Hub 
• Einstein for Nonprofits 
• Elevate 
• Gift Entry Management
• Insights Platform Data Integrity 
• Nonprofit Cloud Case Management 
• Nonprofit Experience Manager App 
• foundationConnect 
• Grants Management 
• Marketing Cloud Engagement for Nonprofits 
• Nonprofit Success Pack (NPSP) 
• Outbound Funds Module 
• Program Management Module 
• Volunteers for Salesforce 
• roundCause 
• Salesforce.org Release Notes 
• SFDO General Documentation

Hi all,

We were using the Description field on Events to document meeting notes with donors. However, we realized that this Description field gets updated in Google calendar b/c we are using the Google sync both ways. This means that donors are able to see meeting/post-interaction notes-which we obviously don't want. Here were my attempts at a solution-none of which have worked. I'd love to hear any recommendations for how you have handled this use case.

1) Create a new long text field on event to move the data-Can't do this b/c SF doesn't allow creation of a custom long text field on the object.

2) Use Notes-difficult to report off of. Hard to see a full list of all interaction notes on an account. Difficult to export/move if needed in the future.

3) Use tasks for the meeting notes using the "comments" field-we can't use tasks as a replacement for events b/c they don't work with the sync/on the calendar. we also can't relate a task to an event record, so the notes would stand alone and basically duplicate each event record.

4) Use a custom object for events or for notes-I can't relate a custom object in a master-detail way on events. This prevents being able to use related lists. The only option was to create a lookup on the event itself. No easy way to link back to the event record from the notes (except perhaps a URL). Impossible to report off of. If I tried to use the custom object for events, I can't use them in sync or add them to the activity timeline.

5) Turn off sync from SF to Google. This means that all notes added in SF wouldn't show back up in the Google calendar invite, preventing invitees/attendees from seeing notes. The only issue is that updates in the description in Google calendar would overwrite the description SF, so no updating the description in Google calendar once notes have been added.

Any thoughts? Recommendations? Help!

I'm trying to confirm whether I can create GAU Allocations and have Advanced Currency Management dated exchange rates apply. Does NPSP support this functionality?

I've read through the International Nonprofits FAQ and other docs. In several places, it is stated that NPSP supports ACM. It's not always clear exactly how ACM is supported (what works, what doesn't). It is clear that Customizable Rollups are supported. I get that (for Opportunities, at least!). Then there are some isolated places in docs where it's stated that certain things are not ACM compatible. Around Allocations, that includes notes that the ALLO_Multicurrency_TDTM Apex Class for generation Allocations via Campaigns and Recurring Donations does not support dated exchange rates. OK, but what about if I'm manually creating Allocations?

Has anyone used (cloned) the "Minimum Access - Salesforce" profile as a starting point for creating a user profile? If so, I am wondering how you developed your permission sets - how did you decide what objects or apps to include? Our organization is beginning to use temp services for some data entry and I want to limit their access to only objects they really need and the least amount of permissions as needed and using the "Minimum Access" profile seemed the right place to start.

In Praise of “Clicks Not Code”

For Thanksgiving I’m taking a moment to appreciate declarative Salesforce development and how amazing it is for there even to be “accidental admins” that turn it into a career. 

https://www.freelikeapuppy.tech/post/in-praise-of-clicks-not-code

@Salesforce MVP Collaboration Space @Admin Group, West Chester, US @Admin Group, Philadelphia, US @Nonprofit User Group, Philadelphia, US #PUBCrawlTip @Nonprofit Hub

Suddenly today I'm seeing the ability to add images or rich text widgets to dashboards in at least two of my clients' (Enterprise Edition) orgs. (I haven't checked the rest yet.) I can't find anything about this in release notes other than the Summer '23 note where it was for Unlimited and Performance only. Has something changed officially? (It would be amazing news if it has.)

( @Ankita Dutta? )