Our Philanthropy team are seeking a solution for capturing and recording engagements with donors (meetings, events, etc) to be viewed alongside Opportunities and households.
The team have found that tasks and activities are not achieving this, and speaking with Salesforce they recommend building a custom object to mimic an object only available in Non Profit Cloud.
Before we proceed with investigation into this, it would be great to connect with other NPSP users who have a similar business requirement who may have implemented something like this. Do you have any recommendations for how to achieve this?
Thank you
This is a type of program enegaement (development program, unit is hours or meetings). As such, PMM data structure can handle the job but it might be overkill if that's the only reason you need it. And PMM data structure is identical to V4SF data structure, so you can also model it as a volutneer hour. That's what we do, but I accepted long ago that a volutneer hour represented lots of different things in our database (all of which measure hours of engagement by someone (contact) for a purpose (job) on a specific date.) Thus if you also do group meetings, public speaking, etc for purposes of awareness raising and development, it can work. And you can actually sub-divide the meetings by job or program service (equivalent) for things like planned giving meeting, major gift meeting, donor nurturing meeting, donor cultivation meeting, capital campaign meeting, etc.
V4SF hours are associated with a contact only and now an account. PMM Service Deliveries can be associated with a contact or an account.
Activities (and events) don't work for historial recordkeeping of any sort becuase they are autoarhived by Salesforce and you cann't turn that off.
