#PUBCrawlTip1 人正在讨论

Hi colleagues,   I am building a Mail Merge solution that creates a "Donor Profile" one page PDF.  So far, I'm pulling in data from recent opportunities, open opportunities, tasks/activities, contacts/affiliations, and fields from the Account (org/household).  I'm wondering, what's most important to you and your teammates to surface in a document like this? LMK!

#Nonprofit

Hi. Currently, our accounting team manually enters each donation into QuickBooks. We're not looking for a tool to automatically sync from Salesforce to QuickBooks. Instead, we would want to find something to import a spreadsheet into QuickBooks. Do you know of anything that can accomplish this?

Thank you for help!

@Nonprofit Success Pack

@System Administrators

@Getting Started with Salesforce

@Configuration & Customization (ARCHIVED)

@Data Quality & Management

#Quickbooks #Salesforce For Quickbooks Products 

 Early bird tickets for Midwest Dreamin’ 2026 are on sale!

This isn’t just a Salesforce conference. It’s a community that keeps showing up for and supporting each other. Yes, even your weird automation ideas! 😉 

$140. First 100 tickets. July 15–17.  

We're currently triggering some automated emails to our donors through Salesforce using Lightning Email Templates but these aren't the nicest looking emails in the world.

Is it possible to use Canva or a similar graphic design app to create "pretty" emails and then pop this into a Salesforce email template? I just tried with code from Canva embed but got a bunch of errors with the code in the Salesforce email template.

Thanks in advance!

Hello, we are in the process of moving from Team Approach to NPSP and are considering options for doing direct mail segmentation.  Does anyone have a tool they really like?  Is anyone outsourcing and if so I'd love to talk to you more about details. 

Thanks!

Kristin

PS.  We've already ruled out using native SF tools.

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?