Tag archive for Nonprofit Success Pack (NPSP)

Calculating Donor “Streak” in The NPSP (No code required!)

Calculating Donor “Streak” in The NPSP (No code required!)

Do you know how loyal your donors are? One key metric of donor loyalty is to look at how many consecutive years they have donated. Some folks call this concept a donor’s “streak”. I first heard about this metric and the desire to include it…

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The Spring 2016 Nonprofit Starter Pack Sprint – A Community Assembles

The Spring 2016 Nonprofit Starter Pack Sprint – A Community Assembles

Last Monday was the best day I have ever had at a Salesforce event, and I’m so excited about what this community holds. At the opening plenary of the day’s Nonprofit Starter Pack Sprint, hosted by the Bay Area Nonprofit User Group (and the United Way…

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Grief-support agency upgrades to NPSP v3 to gain a more complete view of their constituents

Grief-support agency upgrades to NPSP v3 to gain a more complete view of their constituents

By upgrading to Nonprofits Starter Pack v3, we now have a more powerful platform to track our work. Finding answers is also easier with the NPSP v3 documentation and the Power of Us Hub community. – Stephanie Murray, Development Director, The Healing Center   Situation The…

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Tracking Complicated Human Services Client-Relationships in Salesforce

Tracking Complicated Human Services Client-Relationships in Salesforce

We recently collaborated with an organization who does highly-effective therapeutic work with at-risk children in the Seattle area. Children served by this organization often have a complex web of caregivers, relatives, foster parents, siblings, half-siblings, case workers, and other significant people in their lives. These children…

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You don’t have to be a Coder to be a NPSP Contributor

You don’t have to be a Coder to be a NPSP Contributor

On October 22nd and 23rd, almost 60 passionate folks gathered in Seattle (and a handful more, remotely) for the latest Nonprofit Starter Pack Community Sprint. We came together to spend two full days focused on making the Nonprofit Starter Pack even more awesome — and nothing…

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How to: updating Campaign Member status via Process Builder and Flow

How to: updating Campaign Member status via Process Builder and Flow

Note: this post assumes a basic working knowledge of Salesforce Flows and Process Builder. If you want to learn more about these, we recommend the Trailhead module on Flows and the Trailhead module on Process Builder. Have you ever wanted to know which of your invited…

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What the Lightning Experience Announcement Means for Nonprofits

What the Lightning Experience Announcement Means for Nonprofits

There’s been a lot of excitement this week about the new Lightning Experience. Lightning Experience is the next generation of the desktop user interface (UI) for Salesforce. Eventually, it will match feature-for-feature to Salesforce Classic (the current UI you’re used to) and then some! There’s…

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Nonprofit Starter Pack v3: What a year!

Nonprofit Starter Pack v3: What a year!

Just over a year ago, version 3 of the Nonprofit Starter Pack was launched. It was a pivotal release for several reasons. This release added a more flexible architecture and a new preferred account model, called the Household account model. It also added new features…

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Reports and dashboards and graphs…oh my!

Reports and dashboards and graphs…oh my!

This summer the Salesforce Foundation provided a number of new reports and dashboards for the Nonprofit Starter Pack (NPSP). If you haven’t look at them or considered installing them, you should. There are 5 new dashboards and 47 new reports. I’d like to highlight a…

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