Full Access Salesforce Nonprofit-Cloud-Consultant Tutorials

Creating a Campaign hierarchy is the most effective way to track funding for projects and monitor year-over-year goals in Salesforce. Campaign hierarchies allow for organizing campaigns in a structured manner, making it easy to roll up data and track progress across different levels. Here’s how to set this up:

Create Parent Campaigns for Years:

For each year, create a parent campaign. For example, "2023 Projects" and "2024 Projects".

Create Sub-Campaigns for Projects:

Under each yearly parent campaign, create sub-campaigns for each project. For instance, "2023 Projects" can have sub-campaigns like "Project A", "Project B", etc.

Link Sub-Campaigns to Parent Campaigns:

Use the Parent Campaign lookup field to link each project campaign to its respective year campaign. This establishes the hierarchy.

Track Goals and Progress:

Use Campaign fields to set goals and track actual amounts. Fields like "Campaign Member Status", "Amount Raised", and custom fields can be used to track the funding and progress.

Use roll-up summary fields to aggregate data from sub-campaigns to parent campaigns.

Reporting and Dashboards:

Create reports and dashboards to monitor the progress of each project and year-over-year comparisons. Use the Campaign Hierarchy feature in reports to show aggregated data.

By setting up a Campaign hierarchy, the foundation can easily track the funding, manage goals, and compare progress year-over-year.

"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies

"Managing Campaigns in NPSP" from Salesforce.org: Managing Campaigns

To help a nonprofit run a large scholarship program using Salesforce for accepting external scholarship applications, reviewing processes, and tracking requirements, the following solutions are recommended:

Experience Cloud:

Experience Cloud allows the nonprofit to create a community or portal where external applicants can submit their scholarship applications.

It provides a user-friendly interface for applicants and reviewers to interact with the application process.

Steps to Implement Experience Cloud:

Set up an Experience Cloud site and customize it to match the nonprofit’s branding.

Create forms and pages for application submission.

Enable user roles and permissions to control access for applicants and reviewers.

Outbound Funds Module:

The Outbound Funds Module (OFM) is specifically designed to manage the distribution of funds, such as scholarships.

It allows for tracking applications, managing review processes, and ensuring compliance with scholarship requirements.

Steps to Implement Outbound Funds Module:

Install and configure the Outbound Funds Module from the AppExchange.

Set up funding programs, grant types, and application criteria.

Use OFM’s built-in features to manage the review and approval workflows.

These solutions provide a comprehensive and integrated approach to managing the scholarship program within Salesforce.

Before importing a large volume of data into an NPSP org, it’s crucial to ensure data quality and optimize performance. Here are the steps:

Check if the Data is Clean, Structured, and in its Final Format:

Review the data to ensure it is free of duplicates, correctly formatted, and complete.

Clean data before importing to avoid data quality issues.

Disable Certain Apex Classes Using TDTM:

Navigate to NPSP Settings in Salesforce.

Under "Settings", find "TDTM (Table Driven Trigger Management)".

Temporarily disable non-essential Apex classes that might interfere with the data import process. This helps improve the import performance and reduces the risk of errors.

By following these steps, you can ensure that the data import process is smooth and that the imported data maintains high quality.

"Preparing for Data Import in NPSP" from Salesforce Help: Data Import Preparation

"Managing TDTM in NPSP" from Salesforce.org: TDTM Management

To ensure that the Donor Advised Fund (DAF) receives credit for donations, using Account Soft Credits is the best approach. Here’s how to set this up:

Navigate to NPSP Settings:

Go to Setup.

In the Quick Find box, type "NPSP Settings" and select it.

Configure Soft Credits:

In NPSP Settings, navigate to "Donations" -> "Soft Credits".

Ensure that soft credits are enabled for Accounts and Contacts.

Add Soft Credits on Opportunities:

When entering a donation, go to the Opportunity record.

Add a new soft credit for the DAF by selecting the appropriate Account (the financial institution housing the DAF).

Specify the role as "Donor Advised Fund" or similar.

Track and Report:

Use Opportunity reports to track soft credits and generate reports showing the contributions attributed to the DAF.

Using soft credits allows the organization to properly credit the DAF for donations without altering the primary donor records.

"Managing Soft Credits in NPSP" from Salesforce Help: Soft Credits

"Tracking Donor-Advised Funds" from Salesforce.org: Donor-Advised Funds