![NPSP Updates
• ‘Batch Entry’ = ‘Gift Entry’
• Enhanced Recurring Donations fields to NPSP Data
Import and Advanced Mapping
• Marketing Cloud for Nonprofits launch [$]](https://image.slidesharecdn.com/20210728slidesforposting-210730202106/85/20210728-user-group-meeting-slides-9-320.jpg)
![Marketing Cloud for Nonprofits
launch [$]](https://image.slidesharecdn.com/20210728slidesforposting-210730202106/85/20210728-user-group-meeting-slides-13-320.jpg)
20210728 user group meeting slides
- 1. WELCOME! Toronto Nonprofit User Group Summer ‘21 Release – things you may have missed! Wednesday, July 28, 2021
- 2. AGENDA 9:00-9:10 Welcome & Introductions 9:10-9:30 Summer ‘21 – features for nonprofits you may have missed Presenter, Louise Gilmour 9:30-9:40 - Beta feature & In-App Guidance Presenter, Jennifer Aldridge 9:40-10:00 Discussion / Q&A
- 3. • 10 Years in the Salesforce Ecosystem supporting Nonprofits • Certified Salesforce Administrator • Toronto Nonprofit Group Leader • 20 Years implementing, project managing and training CRMs for Nonprofits • 4 Years in Salesforce Ecosystem • Salesforce Administrator and Nonprofit Cloud Consultant • New Toronto Nonprofit Group Leader /jaldridgechabrol /louise-gilmour-13606112b/ Toronto Nonprofit Community Group Leaders
- 5. Welcome to the Community Group Goals & Objectives LEARN Get help, answers, and inspiration from your peers and Community Leaders. CONNECT Meet Trailblazers like you and discover opportunities from mentorship to employment. HAVE FUN Enjoy a warm, welcoming culture and make friends from around the world. GIVE BACK Inspire and mentor the next generation while building your skills and reputation.
- 6. Housekeeping Please remain on mute, but feel free to use the raise hand feature if you need an immediate clarification or else ask your question in the questions feature or in the chat to be addressed at the end Feel free to chat comments at any point We would love it if everyone that has a webcam to be on video, even if you are in your pajamas If you are not able to turn on your video, please ensure your full name is displayed (use name on registration for event) We will be providing lots of linked information. These slides will be made available in the group afterward
- 7. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 9. NPSP Updates • ‘Batch Entry’ = ‘Gift Entry’ • Enhanced Recurring Donations fields to NPSP Data Import and Advanced Mapping • Marketing Cloud for Nonprofits launch [$]
- 11. ‘Batch Entry’ = ‘Gift Entry’
- 12. Enhanced Recurring Donations fields to NPSP Data Import and Advanced Mapping New Import Fields: • DataImport__c.Elevate_Payment_Status__c • DataImport__c.RecurringDonationImportStatus__c • DataImport__c.RecurringDonationImported__c • DataImport__c.Recurring_Donation_Amount__c • DataImport__c.Recurring_Donation_Date_Established__c • DataImport__c.Recurring_Donation_Day_of_Month__c • DataImport__c.Recurring_Donation_Effective_Date__c • DataImport__c.Recurring_Donation_Elevate_Recurring_I D__c • DataImport__c.Recurring_Donation_End_Date__c • DataImport__c.Recurring_Donation_Installment_Frequency __c • DataImport__c.Recurring_Donation_Installment_Period__c • DataImport__c.Recurring_Donation_Name__c • DataImport__c.Recurring_Donation_Payment_Method__c • DataImport__c.Recurring_Donation_Planned_Installments_ _c • DataImport__c.Recurring_Donation_Recurring_Type__c • DataImport__c.Recurring_Donation_Status_Reason__c • DataImport__c.Recurring_Donation_Status__c • DataImport__c.Payment_Elevate_Batch_ID__c
- 13. Marketing Cloud for Nonprofits launch [$]
- 14. Salesforce updates useful for NFPs • Pipeline Inspection • Einstein Search • Dashboards to PNG • Add ‘Accounts’ / ‘Orgs’ as Campaign members
- 16. Einstein Search
- 18. ‘Accounts’ as Campaign members
- 20. Inline Editing in Reports: Disclaimer
- 21. How: 1. Create a Case with Support to add the feature 2. Enable it:
- 24. New In-App Guidance features
- 26. Upcoming Events Dreamforce 2021: September 21-23 Register for updates at https://www.salesforce.com/dreamforce/
- 27. Q&A