Inspiration
Form Assembly is a tool lots of organizations haven’t heard of, but it is affordable for non-profits and cuts down on manual data entry and/or data imports. An organization I know uses Form Assembly to send out a custom form to donors each year, asking them to provide a mailing address for their donor sticker. The donor clicks the link for their own version of the form and just fills in their mailing address – Form Assembly updates the right Contact record in Salesforce immediately. The donor has a faster form and the organization has no manual data entry – they just run a Salesforce report and send out stickers!
Salesforce Releases
Check out this Salesforce Ben writeup of Flow Trigger Explorer. This looks like it will be a great tool, and exceptionally helpful for anyone inheriting an org with a lot of Flows. This same post highlights some other exciting Flow improvements.
NPSP Release Information
Winter ’22 highlights for Non Profits Release Notes are available. They include useful info on Multi-Factor Authentication, Flow, and Flow Orchestrator.
If you’d been getting error messages when using the Manage Household feature, that should be fixed by the latest NPSP release, 3.211.
Scary Emails from Salesforce
I didn’t get any scary emails from Salesforce since the last update! If you did, let me know and I’ll look into them.
Artisanal Data 