Intake Forms & Goals

Using Nonprofit Success Pack (NPSP) and Program Management Module (PMM), built custom objects to store intake form data and related goals for parents and students served by youth & family programming.

Also built supporting flows (e.g. updating the standard contact object based on data entered in the intake forms).

Then built useful reports and dashboards to visualize the data collected from intake forms (e.g. how many parents are concerned about unstable housing) and track KPIs (e.g. student goals by status and category).

Finally, provided recorded training videos to support staff adoption of new custom objects and reporting tools.

Optimized 3rd Party Giving

Within Nonprofit Success Pack (NPSP), customized Advanced Mapping to use NPSP Data Importer to enter 3rd party gifts from monthly Benevity reports, saving staff significant time during the gift entry process. Created a Data Import Wizard template that was customized to support the necessary fields.

Streamlined Acknowledgement Process

Within Nonprofit Success Pack (NPSP), developed screen flow automation that allows development staff to preview, edit, send donation acknowledgment emails directly from Salesforce.

When the gift is received, staff select an Acknowledgement Type (tax receipt, DAF non-tax receipt, foundation, stock) in a field that controls the email template. When staff are ready to send an acknowledgement email, they select a Quick Action button that launches a screen flow. Using a Flow Email Composer component, the screen flow allows staff to preview the email template (with merge fields for the name, amount, donation date, etc.), as well as make personalized edits before sending the email.

Once sent, the donation is automatically marked as acknowledged.

Developed Custom Profiles

Improved data security by developing custom user profiles, with appropriate but limited permissions using the principle of least privilege, for an organization already using Salesforce. Transitioned a majority of users from the System Administrator profile to a new custom profile, reserving the System Administrator profile for only 1-2 users.

Alphabetized Greetings

Within Nonprofit Success Pack (NPSP), used Declarative Lookup Rollup Summaries (DLRS) to create a greeting field that alphabetizes household members by first name for easier listing in annual reports, while also allowing for manual overrides when needed.

This included:

1. Custom Donor Recognition Name (text field for manual entry for exception cases)
2. Donor Recognition Alphabetical Name field (automatically populated by DLRS to concatenate all household member names alphabetically by first name within the household)
3. Donor Recognition Name (formula field automatically populated by the Donor Recognition Alphabetical Name field, unless the Custom Donor Recognition Name is populated)

Converting Workflow Rules to Flows

Using Nonprofit Success Pack (NPSP), manually converted Workflow Rules to Flows. These were Workflow Rules that could not be automatically migrated due to complexity that exceeded the capability of the Migrate to Flow tool.

For example, the purpose was to send an email alert with a request to complete a survey when the application status changed to Complete, as well as a reminder email alert 7 days later if the survey status was still Incomplete.