- From Setup, click Object Manager and select Account.
- Select Fields & Relationships, and click Set History Tracking.
- Select Enable Account History, then select these two fields to track: Has Support Plan. Support Plan Expiration Date.
- Click Save.
What can you track in the Salesforce nonprofit NPSP?
For instance, affiliations, relationships, engagement plan templates, and recurring donations can all be tracked in their own specific Salesforce objects. Your nonprofit can use each of these different features built into the Salesforce NPSP to organize the data you collect about each of your funding sources.
What is NPSP in Salesforce CRM?
NPSP is essentially a group of customizations to the base Salesforce platform. Accounts, contacts, and opportunities are still the major building blocks, but in nonprofit CRM, we care about managing constituent data and optimizing fundraising and program activities.
How do I send and receive emails from Salesforce and NPSP?
You can also create and send email directly from Salesforce and NPSP. The Activity Panel on a record and the Global Actions menu are the options you’ll probably use most. To send an emails from the Activity Panel of a record:
How does Salesforce Track Field history?
Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list.
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How do I track fields in Salesforce?
From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...
How do I create a field history tracking report in Salesforce?
Enabling field history tracking For standard objects (e.g. Lead, Account, Contact, etc), click "Set History Tracking" when viewing Fields & Relationships for a given object in Object Manager. On the next screen select "Enable {ObjectName} History" and then select the field you want to track.
Can we track standard fields in Salesforce?
Salesforce allows you to track up to 20 fields per object (both standard or custom objects). By enabling Field History Tracking, you will see who made the change, the date it was updated, and the previous value of the field. This feature helps you with a useful audit trail for reviewing or troubleshooting past changes.
How do I enable field history tracking?
Step 1 :- Go to custom object Samples. In this example we are going to enable field history tracking for the object samples. Open Sample object definition page and click on edit button. Enable Track Field history for the object Samples.
What is field history tracking?
What is Field History Tracking? Salesforce field history tracking is a method that can be used to track changes associated with each specific field. It can be used for both standard objects as well as custom objects that are specific to your company. For a particular field, the process is straightforward.
How does Salesforce track historical data?
From Setup, enter Historical Trending in the Quick Find box, then select Historical Trending. Select the object that you want to do historical trend reporting on. You can select Opportunities, Cases, Forecasting Items, and up to 3 custom objects. Select Enable Historical Trending.
How do I track more than 20 fields in Salesforce?
Step 1: Add a new custom field. Create a new Text (255) field “Track UIPD” (Or give any other name of your choice. Step 3: Enable Field History tracking for this combined field “Track UIPD”. There is an app on the App Exchange to Track the Audit Changes.
How many fields can we track in Salesforce?
With Field Audit Trail, you can track up to 60 fields per object. Field history tracking also does not count against your organization's paid data storage limits and you can track only 20 fields per object.
How do I enable feed tracking in Salesforce?
Let's enable feed tracking for the contact object and add some additional fields to track.From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.From the list of objects, select Contact (1).Select Enable Feed Tracking (2).Select up to 20 fields (3).Click Save.
What is NPSP in Salesforce?
NPSP is the primary Salesforce app for organizing, managing, and working with nonprofit data.
What is the people tab in Salesforce?
In Salesforce, an object is like the spreadsheet tab, fields are like columns, and records are like rows.
What is an app?
Apps are the main touchpoints for your data, and no matter your organization’s mission, you undoubtedly work with a lot of data—about people, community events, physical resources and inventories, partner organizations, funding sources, political boundaries or voting districts, and more.
How is Salesforce data organized?
In Salesforce, data is organized primarily by objects, fields, and records. They each contain a different type of data but are closely related and intersect with each other. Let’s use a spreadsheet as an analogy for thinking about objects, fields, and records, and how they all work together in Salesforce. Let’s say you want to keep track of all ...
What is an organization account?
Organization accounts are for representing anything that’s not an individual household, including other nonprofit agencies , government institutions, foundations, corporate donors, volunteer groups, and businesses (and you’ll also learn how to create them when you learn how to create household accounts).
What is contact object in Salesforce?
The contact object is for keeping track of data associated with individuals: clients, volunteers, donors, members, staff, and anyone else. One person = one contact record.
What are the two types of accounts in NPSP?
There are two types of accounts in NPSP: household and organization. Household accounts are for, yep, you guessed it, households.
What is Salesforce Success Pack?
The Nonprofit Success Pack uses the standard Salesforce objects specifically to organize nonprofit data: Accounts are used to organize records about supporters' households, companies, and other sources of funding. Contacts track data about individual stakeholders such as donors, volunteers, members, etc.
What are the tabs on Salesforce?
Standard objects that are a part of Salesforce include accounts, contacts, leads, and opportunities. You can also create custom objects to track specific priorities. Fields: Every object has fields attached to it.
How to build a fundraising system?
1. Build out your fundraising system with a solution whose data model works well with the NPSP. The first step to building out your fundraising system is to make sure the fundraising software you choose will work together with Salesforce and the Salesforce Nonprofit Success Pack.
What is Salesforce CRM?
Salesforce is a powerful constituent relationship management (CRM) solution. There’s a reason it’s one of the most commonly used for organizations of all types: it’s completely customizable. For-profits can use it to track sales leads, clients, and marketing initiatives. Meanwhile, nonprofits can use this donor management solution ...
Is Salesforce a versatile tool?
Salesforce is incredibly versatile. You can use it for all sorts of activities and functions. If you’re unsure about how to configure your solution to fit all of your needs, or simply want to ensure you’ve gotten the most out of it , you can always talk to a consultant.
What is NPSP in Salesforce?
Nonprofit Success Pack (NPSP) uses the standard objects in Salesforce: Contacts and Leads track individuals, Accounts represent the organizations those individuals belong to, and Opportunities represent in-progress and closed revenue. NPSP also adds other objects, special fields, and more to adapt the system to the nonprofit context.
What is NPSP data model?
NPSP adds custom objects to record the data your team needs. This data model has become the industry standard, in part because it’s been built for the nonprofit community with the nonprofit community’s involvement and feedback. Let’s check out some of the NPSP-specific objects and their uses. Object. Use.
What is NPSP in nonprofits?
NPSP’s combination of standard and nonprofit-specific elements gives you everything you need to track the different types of revenue and relationships your organization relies on.
What is NPSP account?
NPSP adds the ability to create two types of accounts: Households and Organizations. Household accounts are used to track donors, clients, or other constituents at the same mailing address, such as spouses or a family.
What is a payment in a pledge?
Payment. Records payments toward a closed opportunity, such as gifts made as part of a pledge. In that case, the pledge would be recorded in an opportunity record, while each gift toward that commitment would be recorded as a payment.
Is Salesforce a CRM?
You probably know that Salesforce began as a tool for business-to-business sales and is now the world’s #1 CRM, or customer relationship management platform. But in the nonprofit context, we switch out the C in CRM to make it a constituent relationship management tool.
Can you record a donation?
You can record each step of a donation, from prospective, to pledged, to closed, to received. Opportunities could include financial contributions from an individual, grants from an institution, contracts from a government institution, in-kind gifts from a company, or sales of merchandise related to your organization.
Use the Activity Timeline to Keep Up-To-Date
On the right side of a contact, account, or opportunity record, you'll find a fundraiser's best friend: the Activity Timeline.
Find the Activities that Matter Most
If you’ve been working with a donor (either a contact or household record) or on a specific solicitation (an opportunity record) for any length of time, you probably have a mix of activities in the Activity Timeline. How do you quickly find the details you’re looking for?
View and Update Your Task Lists
Remember that when you start an engagement plan, it automatically creates and assigns a series of tasks to you and your team members.
Manage Your Events from Your Calendar
Like tasks, your calendar in NPSP has its own tab, allowing you to get to your schedule quickly. If you don’t see the tab, you can find and select Calendar from the App Launcher ( ).
See Your Data as Events on a Calendar
A handy way to use a calendar in Salesforce is to view your data as events on a calendar. For example, Aniyah wants a calendar to view upcoming solicitation (opportunity record) due dates for her whole team.
Send and Record Emails
Email is one of the primary ways nonprofits communicate with constituents — but important details or information can get lost in an individual's inbox. Recording emails in your CRM allows access to anyone who needs to follow donor communications.
NPSP Has What You Need!
So we just learned that NPSP has some powerful out-of-the-box reporting functionality.
On Not Reinventing the Wheel
When Anthony needs to answer some questions using data, his instinct is to first look for existing reports before doing anything else—and that’s a wise move. As we learned earlier, Nonprofit Success Pack (NPSP) comes with more than 60 fundraising and constituent reports.
Report Components
These are the building blocks of all reports so it’s critical to understand how they shape your data before you get to the business of creating reports.
Create a New Table Report (Tabular Report)
The grocery stores that partner with NMH have recently gone above and beyond their standard donations and have contributed additional resources to the food pantry during a period of unexpected need, and Anthony wants to send personal thank-you notes for their support.
Create a New Report Grouped by Rows and Columns (Matrix Report)
Anthony knows his way around reports so well now that he already knows he can find this data for Gordon. He’s going to create a new report grouped by rows and columns (a matrix report), because it’s the best report type for an overview of a data set, just like the one Gordon needs.
Learning Objectives
Everything Depends on The Data Structure
- Now that Michael has completed the critical task of logging in to Nonprofit Success Pack (NPSP) for the very first time, he needs to understand the underlying data structure before going any further—and so do you. The data structure determines how your data is stored and organized in NPSP. Being familiar with the data structure will help you understand how to use Salesforce an…
There’S An App For That
- If you use a smartphone or a tablet, you probably already have a pretty good idea of what an app is. Apps are made for specific uses and independent from one another even when they’re installed on a single device—you don’t play games on the same app you use to check your bank account (or at least you shouldn’t). Apps are also the primary way you interact with the Salesforce platform. …
Objects, Fields, and Records
- Apps are the main touchpoints for your data, and no matter your organization’s mission, you undoubtedly work with a lot of data—about people, community events, physical resources and inventories, partner organizations, funding sources, political boundaries or voting districts, and more. Once you learn the fundamental principles that govern how data is organized, you can app…
The Key Objects
- There are several important objects you’ll use a lot as a nonprofit: accounts, contacts, opportunities, campaigns, cases, and (possibly) leads. Each one is designed to store and organize a specific type of data but they’re all related in the real world and in Salesforce. This is how nonprofits typically use these objects to track and organize data: To get a sense of how all of th…
Close Ties Between Contacts and Accounts
- Although most objects can be connected to one another in Salesforce, contacts and accounts have an especially close relationship. The contact object is for keeping track of data associated with individuals: clients, volunteers, donors, members, staff, and anyone else. One person = one contact record. Every contact record in NPSP must also be connected to an account record. Th…
Standard vs. Custom Everything
- Well, not everything. Just apps, objects, and fields are either standard or custom. Standard versions are the same across every Salesforce org and can be modified in some ways, but you can also create brand new custom apps, objects, and fields that are totally unique to your organization. NMH, for example, has a custom Market & Pantry app to help them manage their f…
Resources
- Salesforce.org Community Glossary: Salesforce.org NPSP Glossary - Public (Google Sheets)
- Salesforce Help: What’s the Difference Between Standard and Custom Objects?
- Salesforce Help: Glossary
- Trailhead: Understand Custom & Standard Objects