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NPSP Batch Gift Entry

The NPSP Batch Gift Entry brand new tool which can be used to help users enter donations. It is completely different from batch data entry, which is sadly no longer available.  

Batch Gift Entry makes things quicker and easier  for users entering donations . 

Users can choose which fields they want to add, fields from the Opportunity and Payment objects. Can also capture defaults, e.g. donation stage.

Also update existing open donations and prevent duplicate donations from being created by users. 

Batch Gift Entry is well documented on power of hub. https://powerofus.force.com/articles/Resource/NPSP-BGE-Overview

 

Set up my domain, setting up visability to tabs, objects. Configuring field permissions, and users also need visability of two visual force pages. It is reccomended that this is done through a permission set. Even System Administrators need to be granted the permission set. 

  1. Go to the App Launcher and search for Batch Gift Entry.
NPSP Batch Gift Entry App Launcher

02. Click New Batch. The Batch Gift Entry Wizard will take you through several steps. 

Expected count of gifts and total batch amount are used if you know , how many gifts and the total value of the gifts expected. If you are certain the expected count of gifts and the total are correct, you can check the Require Expected Total Match checkbox. 

NPSP Batch Gift Entry- New Batch

03. Now you need to select the fields that you would like to enter, both on the opportunity and the payment object. As the donation involves creating both. 

04. Now we can specify if the fields are required and what the default value should be (if required) . E.g. Donation Stage, Donation Date. 

05. This is when the system is looking for existing open donations, it will match or suggest updating an existing donation- there is documentation on the behaviours of these matching rules. And select the fields that the rule should use as the criteria, e.g. Donation date, Donation Description etc. 

06. Here is the Batch Gift Entry page, select if the donation is an account or contact, any default fields are not-editable, The donation is then added into the batch. 

If there is an existing donation, the system will include a notification to “Review Donations” Users can click to review the donation and update the payment or alternatively create a new opportunity. Updating will not create a duplicate. 

Now we are ready to process the batch, upon clicking process batch you will see an important information notification confirmation page. The import wizard keeps you updated on the progress of the import. 

One the batch has been completed, you can see that the donation has been completed and the status has changed to imported. 

You can continue to add donations to the batch if required. 

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Salesforce Spring 19 Release

Spring… those lighter evenings, warmer weather… Unless like last year we had 12 foot snow drifts to contend with and a cold spell that kept coming back. Anyway Salesforce Spring 19 offers a little a ray of sunshine in an otherwise grey and dreary February.  So grab a cup of tea, some leftover christmas chocolates and read our  Spring 19 highlights.  

Lightning is here to stay

Salesforce have announced that Lightning is going to be activated on a rolling basis starting in Winter ‘20. You can opt out of it by contacting support, but we highly recommend getting on-board with Lightning, as the constantly growing feature-set is well worth the initial time investment to migrate. For any more information on making the leap to Lightning, please contact our Evolve team.

Enjoy expanded data storage

Salesforce have listened to their users and have increased data storage from 1GB to a whopping 10GB minimum plus the usual allocation for users! Orgs will begin to see the increase in March 2019! 

Additional Storage Release Notes

Pinned list views

Again Salesforce have listened to their users and FINALLY you can change the default list view – and even better, each User can select their own default and update it whenever they want with handy pins. Finally an end to searching for your favourite list view. 

https://releasenotes.docs.salesforce.com/en-us/spring19/release-notes/rn_lex_pinned_lists.htm

Add custom resources to the help menu

Garry Willis, Evolve Manager here  at Hyphen8 likes this feature  because it’s intuitive – Users instinctively go towards the help menu when they need it and for heavily customised orgs the standard menu isn’t always that helpful. The ability to add Custom Resources opens up some great options for self-help within an organisation.

Lightning reporting improvements

So many improvements,  I couldn’t pick just one! As someone who loves building reports in the new Lightning report builder and activated it immediately upon release, i’m excited to be able to make joined reports, resize columns, input conditional formatting and stack summary fields to make matrix reports easier on the eyes. Lightning Report Release Notes

Conditional highlighting for reporting

Looking for a way to help staff easily identify grants or donations that need immediate attention? Want to know at a glance which Organisations  have grants valued between £100,000 and £500,000? Apply conditional formatting to summary or matrix reports in Lightning Experience to lend colour to your reports and gather insights at the same time.  release Notes  Conditional Highlighting Release Notes

Email template folders

You and your team can now organise email templates into more folders than just Private and Public. Also, nesting folders makes it easier to organise and find email template. Email Template Folders Release Notes

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Salesforce Events Diary 2019

Event Stock Image

Salesforce and the Salesforce community offer some fantastic events throughout the year, here is my handy guide to make sure that you don’t miss out.

London's Calling Salesforce Logo

6 March 2019 London Calling

Europe’s largest community lead event for Salesforce professionals, I love this event, it optimizes what Salesforce is about. Whatever angle whether you are an admin, developer or consultant the day is ram packed for you. Early bird tickets are on sale now. To book your ticket, or to follow the event online check out their website. https://www.londonscalling.net

Salesforce World Tour Astro and Einstein on bikes to London

23 May 2019  Salesforce World Tour London

This is like a mini Dreamforce, the good and the greats from Salesforce descend on London for a one day super event. The event is free to attend, but make sure you register early to ensure a place. The expo event has more apps and partners than you thought existed. There are sessions for every type of Salesforce user from clients to developers, there is something for everyone!

27-28 September 2019 Surf Force - A Salesforce Community Event with a twist....

Surf Force is an annual life-changing networking event with 3 major parts:

  • Surfing together in the sea.
  •  A beach clean-up followed by logging the types of trash for worldwide research.
  •  Educational sessions with inspirational experts.

For Further Information, check out their website https://www.surfforce.co/ 

October - Date TBC Inspire East, Cambridge

  • 30+ sessions
  • Customer stories, admin and developer sessions
  • Hear about Lightning, Communities, Sales and Service Cloud
  • Take inspiration to improve your ROI of Salesforce
  • Boost your technology career
  • Get a taste of Dreamforce in Cambridge – hear about the highlights from the event.
Check Out their website for more information http://www.inspireeast.co.uk/ 

November Date TBC -Salesforce.Org Connected Non Profit, London 

Here is a little snapshot of what you will be able to enjoy on the day:

  • Be inspired to drive change in your organisation
  • Hear from industry experts on how to overcome the toughest challenges faced by nonprofits today
  • Leverage ideas and best practices to help you build better connections with your donors, beneficiaries, advocates, staff, and partners
  • Be empowered to innovate using social, mobile and cloud technologies to accelerate your impact
  • Network and learn from peers and our partner ecosystem how to elevate your solutions and transform your nonprofit into a truly Connected organisation
  • Have fun and make connections with the most innovative community in the nonprofit sector in the UK

Throughout the year- Salesforce User Groups

Salesforce user groups are the perfect place to meet like minded Salesforce individuals, most areas of the country have a user group close by. User groups often have a couple of talks about new features, upcoming releases etc and are strictly not for sales pitches. Networking in between and of course some food and beer to wash down the Salesforce Knowledge.

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Tips and Tricks for Admins Autumn 2018

These are the need to know tips and tricks for Salesforce. We will be bringing you more tips in the Spring.. Check out our latest blog posts to keep upto date with the latest Hyphen8 news hyphen8.com/blog

Become A Salesforce Trailblazer

Have you discovered Trailhead yet? Trailhead is Salesforce’s online learning platform. You can complete Modules to earn badges and points which can be displayed on LinkedIn etc. The more points and badges you earn, your profile changes.  Trailhead is a fantastic way to “learn” Salesforce. New Trailhead badges are added frequently so its perfect for keeping up to date with the latest Salesforce advancements. Trailmixes are a mix of modules compiled like a spotify playlist for you to work through. Reach out to us if you want to attempt one of our trails.  Start your Salesforce Learning Adventure Here. 
Trailhead is the ultimate online, free and fun way to learn Salesforce. 

Get Rid of Inactive Report and Dashboards

Are you fed up unwanted clutter in your organisations report folders? People always create a report, save it, run it and then forget all about it. Not only do unwanted reports use up valuable space, they also mean it can take a while to find the report you need.

1.  Navigate to Report Types:

  • Salesforce Classic: Setup | Create | Report Types.
  • Salesforce Lightning: Setup | Feature Settings | Analytics | Reports & Dashboards | Report Types

2. Create a report type with Reports as the primary Object and Dashboard Components as the child Object.  Name it “Reports WITH OR WITHOUT Dashboards.”

3.  Create a new report using this new report type.  Include the “Last Run” field.  Run the report.

4.  Sort on the Dashboard name (Title) column to separate the reports not attached to dashboards.  Finally, observe the last run date of the reports.  If the dashboard’s reports do not show a current last run date, then you can assume this dashboard has not been “refreshed.” Refresh triggers the report’s “last run.”

Turn on field history tracking for those important fields!

Field history tracking is a fantastic way to capture edits to your data.
Field  history tracking, allows you to track changes on up to 20 standard or custom fields on an object which can be viewed on a record’s History related list or through History reports. For each field, tracking logs the date and time of change, the user making the change, and old and new values.

Field history tracking is easy to turn on.

To enable field history tracking

  1. From Setup, click Object Manager and select The Object you need.
  2. Select Fields & Relationships, and click Set History Tracking.
  3. Select Enable “Object” History, then select the fields to track:
  4. Click Save.

Now you just need to add the history pane to the page layout.

  1. Find the object in the object manager.
  2. Click Page Layouts.
  3. Click on the appropriate Layout.
  4. In the palette, click Related Lists.
  5. From the palette, drag the  History related list onto the page layout and drop where you would like the list to display.
  6. Remember to click save!

Page layout highlighting the Related List option in the palette and the Account History section below.
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Lightning Object Specific Actions

Lightning Object Specific Actions are a great way to give users the power to do updates with easy configurable functionality; rather than having to build them using any code.  They are simple to set up and maintain. They are also easy to add to the List Views; with a couple of clicks. End users (who don’t also have access to anything like ‘Workbench’) may have regular updates they need to do on a weekly, monthly, quarterly basis, and doing exports, data manipulation and upserts would be too time consuming.  They can instead create a List View; and use the Mass Update button to select the records they need to update; add in the new value; click save and have all the records update instantly.

Object-specific actions let users create records that have automatic relationships to other records, make updates to specific records, and interact with records in ways that you define.

1.  From the management settings for the object for which you want to create an action, go to
Buttons, Links, and Actions.
2. Click New Action.
3. Select the type of action to create.
4. Customize the action.
• For a Create a Record action, select the type of object to create.
– If the object has more than one record type, select the one you want to use for records created through this action.
– If the object for which you’re creating the action has more than one relationship with the target object, select the field you want to populate when a record is created. If the two objects have a master-detail relationship, you can’t select which field to populate.
The master-detail Relationship field is selected by default, and you can’t change this setting.
• For a Custom Visualforce action, select the Visualforce page, and then specify the height of
the action window. The width is fixed.
• For a Lightning Component action, select the component called by the action.
• For a flow action, select the flow to render.
5. Enter a label for the action. Users see this label as the name of the action.

Tip: If you’re creating a Create a Record, Send Email, or Log a Call action, choose an option from the Standard Label Type list to have Salesforce generate the label. For the labels in this list that include “Record” and “Record Type”, Salesforce fills in the type of object or the record type the action creates. For example, if you choose the Create New “Record” standard label on a create contact action, the generated label is Create New Contact.

6. If necessary, change the name of the action.
This name is used in the API and managed packages. It must begin with a letter and use only alphanumeric characters and underscores, and it can’t end with an underscore or have two consecutive underscores. Unless you’re familiar with working with the API, we
suggest not editing this field.

7. Type a description for the action. The description appears on the detail page for the action and in the list on the Buttons, Links, and Actions page. The description isn’t visible to your users. If you’re creating several actions on the same object, we recommend using a detailed description, such as “Create Contact on Account using New Client record type.”

8. For a Create a Record or Log a Call action, select whether you want a feed item to be created when the action is completed.

9. For a Create a Record, Update a Record, or Log a Call action, you can add a custom success message that displays after the action
executes successfully.

10. Optionally, click Change Icon to select a different icon for the action. Custom images used for action icons must be less than 1 MB in size.

11. Click Save.
After you create a quick action, customize its layout, add predefined values, and then add the action to page layouts

Example

For Instance; you could have a checkbox on your Account Page to Activate the Account and you want to Mass Update based on list criteria

  1. Go to Setup – Object Manager – Object (e.g. Account)
  2. Navigate to Button,Links & Actions
  3. Click ‘New Action’
    • Action Type = Update a Record
    • Standard Label Type = If you choose one of these like Update [Record]; Salesforce will use this and the object to name the Action; for example, ‘Activate Account’.  If you don’t select this you can name the action yourself
    • Name = Underscored Name
    • Save

Setting Up a New Action on a object

4. Edit the Layout by clicking ‘Edit Layout’ button

  • Add in fields you need and save
Lightning Action Edit the Layout by clicking ‘Edit Layout’ button Add in fields you need and save

5.  Go to the Search Layouts – List View and add in the new button under ‘List View Actions in Lightning Experience’

Go to the Search Layouts - List View and add in the new button under ‘List View Actions in Lightning Experience’

6. Go to the Object tab and select your View; for example ‘Activate Accounts’ – (Display As ‘Table’)

7. The Action should now appear next to the buttons on the top right hand page

The Action should now appear next to the buttons on the top right hand page

8. Select the records you want to update and then click the Activate Account’ button.

Select the records you want to update and then click the Activate Account’ button.

9. Update the value in the relevant field and click ‘Save’

N.B

You can also use an existing Quick Update button.  Just click ‘Edit Layout’ below and then add in the required field/s:

You can also use an existing Quick Update button. Just click ‘Edit Layout’ below and then add in the required field/s:

The Salesforce Help Guide on Object Specific Actions can be found here https://help.salesforce.com/articleView?id=actions_overview_object_specific.htm&type=5

To read more blogs from our team at Hyphen8, Please check out our blog page https://hyphen8.com/blog/ 

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How to Prepare for A Salesforce Release

An Admins Top Tips for Preparing for the next release...

Don’t forget to check out our  Winter19 Release Highlights

Salesforce automatically updates your instance of the platform three times a year for free. The upgrade usually takes place out of hours. This means there is no need to download anything or spending time to work out when you can take the system offline to upgrade.

However, as the updates always include new features here are my top tips in preparing for the release.

Join in the conversation

The Salesforce success community is a hotbed of knowledge, ideas and people. Everyone wants to help, and the release readiness group offers a great insight into what will be coming in the next release. Be sure to ask any questions to these Salesforce Gurus. The release readiness group always has a handy spreadsheet with a breakdown of each feature, I find this perfect for adding my own notes to.   

The Salesforce Trailblazer Community is the perfect place to find out more about a release. 

 

Know when it’s coming

To be prepared you must know what is coming and when. Familiarise yourself with the Salesforce Trust Calendar which includes the release date.

Make sure you add key release dates into your diary. 

Know what is coming

You need to know what features are included in the release to know what steps you need to take. Your first port of call is the Salesforce Release Notes, these are in a handy searchable HTML format, which makes it really easy to find the release details for the features you utilize the most.

 

Trailhead

Since trailhead arrived in 2016 it has totally revolutionized the way we can train ourselves. Trailhead offers a badge in release readiness. With new badges being added all the time it is the place to get upto speed.
Check out the release preparation badge. https://trailhead.salesforce.com/en/trails/sf_release_prep

Trailhead Logo - Learn Salesforce, Fun, Interactive, Free.
Trailhead offers and free, fun and interactive way to learn Salesforce. 

 

Look out for any Auto Enabled Features

When reading the release notes pay attention to auto-enabled features. These features are automatically turned on with the release, so you want to prepare for them carefully. The easiest way to find them is by using the online version of the release notes, which has filters for features enabled for users, developers, and admins.

 

Inform Others

Make sure you prepare others in your organisation of the upcoming release. Do you have workaholics who may be online during the scheduled downtime? Make sure that you let them know, during the 5 minutes down time they will not be able to save any records. During my time as a system admin, I used chatter and would remind people a few days before and then on the morning of the upgrade.

Is there a change that is going to make their life easier with little impact to them? Make sure you communicate these updates to the team. Again, this is a perfect example where you can use Chatter for this.  

Test Out Features

As my mum always said you learn the most by doing, so make sure you get a hands-on experience by testing out any new features in a Sandbox preview. Salesforce provides a window for you to refresh your sandbox to the next release, this gives you a head start in checking out any new features.  

If Sandboxes are new to you, check out these Salesforce Sandbox Trailhead Modules. https://trailhead.salesforce.com/en/modules/alm_deployment/units/alm_sandbox

 

Watch Salesforce Release Readiness Live

If you have time make sure you check out the Salesforce Release Readiness live, the broadcast includes product managers providing roadmaps, demos and technical overviews. The dates for Release Readiness Live will be announced in the Release Readiness group in the success community.

 

Look out for Hyphen8 Release Highlights

 

Here at Hyphen8 we know you may not have time to study the release notes, so we will be posting what we think are the main highlights (and any actions you need to take) from the Next Release for Not for Profit organisations in subsequent blogs.  https://hyphen8.com/blog/

 

Enjoy the Enhancements

Salesforce is constantly evolving to enhance the platform, enjoy the latest enhancements. If something is a total bugbear of yours you can upvote suggestions in the ideas community which may be included in the next release.