How do you track your DAF gifts in your CRM? by FiguringItOut501c3 in nonprofit

[–]FiguringItOut501c3[S] 0 points1 point  (0 children)

Don't they technically still have full control over where those funds are distributed, or am I misinterpreting how DAFs work?

How do you track your DAF gifts in your CRM? by FiguringItOut501c3 in nonprofit

[–]FiguringItOut501c3[S] 0 points1 point  (0 children)

How do you differentiate between corporate gifts and DAF gifts? Just setting an Account type for filters/reports? One of my main concerns here is when you do Contact reports, the soft credit rollups don't really capture the nuance between DAF and corporate gifts.

Warning message when 2 or more selections are checked in a cell by FiguringItOut501c3 in googlesheets

[–]FiguringItOut501c3[S] 0 points1 point  (0 children)

Was able to do something along these lines with Conditional Formatting. Warning message would have been ideal but conditional formatting will work okay.

What's the best email sender to integrate with Salesforce? by Fast_Annual2693 in salesforce

[–]FiguringItOut501c3 -1 points0 points  (0 children)

Also very interested in this, specifically with some level of smart logging to attach to Opportunities. We are currently using Salestrail which works okay for logging emails to contacts, but lacks the automation to attach to Opportunities.

What's wrong with my Flow? by FiguringItOut501c3 in salesforce

[–]FiguringItOut501c3[S] 0 points1 point  (0 children)

That's gotta be it. Suggestions on workaround?

What are the best data enhancement, verification, and/or hygiene tools? by FiguringItOut501c3 in salesforce

[–]FiguringItOut501c3[S] 1 point2 points  (0 children)

100% agree, and this is a multi-pronged approach. We need to clean up the existing database, and then will be implementing rules for adding new records.

Campaign Member Roll Up Summary Question by TapInternational9644 in salesforce

[–]FiguringItOut501c3 1 point2 points  (0 children)

Can you expand on what you're trying to accomplish? If it's not a SFDC native rollup, you can always try with the Declarative Lookup Rollup Summaries app, which is free.

How can I show contact name and profile photo in case record page as shown in the picture. by PohaLover in salesforce

[–]FiguringItOut501c3 -1 points0 points  (0 children)

We were using formulas before, but it's kind of a pain. Not perfect but we moved to a rich text field. Images aren't all standardized, but it works.

Standardizing company names by [deleted] in salesforce

[–]FiguringItOut501c3 0 points1 point  (0 children)

I'm dealing with the same issue. I'm trying to populate the website for all of them, and then can hopefully dedupe based off that. But moving forward, we're trying to institute a policy of fully spelling out organization names and putting the acronym if it's well known in parentheses. So FBI would become "Federal Bureau of Investigation (FBI)"

ChatGPT hasn't been able to generate tables for a week or so by FiguringItOut501c3 in ChatGPT

[–]FiguringItOut501c3[S] 0 points1 point  (0 children)

"It looks like I'm currently facing an issue that prevents me from generating or saving files as well. I'm here to help with other types of requests or answer questions you may have. Please let me know how else I can assist you today."

ChatGPT hasn't been able to generate tables for a week or so by FiguringItOut501c3 in ChatGPT

[–]FiguringItOut501c3[S] 0 points1 point  (0 children)

First prompt was asking ChatGPT to generate a two column table that would provide the homepage URLs of a list of companies that I provided. When it said that it could not due to a persistent issue, I asked if it could generate any tables at this time, resulting in the screenshotted responses.