What Nonprofit-Cloud-Consultant Questions and Answers feature?

To pull a report showing all students in the program and their primary parent/guardian with the parent/guardian's cell phone and email, the consultant should use the "Contacts with or without Relationships" custom report type:

Custom Report Type:

Create a custom report type for "Contacts with or without Relationships."

This report type allows you to include related records, such as relationships between students (Contacts) and their primary parent/guardian.

Include Relevant Fields:

In the report, include fields for the student (Contact Name), their primary parent/guardian (related Contact), and the parent/guardian's cell phone and email.

Use the Relationships object to link students to their primary parent/guardian.

Filters and Sorting:

Apply necessary filters to ensure only relevant records are included.

Sort and group the data as needed to provide a clear view of students and their primary parent/guardian information.

References:

Salesforce Help: Custom Report Types

Nonprofit Success Pack (NPSP) Documentation: Managing Relationships

Before converting from Legacy Recurring Donations to Enhanced Recurring Donations, nonprofits should consider several factors to ensure a smooth transition. Enhanced Recurring Donations offer improved functionality but may introduce compatibility issues with existing integrations. Additionally, once the switch is made, reverting to Legacy Recurring Donations is not supported, which means careful planning and testing are essential.

Steps:

Review all existing integrations to ensure compatibility with Enhanced Recurring Donations.

Conduct thorough testing in a sandbox environment to identify any potential issues.

Inform stakeholders that reverting to Legacy Recurring Donations is not supported once the switch is made.

Plan for a phased rollout and provide training to users on the new features and processes.

References:

CertGod Nonprofit Cloud Consultant Guide: Discusses considerations and steps for transitioning to Enhanced Recurring Donations​​.

Salesforce Nonprofit Success Pack (NPSP) Documentation: Details the features and limitations of Enhanced Recurring Donations.

When integrating an external email platform with Salesforce, it's important to consider storage implications and retention policies. Here are the steps to take into account these considerations:

Evaluate Storage Requirements:

Campaign Member records are used to track email interactions within Salesforce. These records typically consume less storage compared to creating a custom object for the same purpose.

Custom objects can lead to higher storage usage, especially if tracking detailed interaction data.

Retention Policies:

Understand the email platform's data retention policies. Some platforms allow you to specify how long subscriber activity data (such as opens, clicks, and unsubscribes) should be retained.

Configure the retention settings to align with your organization's data retention policies and compliance requirements.

Integration Setup:

Set up the integration to ensure that Campaign Members are created or updated with each email interaction.

Use the external email platform's API to push data into Salesforce, ensuring that Campaign Members are updated in real-time or through scheduled syncs.

Monitor and Optimize:

Regularly monitor storage usage in Salesforce and optimize data retention settings to balance between having sufficient historical data and managing storage costs.

References:

Salesforce Storage Usage Best Practices: Detailed best practices for managing storage in Salesforce. Salesforce Help.

Email Platform Integration Guides: Specific guides for integrating popular email platforms with Salesforce (e.g., Mailchimp, Pardot).