Salesforce Winter '18 Review for Nonprofits
This past October, Salesforce’s Winter ’18 was released to all Salesforce customers. As with every release, there are a ton of new features and functions, but we here at OneTenth have selected a handful of features we’re excited about for our nonprofit customers.
One platform change is the new “Send List Email” function. Now when retrieving a list of contacts, leads, or person accounts from a list view, the user can select “Send List Email” directly from the list view which will pop-up a box allowing you to draft and send an email. Content can be drafted on the fly with the ability to add merge fields, or a template can be selected. Individual emails (not a group email) will be sent to everyone on the list or individuals manually selected from the list.
Rather than creating a separate process for emailing out acknowledgments, year-end tax letters to donors, or thank you notes to volunteers, Salesforce has made it easy to select and generate these emails directly from list views. And as expected, anyone who is a recipient of an email will have an “activity” logged against their record. Users will have the ability to preview the final email before sending it out.
Further enhancements have been made to the two-way sync between Google Calendar and Salesforce. With so many nonprofits on Google’s G Suite applications, it was a no-brainer to tighten the relationship between the two, now allowing seamless sync of events with Google Calendar and a more “Google-like” interface within Salesforce itself.
The Notes feature in Salesforce continues to allow users to keep private notes on a record but rather than giving the all (everyone can see) or nothing (only I can see) approach to security, private notes now have the ability to be shared to selected users. This is ideal for major giving or planned giving scenarios, where sensitive information may be tracked for a donor, but only needs to be shared with a small team. Private notes allows for creating the right level of confidentiality without having to create additional security profiles or complex sharing rules.
Please note, all of the features above require the Lightning experience. If you’re not on it, find out how to transition.
While the features above apply to the broader Salesforce platform, the most notable enhancement to the Nonprofit Success Pack (NPSP) is the Batch Import. NPSP has always allowed for simple imports of data, but the Batch Import functionality allows for subsets of data to be imported with the appropriate settings, configurations, and matching rules specific to that campaign, event, or file. This is ideal for nonprofits with direct mail programs, those who receive lockbox files, or external files from other applications. Now recent features include the ability to…
- Associate a different group of settings to specific records
- Schedule batches in advance, so they can at off-hours
- Set up custom matching rules for accounts and contacts
- Add custom APEX code for any post-processing requirements your organization might have
Both the platform and NPSP enhancements in Winter ’18 demonstrate Salesforce’s commitment to providing best in class solutions, not only for smaller nonprofits, but also for medium to larger nonprofits with larger data volumes and more complete importing needs. We look forward to seeing what’s more to come in the Spring!
Wondering if Salesforce is the right fit for your nonprofit? Or are you looking to get more out of your existing Salesforce solution? Let OneTenth help! Check out our services and ask about our “Salesforce+NPSP Jumpstart” program! Let us help you get up and running on Salesforce +NPSP in a matter of weeks!