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Hi Experts, 

 

  • We have a requirement to set up the NPC Grants Management Portal in an org that is already using the NPSP managed package.
  • I’d like to understand the limitations, compatibility considerations, and best practices for configuring NPC Grants Management alongside NPSP.

 Could anyone please guide me on this? I’m looking to gain better clarity on the setup and potential challenges.  

 

@Nonprofit Hub@Salesforce.org System Administrators @Nonprofit Cloud

3 answers
  1. Today, 10:33 AM

    You're not going to like this answer @Manjula Rajaram - don't do it. lol

     

    Unless things have changed dramatically, which I doubt, the official advice is to NOT have NPSP and Nonprofit Cloud running in the same org. [Anyone else 

    @Nonprofit Cloud for Grantmaking @Nonprofit Cloud

     please check me on that if that's not true anymore.]  

     

    Because grantmaking requires nonprofit cloud (and all the nonprofit cloud and industry common components that come with it), the person account model conflicts with the household model (and households are managed completely differently in nonprofit cloud too). If you plan on never using person accounts or turning on any of the other features that use person accounts and party model group, maybe. But why get nonprofit cloud then?  

     

    Can we first backup and explore WHY you want to implement grantmaking, especially alongside NPSP? Is this a passthrough funder, a research thinktank that gives subgrants, a community foundation, etc.? Do teams have a reporting requirement to their funders of how their subgrantees' funding is being used? What are y'all currently using for tracking outbound grant applications and awards?  

      

    If you're looking for a simple way to track outbound grant giving, I would recommend outbound funds or do a very thorough needs evaluation to get a new NPC grantmaking org and then plan out a roadmap to also move all of your NPSP stuff over someday IF they have to be in the same org. 

     

    @Judi Sohn - I think this would def be a good topic for the OSC Best Practices team (which I'm happy to take lead on developing). cc: @Tobias Ward

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2 answers
  1. Divya Chauhan (Kcloud Technologies) Forum Ambassador
    Today, 10:32 AM

    Hello @Sham K

    1. Ensure your org fiscal year settings (Setup> Company Information>Fiscal Year) match your expected quarter dates. A custom fiscal year can shift quarter boundaries.
    2. Verify the filter is set to This Fiscal Quarter, and not accidentally modified. Check for additional filters limiting results.
    3. Confirm records exist for the current fiscal quarter. Run a report with a broader date range to test.
    4. Ensure the date field used in the filter aligns with your report's purpose.

    Check if user time zone settings or report viewer permissions affect data visibility..

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Whether you participated in Slack Skills, Slack Certified Admin or Slack Certified Developer, what were some key takeaways from the course that you're now implementing in your work within Slack?

9 answers
  1. Today, 10:30 AM

     Successfully passed the Slack-Administrator exam with the help of PassCertHub! Their trusted and up-to-date practice materials made all the difference. 

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To fix all the Outlook PST file errors has now become easy as there are various methods available in the internet. The only thing is to select the best PST recovery method to recover the data from corrupt PST file. If you the old user then it’s easy to find the excellent tips over the internet but if you are the new one then visit here: Easy solution of PST Recovery to know the most popular methods to repairs the corrupt PST file.

 
9 answers
  1. Today, 10:30 AM

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Hey everyone!

 

I just completed and passed my SFDC Admin Cert Exam (woot woot!) and have a few questions on next steps.

 

1. I tried viewing my certifications on trailblazer and don't see the certifications yet. I"m guessing it takes some time to update, seeing as I just passed it an hour ago. Does anyone know how long this takeS?

 

2. Will I receive any follow up communication from salesforce now that I am an admin? (Detailed Test Results, Certification Info, Any information verifying me passing?)

 

3. How do people typically share this on LinkedIn? Is there a unique license number I should add to my profile? Badge?

 

4. Any information you feel would be valuable, or actions you took after passing your exam would be helpful.

 

Thanks!

4 answers
  1. Sep 25, 2023, 6:37 PM

    Hi @Zach Hubert-Allen First of all, CONGRATS!! Well done!

     

    To answer your questions:

    1. For the cert to be visible on your trailblazer profile, you need to do some adjustments in the webassesor account. Go to https://www.webassessor.com/salesforce > login > edit profile >  Verification Opt-In:  Yes 
    2. You should receive a email from Salesforce that confirms the exam and % score for the parts of the exam, with a link to download the Admin icon.
    3. You will get the cert ID in the email as well, you can share it as a post on linkedin and set it on your profile as a certification.
    4. You should enjoy your achievement! But also continue on your learning path and look at other paths especially since your knowledge now is very fresh and there is a lot of overlap on exams!
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How field dependencies work in Smart Lists? I have all options available but after I click the one that is not dependent I have an error. Is it possible to display only correct picklist values?

10 answers
  1. Today, 10:16 AM

    @Izabela Górska

     

    Not all fields on records in a list view or multiline layout view can be inline edited. 

    There are few restrictions when it comes to inline editing for dependency picklists. 

     

    Please refer to the below article and thread -  

    Article  -  

    https://help.salesforce.com/s/articleView?id=sf.customviews_edit_inline_listview_lex_considerations.htm&type=5

     

     

    Thread -  

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000J83s90AB

     

     

    Regards 

    Sravani

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I am working on the Agentforce for Service Superbadge and I have been trying to upload the PDF since yesterday and it will not upload the file. I saw the Slack post that there was a bug so I waited until I saw the bug was fixed (though no one shared what the bug experienced was in the channel), created a new playground this morning and started it all over again and I am still getting an error when I try to upload the CC User Agreement PDF to the agent library. Anyone have any suggestions?  

  

Agentforce for Service Superbadge

 

 

 

#Trailhead Challenges

5 answers
  1. Jun 23, 2:48 PM

    HI @Nicki Perrin

     

    We sincerely apologise for the inconvenience caused. 

    I'm from trailhead help team. There is an ongoing issue with the Superbadge, This should be resolved soon and I will keep you posted as soon as it's fixed from our end.

     

    Thank you for your understanding and continued patience!

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4 answers
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I followed the steps to adjust the flows and the answer was "It looks like the Unified Link 2 Flow element does not have the correct settings for the second filter." I checked the filter and they look correct. Any experience with this? 

Enhance Agentforce to Act on Data with Conversational Language verification show error for Unified Link2 Filter

 

#Trailhead Challenges  #Flow

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Trying to access the Create Check-in Guest Event 

flow and am receiving the error attached (Error ID: 736080051). Any advice is welcome.  

 

#Trailhead Challenges

7 answers
  1. Today, 10:14 AM

    Alternatively, if I wanted to restart from scratch on a new Developer Playground to finish the "Get Hands On with Agentforce" trail, can you please advise which trails I would have to finish in which order so I can finally finish the "Connect Data Cloud to Agentforce and Prompt Builder"

    trail? This is robbing me of immense time and is being super frustrating.  

    Thanks so much!! 

    Lisa

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