Posts Tagged ‘sfdc’

Three ways to improve data cleanliness for your donor database

Data cleanliness and data integrity.  Ah, such fun things to work on, right?  Kind of like spring cleaning, but for some reason all the more frustratingly painful.  Since spring is coming early here in North America, we thought it could be useful to share some new insights we’ve had on this topic of data cleanliness, especially for inbound data to Salesforce.

A few of us penguins worked through this last night and today as we’re gearing up for a new release of our Soapbox Engage products, and I thought I’d share some of the highlights of a good brainstorming session that could be useful for others thinking about matching rules.

Our discussions generally broke down into three main areas:

1) Matching scenarios to keep in mind

2) Matching rules

3) Data updating rules

Let’s dive in to our best practices…

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Record types in Salesforce’s Nonprofit Starter Pack

We’re doing a bit of work creating user-friendly and affordable engagement tools for non-profits.  Much of this work is connecting our Soapbox services to Salesforce’s Nonprofit Starter Pack (NPSP).  A goal in our integration is to make it as seamless as possible for organizations to use the NPSP out of the box with Soapbox.

One of the things we’ve documented are the record types utilized by the NPSP.  These record types are important, as we’re able to have our Soapbox service pass event registrations, petitions, donations, and more through Salesforce.  This seemed a little difficult for us to find, and we’ve been seeing some inconsistencies in the creation of record types in the NPSP (I think others have as well), so I thought we’d document what we’ve found.

Trialforce NPSP installation

Opportunity Object

  • Donation
  • Grant
  • Major Gift
  • Matching Donation
  • Membership

Account Object

  • Individual
Manually created install of NPSP

Opportunity Object

  • Donation
  • Grant
  • Major Gift
  • Membership

Account Object

  • Individual

Have others found similar differences between these NPSP installations?