QSS Updates and Enhancements – December 2023

Campaign Record Type and Page Layout Cleanup

Campaigns are a versatile object in Salesforce often used by many different departments/roles. We’ve revamped our Campaign page layouts and picklist values to make their use more streamlined depending on what they’re tracking. Whether you’re using Campaigns to manage events, Fundraising initiatives, or Marketing/Communications, you’ll find the display and default picklist values more relevant to that goal.

New Appeal Campaign Screenflow and URL Parameter Formula

Tracking the specific appeal that led to an online donation can generate valuable data that can be used to fine-tune your communication and fundraising strategy. We’ve made that easy with a New Appeal screenflow on Campaigns. Select the appeal channel (email, Facebook, Instagram, banner ad, etc.) and have a new Campaign record for that appeal instantly generated. It’ll be tucked away in the Campaign hierarchy with an auto-generated name that makes it easy to identify which appeal you’re looking at. We have a formula field generate the unique URL parameter to tack onto the end of your giving page link, which will ensure incoming gifts are attributed to that appeal.

New Object: Tributes

This new object goes beyond what Opportunity Contact Roles can do in terms of tracking in honor and in memorial gifts by allowing you to attach an unlimited number of tribute roles to a gift, connecting them to constituent records. The object also allows you to decide whether that information is best tracked at the Opportunity or Payment level. Entry of Tribute records can be facilitated with NPSP’s Gift Entry by adding mapped fields to your gift entry template(s).

New Account to Account Junction Object

We’ve created a new junction object that allows you to connect two Account records. Standard Salesforce functionality provides for connecting Account records in a hierarchy. Our new object lets you track a relationship between organizations that do not exist in a hierarchy. For example, you can now easily and elegantly track that two separate organizations partner on certain initiatives. Our new Account to Account junction object makes it easy to enter and view such affiliations between organizations in just a few clicks.