naxwines.blogg.se

Strike back series finale free download
Strike back series finale free download




strike back series finale free download

With this option, it gives you more clear visibility to see all appeals that you’ve made to a constituent or organization in one place in Salesforce. A better use of that information would be to migrate it as a campaign membership to a specific campaign into Salesforce, and treat it more like you would a typical appeal. “Sent Annual Newsletter 2015” would not be best practice to be migrated as an activity, though you can argue that some sort of interaction took place with that. For example, you will see a lot of actions that have no real notes, but are basically listings of something that was either ordered or sent to a group of constituents. One common issue I see with RE migration is that all actions don’t necessarily need to come over as a similar activity or task. Your traditional email actions would be an example of something that translates to tasks/activities in Salesforce RE Action Outliers

strike back series finale free download

For example, Bio Notes and NXT Summary information typically translates to Enhanced Notes in Salesforce, since those are more about information than an action/activity taking place. I’ve found this to be directly associated with the action types in Raiser’s Edge. One large undertaking that should take place with a migration from Raiser’s Edge to Salesforce is to designate and separate what actions should be tasks or notes. Notes - not necessarily related to something happening, but more so information you want tracked about a specific record (i.e.Tasks - tracking something that you’ve done or have yet to do can also be assigned to a specific user or a queue of users.The way I explain how this should be used is as follows:

strike back series finale free download

One stark difference in how NPSP tracks actions and notes is that they are tracked in 2 separate objects: Tasks (Activities) and (Enhanced) Notes.

strike back series finale free download

Because there are limitations to creating notes in other places in Raiser’s Edge, some organizations also use attributes to attach notes or information onto gifts, proposals (on the prospect tab), and various other places in Raiser’s Edge. In Raiser’s Edge, the Actions tab represents a place to track all activities and related interactions and notes about a constituent or organization. In this final installment, I will review and explain some key things to consider when migrating actions and notes from Blackbaud’s Raiser’s Edge (RE) to the Nonprofit Success Pack (NPSP). In the first installment, we covered how relationships translate from Raiser’s Edge to Salesforce, followed by How Raiser’s Edge Gifts Translate to Salesforce. I’m back for the last installment of my three-part series, inspired by my love of Star Wars and the wonderful three-part series on NPSP Customizable Roll-Ups from Hayley Tuller.






Strike back series finale free download