20210728 Toronto Salesforce Nonprofit User Group Meeting

1. WELCOME!
Toronto Nonprofit User Group
Summer ‘21 Release – things you may have missed!
Wednesday, July 28, 2021

2. AGENDA
9:00-9:10 Welcome & Introductions
9:10-9:30 Summer ‘21
– features for nonprofits you may have missed
Presenter, Louise Gilmour
9:30-9:40 - Beta feature & In-App Guidance
Presenter, Jennifer Aldridge
9:40-10:00 Discussion / Q&A

3. • 10 Years in the Salesforce Ecosystem supporting Nonprofits
• Certified Salesforce Administrator
• Toronto Nonprofit Group Leader
• 20 Years implementing, project managing and training
CRMs for Nonprofits
• 4 Years in Salesforce Ecosystem
• Salesforce Administrator and Nonprofit Cloud Consultant
• New Toronto Nonprofit Group Leader /jaldridgechabrol
/louise-gilmour-13606112b/
Toronto Nonprofit
Community Group Leaders

5. Welcome to the Community
Group Goals & Objectives
LEARN
Get help, answers, and
inspiration from your peers and
Community Leaders.
CONNECT
Meet Trailblazers like you and
discover opportunities from
mentorship to employment.
HAVE FUN
Enjoy a warm, welcoming
culture and make friends from
around the world.
GIVE BACK
Inspire and mentor the next
generation while building your
skills and reputation.

6. Housekeeping
 Please remain on mute, but feel free to use the raise hand feature if you need an immediate clarification or else
ask your question in the questions feature or in the chat to be addressed at the end
 Feel free to chat comments at any point
 We would love it if everyone that has a webcam to be on video, even if you are in your pajamas 
 If you are not able to turn on your video, please ensure your full name is displayed (use name on registration for
event)
 We will be providing lots of linked information. These slides will be made available in the group afterward

7. Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service
availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future
operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use
of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

9. NPSP Updates
• ‘Batch Entry’ = ‘Gift Entry’
• Enhanced Recurring Donations fields to NPSP Data
Import and Advanced Mapping
• Marketing Cloud for Nonprofits launch [$]

11. ‘Batch Entry’ = ‘Gift Entry’

12. Enhanced Recurring Donations
fields to NPSP Data Import and
Advanced Mapping
New Import Fields:
• DataImport__c.Elevate_Payment_Status__c
• DataImport__c.RecurringDonationImportStatus__c
• DataImport__c.RecurringDonationImported__c
• DataImport__c.Recurring_Donation_Amount__c
• DataImport__c.Recurring_Donation_Date_Established__c
• DataImport__c.Recurring_Donation_Day_of_Month__c
• DataImport__c.Recurring_Donation_Effective_Date__c
• DataImport__c.Recurring_Donation_Elevate_Recurring_I
D__c
• DataImport__c.Recurring_Donation_End_Date__c
• DataImport__c.Recurring_Donation_Installment_Frequency
__c
• DataImport__c.Recurring_Donation_Installment_Period__c
• DataImport__c.Recurring_Donation_Name__c
• DataImport__c.Recurring_Donation_Payment_Method__c
• DataImport__c.Recurring_Donation_Planned_Installments_
_c
• DataImport__c.Recurring_Donation_Recurring_Type__c
• DataImport__c.Recurring_Donation_Status_Reason__c
• DataImport__c.Recurring_Donation_Status__c
• DataImport__c.Payment_Elevate_Batch_ID__c

13. Marketing Cloud for Nonprofits
launch [$]

14. Salesforce updates useful for NFPs
• Pipeline Inspection
• Einstein Search
• Dashboards to PNG
• Add ‘Accounts’ / ‘Orgs’ as Campaign members

15. Pipeline Inspection

16. Einstein Search

17. Dashboards to PNG

18. ‘Accounts’ as Campaign members

20. Inline Editing in Reports:
Disclaimer

21. How:
1. Create a Case with Support to add the feature
2. Enable it:

24. New In-App Guidance features

26. Upcoming Events
 Dreamforce 2021: September 21-23
Register for updates at https://www.salesforce.com/dreamforce/

27. Q&A