The next Salesforce release is always on its way, so let's get caught up. We'll do a quick tour of some of the coolest 2022 updates in UX, automation, and nonprofit products and call out those technical ones that are important to be tracking. We'll also touch on some Spring 23 treasures. *Required 289/3000 Category* Technology *Required Tags Add up to 20 keywords to increase discoverability by 30% Privacy

1. Procrastinator’s Guide
to 2022(3) Releases
Barbara Christensen
@BRCTweets

2. AGENDA
● Nonprofit Cloud
● Layouts/UX
● Analytics
● Breakouts, Raffle

3. Nonprofit Cloud in 2022
Release Schedule
Now on the same
schedule as Salesforce
releases!
Release Notes
Power of Hub
Salesforce.org Hub📢
Nonprofit Hub❔
#NonprofitHelp❔
Documentation
NPSP Docs
Volunteers Docs
PMM Docs
All others!
(tagged Nonprofit Cloud)
“New” Cloud
Curated solution
NPSP
PMM
Outbound Funds
Einstein for NPs
Acctg Subledger Starter
Data Integrity (NCOA, etc)
Editions & Pricing (in flux)

4. Einstein for Nonprofits
More info

5. Experience Cloud
More info
New Donor Components
● Donation History (hard credit)
● Giving Summary
● Recurring Donations

6. All Household Members Deceased
More info

7. Tributes on Gift Entry & Data Import
More info
● Update permissions on
NPSP Data Import
● Add Tribute section and
fields to your template(s)
● Check/create automation to
fire notification
● Enter/import tributes!

8. Create Recurring Gifts in Gift Entry
More info, Docs
Enhanced Recurring only
1
2
3

9. More Recurring Gift…gifts :)
Sustainer field
(Account, Contact)
More info
Status Automation
(NPSP Settings)
More info

10. Smaller (but great!) updates
Guidance Center
New modules for admins- setup & configure NPSP
Add your own, assign to users. Quick Look trail
Accessibility Updates
Assistive tech, keyboard-only compatibility: Getting
Started, Gift Entry, Contact Merge, Tabular
Relationship Viewer. More Info
Settings Security
Only admins can access NPSP Settings

11. Other Nonprofit Apps
PMM
● Mobile-enabled
● Attendance updates
● Add Sessions
wizard
● Capacity warnings
Elevate
● Paypal accepted
● Tributes
● Other amount
(min/max)
● Custom TY page
Data Lake for Nonprofits
● Central repository
● Combine with cloud
public data for analysis
● Wizard to push your
Salesforce data to AWS
● Built-in connectors
(Tableau, etc)
Release notes Release notes
More info

12. AGENDA
● Nonprofit Cloud
● Layouts/UX
● Analytics
● Breakouts, Raffle

13. Dynamic Forms
More info
● Put fields and sections from record detail anywhere on a Lightning Page
● Make fields and sections visible or not- user, record, permissions, form factor

14. More info
● Filtered related lists
● Put anywhere on page
● Pick fields & sort, unrelated to
Page Layout
● List need not be on the Related
tab…or do away with that tab
altogether!
Dynamic Related Lists

15. AGENDA
● Nonprofit Cloud
● Layouts/UX
● Analytics
● Breakouts, Raffle

16. Inline Editing on Reports
More info
Enable/Disable button

17. ●
Analytics Home (Beta)
More info
● Collections
● Favorites
● Easier
browse
● Create new
R&Ds
● Enable in
settings

18. AGENDA
● Nonprofit Cloud
● Layouts/UX
● Analytics
● Breakouts, Raffle