The Magic of Customizable Rollups in the Nonprofit Success Pack

This last year, Salesforce.org announced a critical new feature in the Nonprofit Success Pack (NPSP): Customizable Roll-ups. This powerful feature allows nonprofit admins to declaratively develop thoroughly custom summaries of their giving data that go far beyond the out-of-the-box static rollups or even user-defined rollups. However, there are issues to consider when choosing to implement Customizable Rollups, and a thorough understanding how they interact with hard and soft credits in NPSP is key to success. In this session, I’ll take the nonprofit admin from rollup novice to Customizable Rollup master, covering how to create, modify, and filter Custom Rollups for data zen. I’ll also explore some tricky but compelling use cases with clever solutions combining Customizable Rollups with formula fields to push the boundaries of the Nonprofit Success Pack and delight fundraising users.

Nonprofit
Location: Salon 8+9 Date: August 8, 2019 Time: 1:00 pm - 1:40 pm Hayley Tuller