Salesforce Encryption Update: What You Need To Know

Salesforce has begun updating its security encryption standards, which potentially impacts any third party software that makes a real-time connection into Salesforce. Everything on the internet will be forced to be TLS1.1 compliant in 2018, but Salesforce has decided to go a year early. In order to ensure that your Salesforce will continue to work as smoothly and efficiently as always, we are recommending three actions: test your browser, update Outlook for Salesforce, and use third party compliant software. The full blog post lists the software that we have found compliant, and details our recommendations.

New Federal Poverty Guidelines Data Released, Free Salesforce App Updated

Updated for 2017 501Partners works with a lot of organizations that need to know if their program participants are above or below the Federal Poverty Line. We created the Federal Poverty Guidelines App for Salesforce as an extension of the Nonprofit Starter Pack 3’s Household Account model to help nonprofits keep track of this information without having to look up the information in the federal tables or manually compute a percentage.   The US Government has released its annual guidance on the federal poverty levels, and we’ve updated the Federal Poverty Guidance spreadsheet used in our app to reflect the 2017 guidance. If you installed our app in 2015 or 2016, please update your data to stay current with the latest government guidelines. To update, first delete the old data from custom settings: Go to Setup->Develop->Custom Settings Click on “Manage” next to “Federal Poverty Guidelines” Click “Delete” to clear out the prior year levels Then upload the new data into the same custom settings: Download the 2017 Federal Poverty Guidance spreadsheet and save it to your computer Go to dataloader.io and log in to production Salesforce Choose “New Task” Choose “Import” Choose “Insert” Find “FederalPovertyGuidelines” in the object list and click “Next” Upload the 2017 Federal Poverty Guidance spreadsheet that you downlaoded in step 1 All of the fields should auto-map, so click “Next” “Save and Run” and you’re done! The app is a quick-and-easy way for case managers, development professionals and administrators working with clients to calculate a household’s percentage of the Federal Poverty Guidelines. It’s our commitment to you to continue to update the app when new federal poverty guidelines are issued, and to support this app...

Salesforce Tip: Email Many Contacts at Once

Have you ever looked at a list of Salesforce contacts and wished you could email some of them without having to create a campaign or a special view?  Have you ever been frustrated that the NPSP’s Affiliated Contacts structure removes the one useful part of Salesforce emailing (the ability to find other contacts with the same Account)?  Do you often need to email all Contacts affiliated with an Account? One of the enduring mysteries of Salesforce is why it isn’t easier to email groups of people.  Salesforce is, after all, a constituent relationship management tool, and for good or ill email is still our go-to for communications.  The short version of the story is that Salesforce isn’t a mass mailer, which has to comply with anti-spam laws and deal with resource constraints. But there are lots of things you can do to email more easily from Salesforce, including some good old fashioned button hacking to make life easier. In this post, we’ll take you step-by-step through adding an “Email Selected Contacts” button to your Contact views, and adding the same button to your Affiliated Contacts related list if you’re using the Nonprofit Starter Pack (NPSP). This post owes a huge debt to a couple of Google Group posts with particular thanks to Jon LaRosa for providing the bulk of the JavaScript required.  We’ve made some little tweaks to send you directly to Salesforce’s emailer, and restrict the number of people you can email at any one time.  Important note: this button has a restriction of 50 contacts selected!  There’s a limit to how many characters you can send to the emailer...

Working with Federal Poverty Guidelines in Salesforce (part 2 of 2)

In Part 1, we focused on providing an overview of the Federal Poverty Guidelines package for Salesforce, and how to install and use it.  In this part, we’re going much more technical, including instructions on how to “DIY” a solution if you’re not using the NPSP3 with Households. This section is much more of a video tutorial, and below the videos are all of the components you’ll need to get started. Don’t worry – we’ll explain it all to you and we’ve saved you the trouble of typing it out. A technical overview of all of the pieces in the Federal Poverty Guideline package Length: 0:11:48 Audience: The curious admin or beginning admin who wants to know more about what they’ve just installed from Part 1, or what they might encounter if they venture into Setting Up Your Own (video below). How to set up your own from scratch Length: 0:53:47 (just under one hour) Audience: Anyone interested in learning how to set up custom settings, how custom settings can be used in formula fields, or how to approach a large, complex formula field; anyone who can add new fields in Salesforce who needs to create a Federal Poverty Guideline system in Salesforce, but not using the Nonprofit Starter Pack 3. What You’ll Need: The package that contains the custom setting and its fields only.  This is appropriate for any Nonprofit Salesforce installation, no matter what version of the NPSP you’re running (or if you’re not running the NPSP at all). PRODUCTION Salesforce instance. As usual we recommend installing into a sandbox first. SANDBOX Salesforce instance. The spreadsheet that contains the data...

Working with Federal Poverty Guidelines in Salesforce (part 1 of 2)

Many nonprofits, particularly human-services focused nonprofits, have to incorporate federal poverty guidance information into their program management and reporting.  This can be a bit of a pain to do, so we’ve put together a tiny Salesforce package to provide a helping hand! This requires the Nonprofit Starter Pack Version 3, using the Household Account Model.  The fields that we add are on the Account object, and we are assuming that a family unit is reflected in Salesforce as one data item in the Account record for the “household” and multiple contacts attached to that Account.  This will not work with the 1:1 or bucket model, but the videos in this series will show you how to build it yourself (stay tuned for part 2!).  Take a look at the overview video for full details. Nonprofit Starter Pack version 3 with the Household Account model: Salesforce Installation Package, which will add 3 new fields to your Account object, and will add a Custom Setting to contain the Federal Poverty guidance (available on the AppExchange) A spreadsheet (as a CSV) for upload to the Custom Settings, to populate the current guidance data. Download the CSV here: 2017FederalPovertyGuidance Note that you must download the spreadsheet and follow the post-install instructions to finish setup!   Video Tutorials: An Overview of what the package contains, and what it does Installation and Post-Installation instructions Advanced: A technical overview of all of the pieces (Part 2) Advanced: How to set up your own (Part 2)   Overview Installation and Setup   Installation Instructions: We highly recommend that you watch the installation video.  While we would love to provide support...