*Updated with video link.
A greatly anticipated Nonprofit Success Pack (NPSP) feature has finally arrived and it’s everything we wanted it to be and more! The team at Salesforce.org has re-worked how donations and other relevant details roll up in NPSP to give you the additional insight you wanted, including (but not limited to):
- Giving summaries looking back three, four or five years.
- Total soft credits for fundraisers, excluding other types of soft credits.
- Campaigns related to a donor’s largest gift value.
You wanted to know even more about the donors you cultivate and steward, and now you can with customizable rollups.
There are so many great ways you can leverage this new feature. Here are a few of our favourites.
- Donor Streaks
When creating a new custom rollup, there are a variety of operations to choose from: smallest, largest, sum, count, last, best and now donor streak. This new feature allows you to see the total years of unbroken giving from a donor. This is hugely beneficial for being able to track lapsed donors easily and efficiently.This same feature can also be used for memberships. Using a streak operation and filtering for membership opportunity record type, you can identify the individuals in Salesforce with the longest commitment and unwavering support for your organization.
Often, the most valuable summaries are of data subsets. This might be as simple as filtering rollups by opportunity record type, but could be more complex like rollups filtered by one or more values in an opportunity picklist. With this new feature, you can create rollups with custom filters.One of the first uses for this feature that comes to mind is for organizations with varied soft credit roles. Filters allow you to summarize soft credits for specific roles. In an organization using three types of soft credits (fundraiser, household member and fund advisor), you can create three separate fields (Fundraiser SC, Household SC and Fund Advisor SC) and use filters to target the right summaries to each of these fields. With distinct summaries for each of these fields, you can easily drive workflows, visual icons and levels specific to the targeted soft credit type.
- Rollup Related Values
When we think rollups, we often think sums of quantities. The new roll-ups include the ability to capture related values in a field. A simple example would be to capture the date of the largest gift, but the possibilities are endless. A few examples from recent customer requirements include:
- Track the Campaign attributed to a donor’s largest contribution
- Identify the stage for a contact’s most recent open gift
- Roll up the “Honoree” field from the “Largest” gift made for more visibility on the record
- Roll up the Description from the last gift made to identify any related comments to that record
Customizable rollups work from the Opportunity and Payment objects, up to the Contact and Account level. For a demonstration on rollups, check out the NPSP How-To Series video here: Customizable Rollups Overview.
Drive Informed Decisions with Customized Rollups
These rollups are interesting data points, but the real role of this information is to drive action and informed decisions within your organization. The greater specificity you can introduce into rollups, the more targeted your communications can be. Rollups can support each organization to segment constituents using all the great information stored and managed in Salesforce. Each rollup field can drive:
- Level Assignment
- Workflow Rules
- Donor Segmentation
- Communication Journeys
One last consideration for you is the future roadmap for NPSP. Currently, this is a new feature that can be enabled and disabled and isn’t required for any relevant functionality that you leverage today. But as NPSP grows and evolves, I suspect we will see features that you will only be able to benefit from if you’ve enabled Customizable Rollups.
How to Get Started
Salesforce.org has created great documentation to help you enable the feature and build new rollups. There are three important documents:
As always – take these steps in a Sandbox first. Play around with the filters and roll-ups to see what gives your organization the most useful new insight before you move to Production.
Want to talk with the Traction team about how to put this new feature to work in your Salesforce instance? Join us at Dreamforce. Our team will be on hand and is always excited to help you find new ways to make the most of your Salesforce instance!
Written by Jessica Langelaan, VP of Nonprofit Solutions, Traction on Demand