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OK, here goes. Delving into NPC.

Random thoughts… Scared…

Outcome

What do I want to know:

  • What are the gotchas compared to NPSP?

  • What are the annoyances that make it not useable?

  • What do you have to build rather than get out of the box?

  • Anything good?

  • Any other good resources?

  • Where to start?

  • What Australian stuff can’t we do?

Features

What I need to look for

  • Donation Management

    • Households

    • Individuals

    • Corporates

  • Online Donations or Integration

  • Pay by Phone

  • Recurring Giving / Direct Debits

  • Events

  • Bequests

  • Matched Giving

  • HNWI

  • Tax Statements

  • Emailing or Integration

  • Community

Resources

Best Practices Guide

  • Thanks to Dar and the Commons team for putting this together.

Implementation Guide

Documentation

Trailhead

Getting Started

For this review I’m using a pre-configured trial org, but noting anything interesting.

Setup

  • Record Types

    • Business Account and Organization Business Account.

      • First we have to Australianise the spelling

      • Why both, that is confusing.

      • I think renaming them to Organisation Account and Business Account will be good.

        • Business Accounts only those who are there for running the business.

        • Donors are Organisation Accounts.

      • However the API Name for Organisation Account is Business_Account!?! AND the API Name for Business Account is Org_Business_Account.

        • I HAVE to swap them around.

    • Household Business Account

      • I get why they call it that - because it tracks the money of the Account, but I would like to call it Household Account.

  • Duplicate Rules

    • Set them up, even though we know Salesforce Duplicate Management is not appropriate for prime time and we need to buy a full package.

  • Data

    • Participant Roles

Data Model

Contacts and Accounts

I quite like the Relationship Model, it fits with my third normal form brain, and gets rid of some of the complexity there was in explaining things in NPSP. However, I hope it is easy enough to report on, and easy enough to view on the page, and create.

Extension Objects

Yep, I knew this was going to be an issue.

  • No simple fields on the Account to show Donation Value, to show an Indicator of the value of the Account to the organisation.

Tags

  • Yet another set of Tags. (There will probably be more of these Yet Another Salesforce Object - YASO… things in NPC).

    • Topics? Personal Tags? Old Tags? Why can’t they just work together and pick one?

    • And this goes back to old school ways of manually adding categories to records, rather than let the record speak for itself.

Interaction Summaries

  • Wow, if Interaction Summaries can make NOTES disappear, then that is good. But it is just another YASO thing.

Features

Data Pipelines

  • Is Data Pipelines really included in NPC? at no extra cost?

UI

Accounts

  • Of course you are going to need Salesforce Indicators to show

    • What type of Account this is

    • Are they a donor

Person Account

  • Indicators or Giving Summaries

    • What type of Account this is

    • Are they a donor

Contacts

Components

Giving Summary

  • is quite good.

  • But it needs some colour and Indicators!

  • WHY THE BIG BLANK SPACE?

Action Launcher.

  • Why is this a separate component than Activities?

    • Do not tell me that it’s different again on Cases?

    • And where are the buttons?

Header

  • Oh they really want you to have Images of your Contacts don’t they?

  • And if you turn off Image on the component, you don’t get the Account Icon even.

    • But the Account icon is a ridiculous oval shape.

  • No quick buttons on the fields (change record type, change owner, view hierarchy, multiple phone numbers) - why do they do this shit? Why do they remove features?

  • And then all other objects look different - DO NOT USE!

Trial Org

This is just going to a list of annoyances of how they have set up the trial org.

  • Oh no, it’s the new new new UI, so much newness to deal with at once.

    • This new UI is horrible! Tiny button font with round buttons!

Apps

  • Different Apps for different business functions - I prefer users to mix and match their own tabs rather than going into different apps.

  • Console apps - ugh. I set them up, but I don’t like using them.

  • Too many Lightning Pages!

Fundraising Operations

  • Why do they always put the most useless thing on the home page - Recently Viewed Gift Batches? It’s like saying the user who uses this is only doing manual data entry. Nope!

  • Very very very limited persona that this app is set up for.

    • No Party Relationship Groups

    • No Contacts

Accounts

  • They’ve got that silly 3 column Account View - I have never seen that work in real life, because people WANT to see the fields first, not the related lists.

  • List views not set up appropriately. Ugh, there is so much work to do to make these trials even moderately useful to a new client who has not ever seen Salesforce before.

  • I still need to add my standard fields of City State Country

Permissions

  • Duplicated Permission Sets with no reason as to why there are two.

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