Nonprofit Success Pack (NPSP)
Elevate Recurring Gift management with NPSP
The Spring '21 release for NPSP also comes up with a new feature that allows you to access the Elevate Recurring Gift management from inside the Salesforce NPSP. You can now sign up for this feature and create new recurring donations from within the NPSP along with payment processing. This feature also provides the ability to edit existing recurring gifts, amounts, frequency, and card information from inside the NPSP for a seamless, integrated payment experience.
In this update, Salesforce is also adding the ACH payments in Gift entry. This will help you expand your payments in NPSP, save time, improve data consistency, and eliminate the need for multiple user logins by feeding the data into the Salesforce CRM and processing ACH payments within a single step
ACH payments in Gift Entry
Program Management Module (PMM)
Program Attendance Tracking
PMM now has the ability to capture the session attendance that eliminates the room for errors by defaulting and pre-filling most of the information. This feature also provides you with better reporting and insights on the programs and participants and speeds up the attendance tracking process for faster results. Along with the added Lightning Web Component (LWC) to Service Session Record, you can also customize the feature using the fieldset to add additional numeric and client related fields.
Case Management
Mobile Experience
The case management feature is now available for the Salesforce Mobile App users as well. Now you can manage your case data on the go with your smart phone. The Spring '21 release has made it easier for nonprofit users to work from anywhere.
Grants Management
Grants Management now has a new Application Form field that lets admins select the desired flow for using the funding program's application. This adds flexibility in managing the application flow and provides a tailored experience for applicants applying for different programs.
Distinct Applications for funding programs
