Recipies

[JodieM]

We need to write some documentation on recipes to how to use Indicators in your Salesforce org. See DLRS Recipes for examples on how they set up their recipe pages.

There are some good ideas from regular NPSP fields
Some recipes will need to have a custom field created also - eg HasGifts__c which is npo02__NumberOfClosedOpps__c > 0
Use the language of the NPSP when creating NPSP recipes (eg Gifts, not Donations).

[JodieM]

Have a sample script on each Recipe to "install this in your org" using the SFDX CLI

[JodieM]

Suggested Recipes

Account

Contact

• Is in Campaigns (DLRS)
• Is in Event Campaigns (DLRS based on Campaign Type is Event)
• No. of Events Attended
• Range of No. of Events Attended

Examples for any Object

• Record Type (NOTE only Record Type ID can be returned via CMDT and we don't want to be hard coding IDs into CMDT so create a Formula Field to display the API Name and use Contains Text based on that).
• Multiple MSP selections chosen? (Contains Text ";") - I don't think that will work actually

Notes

• Where DLRS is mentioned it can be NPSP Rollups also

[JodieM]

Recipes have been started, but let's continue with more ideas!