Nonprofit Salesforce How-To Series

Welcome to the Nonprofit Salesforce How-To Series repository!

Here we will be tracking the work of the Open Source Commons project, which creates short, digestible NPSP How-To videos from NPSP documentation. This project is community led with the help, support, and encouragement of our allies at Salesforce.org. Watch this space for ways you can help!

Volunteer and join the discussion on the Trailblazer Community

NPSP How-To Video Youtube Channel

Starting in 2021, we will begin managing our open projects here in github. Head to the Projects tab to see what's in the works! Please excuse our dust-- volunteers to add to documentation & processes welcome!

Check out our Wiki for instructions, sample scripts, and more!

How You Can Help (At sprints or anytime!)

Write, edit and review scripts

View the scripts in our current backlog here. Note! You don't have to be an expert on the topic to contribute; you will be following documentation. But you probably will be an expert by the time you are done!

Translate exisiting NPSP Videography Scripts

• Spanish
• French
• German
• Japanese
• Dutch
• Hebrew

Help identify missing videos

Process TBD at Feb 2022 mini-sprint.

Record Narration on Videos

Here are some of the videos that will soon need narration. Anyone with a decent internet connection, a headset with a good mic, and a confortable speaking voice can volunteer. We usually record some scripts at every sprint.

We are very active between sprints!

Review the tasks you can help with above, and here are the projects in progress that need your help!

• Write and/or finalize the last of the scripts for the Gift Entry feature
• Have a piece of documentation you wish were more accessible: Make your passion project video happen!
• Review the existing videos for updates and changes (this is a great project for someone with less time)
• Put your voice in shining lights! Record narration for existing videos in progress (Headset required)
• Join our translation team!

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January 2023 London Sprint

• Contributers: Yvonne Small, Louise Lockie, Gin Matharu, Deepthi Kudrathayan, Anvi Patel, Dan Kingsley & Keith Finley

• Team Leader: Emma Keeling

• We reviewed one of the tickets for Configuring Payments and this was split into 3 videos

• We wrote 7 scripts (with a few still being finalised!), Peer reviewed 6 scripts, Re-wrote 1 script (Batch Gift Entry - Big thanks to Dan Kingsley who gave his time from another team to assist)

• We created a group of keen sprinters, 4 of whom have joined the slack script writer channel and may potentially join future mini sprints

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May 2022 Sprint

• Contributers: Karen Sabog, Melanie Greene, CJ Wilkerson, Akash Mishra, Sowmya Bhat, Marc Baizman, Akash Mishra, Melissa Hill Dees, Ruby Menon, Clair Lam, Heath Parks, TJ Warfield

• Team Leaders: Bill Florio, Rebecca Tasetano, Emma Keeling

• Melanie reviewed the script for Consent Management for Nonprofit Success Pack

• Karen Sabog reviewed the script PMM: Work with Services – Part 1 #138, reviewed the script Advanced Mapping... #81

• Sowmya Bhat - Reviewed and edited the script PMM: Work with Services – Part 2 #149 - and reviewed configure batch numbers #139

• CJ’s reviewing two Gift Entry drafts #73 and #74

• Akash peer reviewed '5 Steps to getting the most from the Salesforce release' #41

• Emma reviewed the re-review of Account Soft credits #60 - potential for move of video and new video

• TJ reviewed and updated Advanced Mapping #81

October 2021 Sprint

• Contributers: CJ Wilkerson, Emma Keeling, Ruby Menon, Sue Pippel, John Sim, Erika Walcott, Spencer
• Git Hub Scribe: Rebecca Tasetano
• Team Leaders: Bill Florio, Rebecca Tasetano, Eric Steeves

Script audio recorded:

• Install PMM
• Report Workbook Overview

Scripts Written:

• Gift Entry: Configure Gift Entry (Moved to Peer Review)
• PMM: Setting up Programs, Services, and Cohorts
• Gift Entry for Single Gifts
• Gift Entry: Create and Edit Gift Entry Templates

September 2021 Mini-Sprint Recap

• Contributors:

• Scripts written/reviewed

• Audio recorded

• Special projects

June 2021 Sprint

• See what we worked on here
• Contributors: Melanie Tolomeo, Doug Contaoi, Marc Baizman, Cori O'Brien, CJ Wilkerson
• Github Scribe: Charise Van Liew
• Team Leaders: Bill Florio, Charise Van Liew

What we accomplished: *

February 2021 Sprint Recap

• Team Leaders: Barbara Christensen @BRCTweets, Bill Florio @billflorio, Charise Van Liew @charisevl
• GitHub Scribe: Barbara Christensen
• Contributors: Melanie Tolomeo, Jon Sayer, Doug Contaoi, Cori O'Brien, Daniel Gorton, Skye Tyler, Amanda Styles

Script audio recorded:

• Verifying Addresses
• Working with Opportunity Salesforce Processes
• Account Soft Credit Setup

Script reviews continued:

• Logic for Creating OCRs
• Advanced Mapping: Enable & Convert
• Gift Entry parts 1 &2

Annual Video Review: BIG shout out to @jonsayer for getting through all the Volunteers videos! Next steps is integrating the changes.

If you have other ideas or if you are eager to help before the next sprint, stop by the Power of Us Hub group and say hi!

Have questions or need access to a linked document? Email charise.vanliew (at) trailblazercgl.com Yay!