This team is working to create a helpful guide of prompts to make using AI tools like ChatGPT easier for Nonprofits. At the last Sprint, they gathered survey responses from other Sprinters, capturing ideas for where to focus on prompt recipes, developed and tested prompt examples, and will continue to work on compiling a published list to share in the Community.

What is the DGT team? This team creates resources to help Admins with skills in CumulusCI (CCI) create more efficient testing processes and data, and supports other Commons projects build effective test data. At the last Sprint, team members interviewed various other Commons project teams to build Snowfakery recipes, including the Memberships and DLRS teams. They also audited prior recipes to test and update where needed.

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What is DLRS? It’s an interface to rollup data between records where Salesforce can’t natively. At the last Sprint, the team shared a sneak peek at the brand new user interface and collected feedback, updated documentation, and worked with the Data Generation Toolkit team members to define sample data that can be used to help test DLRS at scale.

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The goal of this project is to bring the “Well Architected” framework to action by building out documentation and step by step guides that are approachable to implement for nonprofit organizations and the partners that love them. At the last Sprint, the had rich and dynamic conversations on the current challenges and opportunities for deploying solutions on the Salesforce platform. This new team will continue to meet regularly and participate at Sprints to define practical best practices to share with the community at large.

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What is GCK? The Grants Content Kit stores and organizes grant proposal content in Salesforce, allowing grant writers to streamline applications starting with their best content. At the last Sprint, the team had a record number of volunteers contribute their skills, allowing the existing members to give a demo to showcase the power of the app. They hosted an extensive Q&A session, and identified a number of backlog items like UX improvements and bugs. They discussed options for incorporating AI prompt functionality to assist with writing proposal content, and plan to move forward in the coming months. There’s a lot more work to be done before they can officially launch the app in the Commons and the team is excited to dive in!

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GRMS is a Salesforce solution providing custom mobile survey capabilities to Nonprofits, enabling workers and volunteers in the field to collect program and service data anywhere, and easily sync critical data to their Salesforce platform. With the customizable Salesforce Package, Nonprofit Admins create and manage custom surveys, configure field workers and volunteer mobile app users, create and update records with survey data, and visualize survey results in reports and dashboards. A survey pack with sample fields for disaster relief and home healthcare use cases is included to get started fast. At the last Sprint, volunteers discussed the roadmap, brainstormed flow possibilities, explored the app looking for opportunities to expand its capabilities, and discussed new ways to send different data down to the app during syncs, explore Heroku, and other ways to implement Salesforce offline usage.

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What is MDB? The goal of the memberships project is to build a common data model and supporting automations for managing memberships in Salesforce. At the last Sprint, the team worked towards launch by creating documentation, a new integration object, 7 flows, a lightning page, and 6 new platform events. Stay tuned for more information on launch plans in late winter!

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Team which - since 2017 - has been creating short, digestible how-to videos from Nonprofit Salesforce documentation (NPSP, PMM, Outbound Funds, & Commons projects). They've amassed over 200k views on their videos which are linked from Salesforce Help articles, and have over 1200 subscribers on their YouTube channel. At the last Sprint the team wrote and edited scripts for new videos, and recorded voices for upcoming videos.

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What is Indicators? A new LWC that allows you to highlight important data in Salesforce with icons and colors, making it easy to focus on what matters most on a record page. This newly launched product participated at their first in-person Sprint this fall and worked on building out a cookbook of recipes for users, and worked on new features from the backlog. They’re looking for new volunteers to join the team if you have a few hours to spare each month!

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Sprinty’s Community Resources (SCR) is a curated site for the nonprofit and education community where people can share resources that have been helpful to them and benefit from the experience of others. SCR includes hundreds of blog posts, Trailblazer Community conversations, online videos, and much, much more. At the last Sprint, the team built a draft of the functionality for end users to submit feedback on a resource (ie broken link), and approved over 100 new submitted resources in the library via their curation process. The team has three projects lined up for the February ‘24 Virtual Sprint: an overhaul to the Popular Sources page on the site, an audit to make sure all resource links still work, and creating a usability survey to solicit input and feedback from the community about the site, resources, and contributor experience. Come join SCR!

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What is SEA? It's an end-to-end event management solution for everyone. SEA provides customizable event management, making registration, receipting, confirmation, and reporting easier and integrated with Salesforce. At the last Sprint, the team defined a list of event types that they’d like to build out samples of, including their challenges and opportunities. They also worked on ensuring scratch org builds include all sample data and examples!

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What is the Tech Collective? It's a formalised way to match local not-for-profits with an inexperienced admin supported by a technical collective of experienced Salesforce professionals. At the last Sprint, after launching two successful pilot projects in the UK, this group is now focused on expanding the program, incorporating feedback to strengthen the program, create sign up forms for the next cohorts, create marketing appeal for the different program personas (non-for-profit, inexperienced admin, Salesforce expert admin), draft documentation, and collect feedback and blockers to resolve.

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This team is building a new high performing data table with a 2K row limit for working with multiple records in a screen flow. When completed and published, it will allow for easy selection of multiple records in a screen flow that will persist (or remain “sticky”) upon return to the record selection screen for any further modifications. At the last Sprint, researched and built a new feature to format date/time, defined their MVP for launch, migrated issues to Github, and started building out their documentation. 

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This is an in-progress app meant to help students and institutions search for course and credit transfer equivalency when transferring between schools. At the last Sprint, the team documented modifications to the screen flow and identified a few issues to resolve.

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New! The goal of the CumulusCI Commons project is to connect and grow the open source community around CumulusCI through developing direct contributions to CumulusCI, creating new plugins, documenting and automating knowledge and best practices, marketing, and figuring out the process and infrastructure for community support. At the initial exploratory call, there was clear interest from a number of community members in helping to sustain and evolve CumulusCI in collaboration with Salesforce to meet the needs of the Salesforce ecosystem. This first sprint will focus on defining the project, what we can do, how we'll organize ourselves and our work, and maybe even writing some code along the way.

Nonprofit Cloud Best Practices: Similar to early community-led efforts to help nonprofits find success using the NPSP, the goal of this project is to begin gathering ideas and feedback to see what NPC best practices could look like and where the community could concentrate their efforts. At the last Sprint, the team got the lay of the land of what is out there already, and framed the current challenge (confusion, lack of use cases, terminology mapping, etc.), and decided what was in/out of scope for a community team. The team will continue to meet and work on next steps on the two prioritized topics “Fundraising” and “Relationships”.