The next few months are all about generating the stats you need from your Salesforce data! This month we'll review Parent/Child data models and discuss NPSP Customizable Rollups. This feature automatically calculates fundraising and financial stats without code. And like the name suggests, you can customize your own! We'll give a tour of the tool and try out a couple rollups together.
She/Her/They. Barbara is a steering committee member on the Open Source Commons NPSP Videography project, Salesforce MVP, and an all-around nerd for all things nonprofit, engagement, and tech. She will also happily talk about bats or cats, any time.