NGO Connect Feature: Workflow and Validation

NGO Connect Feature: Workflow and Validation

Announced in September of 2014, NGO Connect (formerly named roundCause) is the cornerstone in the Salesforce Foundation’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect is designed to not only meet all your fundraising needs but also enable your entire CRM strategy and constituent engagement channels.

Heller Consulting has put together a list of our top 5 favorite features of NGO Connect in our paper, NGO Connect – Maximizing its Potential for You. Today we will be going over the NGO Connect Feature: Workflow and Validation.

How many times have you wished that your donor management system would do more work for you? Isn’t the point of having sophisticated database tools to make your day-to-day- tasks not only easier but also more accurate, and help you get more done? Nonprofits on the Salesforce platform love the power of workflows and validation rules, two native features of Salesforce.

Workflows are automated actions that are taken when the specified conditions on a record are met. Workflows can eliminate the need to manually review data on a regular basis to determine whether some action should be taken. Want to get an e-mail when a donation of $1,000 or more is received? Should a follow-up Task be assigned to a fund raiser three days after a phone call is made? Workflows will do these and countless other tasks, smoothing out business processes and keeping the myriad details of successful relationship-building from falling through the cracks.

Validation rules protect and improve your data by not allowing a record to be saved unless the specified fields are completed. If a user tries to save a record without completing the required information, a customized error message will instruct them. For example, if your fund raisers are tired of mysterious “Do Not Mail” codes, a validation rule can make sure that a date and a comment are added when someone adds a contact restriction to a record.

For more information on NGO Connect, download our paper or check out our webinar, Fundraising with NGO Connect: The Connected Nonprofit.

Download NGO Connect Paper Now!
Emma Shipley

About Emma Shipley

I have always held a passion for community involvement, fundraising, and volunteering, which has brought me in touch with a number of nonprofit organizations. During my time at Indiana University, I worked with the City of Bloomington Volunteer Network to connect citizens with their ideal volunteer experience while promoting volunteerism in the community. In addition, I spent the summer of 2012 working as a mentor for adolescent girls ages 5-15 at Girls, Incorporated of Monroe County. I received my degree in Journalism with a focus in Marketing and Visual Communications. In my free time, I enjoy live music, visiting farmer’s markets, trying new recipes, and exploring Chicago.

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