Handling Anonymous Donors With Salesforce

[Billflorio]

https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Handling_Anonymous_Donors.htm&type=5

Script: https://docs.google.com/document/d/1UT17AJMqphgep5zldvNbs0mbIVg47SBKNEy643zG5bM/edit?usp=share_link

[barbarachristensen]

Meghan and Amanda will take this on

[DebDerringer]

@Billflorio @barbarachristensen I was peer reviewing this script. It needs additional work so I'm moving it back to Draft status. Might need to be broken into multiple use cases/videos:

1. Recording an anonymous gift
2. Recording households/accounts as anonymous donors
3. Invisible donors
4. Filtering anonymous donors from reports (The NPSP documentation is a bit confusing and outdated, e.g. it suggests creating workflow rules.)

[barbarachristensen]

RECOMMENDATION NEXT SPRINT:

• Put the whole doc into one video. The first part is already written. You can just clean it up. (see doc linked)
• For the 2nd & 3rd doc sections, I don't think we need to demo all clicks for the more conceptual stuff. Just a sentence or two for the main points/suggestions. Think about what screens will help illustrate it. For example, we can just show a screen with the anonymous checkbox on Contact or Account like the docs' figures do. Please insert comments on the doc that give your ideas for screens to show.
• Use term "automation" instead of Workflow or Trigger like the doc currently does. That will make it longer lived.

[GOSHCCAvni]

Hi @barbarachristensen, I hope you are well. Both myself and @deepthikudrathaya are not familiar with how the prerequisites usually get included in the videos, but feel they would add value to admins to know this, so please do feel free to update as required. Thank you

[cswitzer-sfdc]

@barbarachristensen Did an SFDO review on this and tracked some changes, made some suggestions. I think there is at least one place where we need to clarify the use cases.

[barbarachristensen]

Thanks @cswitzer-sfdc!