In our previous post, we provided a step-by-step recipe for extending the Salesforce Nonprofit Success Pack (NPSP) to present recurring donation information directly on the Contact record using User Defined Rollups. Today, we use those new fields to create Levels that track recurring donor status and drive effective engagement strategy.

For a full overview of all steps in this series as well as a presentation of the strategy behind them, check out our recorded webinar Convert One-Time Donors to Sustaining Supporters: Strategy, Tactics, and the Salesforce Nonprofit Success Pack.

To effectively nurture sustaining donors, you want more than smart strategy. You need to get the most from a quality constituent relationship management system (CRM) to aid in the effort. In the first of a series of posts, we offer specific step-by-step recipes for extending the Salesforce Nonprofit Success Pack (NPSP) to be a sustaining donor cultivation powerhouse. Today, we dive into how you can use the NPSP and its User Defined Rollups to present recurring donation information directly on the Contact record.

For a full overview of all steps in this series as well as a presentation of the strategy behind them, check out our recorded webinar Convert One-Time Donors to Sustaining Supporters: Strategy, Tactics, and the Salesforce Nonprofit Success Pack.

We're proud to feature this guest blog post by Ashima Saigal, Founder of Database Sherpa. Database Sherpa is a Salesforce.com consulting firm serving nonprofit organizations and a Soapbox Engage Partner.

By Ashima Saigal, Founder, Database Sherpa

Salesforce does it again, working toward their mantra of Clicks Not Code, with Process Builder. Released in Spring 2015, Process Builder takes Workflows and Visual Workflows to the next level. You can create records, update fields on any related record, launch trigger-ready flows (immediate or scheduled), send an email, post to chatter and submit for approvals with Process Builder.

So, what does this mean for a nonprofit?