2023-12-11 AQ Consultation Session 12

chatter and notifications

• it's about leveraging chatter to create automatic notifications for specific groups. Every time like a gift comes in or pledged payment has been paid on on the pledge.

• Priscila Tello-Vela to provide some guides/recommendations on how to setup chatter and notifications effectively

Pledge Approval Utility

• use LWC

• kind of like Portfolio Reassignment Utility which we are not using

• if we can attach the doco in the gift record, then that could potentially be surfaced into the LWC for the approver to refer to

• we still need to migrate historical receipts into SF which is still sitting in shared drive presently

• Salesforce storage is notoriously expensive

• the intent is to put everything in Jarvis.

• large part of our storage is on campaign members (we haven’t been able to purge them yet)

• Priscila Tello-Vela to send the office word documentation on pledge approval utility

Giving Summary

• because we're doing most aggregation in power. Bi. So if we can leverage the summary definition then we don't need to recalculate it in power BI. Then it can be visible in salesforce reports as well

• we can also use engaging scoring utility

• The more complicated you're giving summary gets. the more it is easier to do it with salesforce reports, and then extract the ids and populate the summary object (only for extremely complicated cases)

• Yeng Sembrano to provide Priscila Tello-Vela some actual use cases for giving summary (fields and objects we are calculating on)
• Priscila Tello-Vela to test giving summary on custom fields and revert back