Salesforce is turning up the heat on quality-of-life features in the Summer ’23 Nonprofit Cloud update! Let’s take a look at a couple of new features that will make you and your users more efficient and effective through the summer months.
Case & Program Management
Case and program management have two quality-of-life updates on the bulk service deliveries page:
- View only active program engagements and services – Prior to Summer 23, all program engagements and services were shown in the picklists, even inactive ones. Now, Salesforce only shows you active records, making finding the engagement/service easier.
- Find program cohorts, engagements, and services in alphabetical lists – Previously, cohorts, engagements, and services were listed in creation order on the bulk services deliveries page. Now, they are in alphabetical order, allowing you to find what you are looking for much easier in longer lists.
Migrate to Google Analytics 4 before July 1st
Google Analytics 4 is replacing Universal Analytics. To ensure Giving Page performance, source codes and conversion rates are tracked after July 1st, switch to Google Analytics 4. To make the switch, add your Google Analytics 4 property ID in the Google Analytics Property ID field on the Elevate admin portal.
Faster Payment & Recurring Donation Exports
You can now filter payment and recurring donation records in an export by specifying a date range, and when the export includes more than 10,000 records, Elevate will automatically export them into multiple files to speed up the process. You can export payment and recurring donation records on the Elevate admin portal.
‘Seas’ the Day with Salesforce Summer ’23
The Summer ’23 release of Nonprofit Cloud will make life a little easier for all Salesforce users. If you wish to learn more about these updates or the others included in the release, please check out the official release notes. If you have any questions about Salesforce Nonprofit Cloud or want to talk about your Salesforce needs, contact DB Services!