![]() In the screenshot below, you can see how this activity is attached to my contact record in the Name field. Assigning Tasks in SalesforceĪnother great feature with tasks in Salesforce is the ability to attach them in many different places in Salesforce. It also declutters your activity timeline in Salesforce, which can become quite cumbersome over time. With this option, it gives you more clear visibility to see all appeals that you’ve made to a constituent or organization in one place in Salesforce. A better use of that information would be to migrate it as a campaign membership to a specific campaign into Salesforce, and treat it more like you would a typical appeal. “Sent Annual Newsletter 2015” would not be best practice to be migrated as an activity, though you can argue that some sort of interaction took place with that. For example, you will see a lot of actions that have no real notes, but are basically listings of something that was either ordered or sent to a group of constituents. One common issue I see with RE migration is that all actions don’t necessarily need to come over as a similar activity or task. Your traditional email actions would be an example of something that translates to tasks/activities in Salesforce RE Action Outliers For example, Bio Notes and NXT Summary information typically translates to Enhanced Notes in Salesforce, since those are more about information than an action/activity taking place. ![]() I’ve found this to be directly associated with the action types in Raiser’s Edge. One large undertaking that should take place with a migration from Raiser’s Edge to Salesforce is to designate and separate what actions should be tasks or notes. Notes - not necessarily related to something happening, but more so information you want tracked about a specific record (i.e.Tasks - tracking something that you’ve done or have yet to do can also be assigned to a specific user or a queue of users.The way I explain how this should be used is as follows: One stark difference in how NPSP tracks actions and notes is that they are tracked in 2 separate objects: Tasks (Activities) and (Enhanced) Notes. Because there are limitations to creating notes in other places in Raiser’s Edge, some organizations also use attributes to attach notes or information onto gifts, proposals (on the prospect tab), and various other places in Raiser’s Edge. In Raiser’s Edge, the Actions tab represents a place to track all activities and related interactions and notes about a constituent or organization. In this final installment, I will review and explain some key things to consider when migrating actions and notes from Blackbaud’s Raiser’s Edge (RE) to the Nonprofit Success Pack (NPSP). In the first installment, we covered how relationships translate from Raiser’s Edge to Salesforce, followed by How Raiser’s Edge Gifts Translate to Salesforce. Watch series online free.I’m back for the last installment of my three-part series, inspired by my love of Star Wars and the wonderful three-part series on NPSP Customizable Roll-Ups from Hayley Tuller. The series follows John Porter, a former British Special Forces soldier, who is drafted back into service by Section 20, a fictional branch of the Secret Intelligence Service. STRIKE BACK SERIES FINALE FREE DOWNLOAD TVSeries 1 was produced for Sky TV but from Series 2, the show was co-produced by Sky and Cinemax, resulting in slightly differing titles between the UK and US (UK series 2,3 and 4 lose their subtitles and become seasons 1,2 and 3 in the US). Series 4: (Strike Back: Shadow Warfare), has the same main cast as series 3, but adds Robson Green (Wire in the Blood) as a new member of Section 20, Dougray Scott (Desperate Housewives) as rogue operative James Leatherby and Milauna Jackson (Blood Done Sign My Name) as a key player who crosses paths with the counterterrorism team. Series 3: ( Strike Back: Vengeance) continues on from Series 2, but with minor cast changes, including the addition of Rhona Mitra (Underworld: Rise of the Lycans) as Maj Rachel Dalton. Series 2: ( Strike Back: Project Dawn) still featured Section 20 but had an almost completely new cast led by Amanda Mealing (Holby City), Sullivan Stapleton and Philip Winchester (Camelot). Series 1: (Chris Ryan’s Strike Back) featured an ex SAS sergeant named John Porter who is recruited by a secretive arm of the military known as Section 20. Strike Back: Shadow Warfare is the title of the fourth series in the Strike Back family of shows.
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