2 件 ・ 関連度順
概要と使いどころ
Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows. NOT for a one-time migration of historical gift data — use data/gift-history-import. NOT for soft credits or matching gifts — use admin/soft-credits-and-matching.
日本語の概要は準備中です。原文の説明を表示しています。
Use this skill when configuring, applying, or troubleshooting NPSP Engagement Plans — the framework that automatically generates standard Salesforce Task records on a timed schedule to guide donor stewardship and constituent outreach. Trigger keywords: engagement plan, donor stewardship tasks, NPSP task automation, engagement template, major donor follow-up. NOT for designing the cultivation and stewardship stages — use admin/fundraising-process-mapping. NOT for recording and receipting gifts — use admin/gift-entry-and-processing.
日本語の概要は準備中です。原文の説明を表示しています。