Merging Organizations in NPSP

I have recently been volunteering for a Non-Profit organization to gain experience, specifically with the Non-Profit Success Pack/Cloud (NPSP) from Salesforce. Recently, one of the requests was to merge an Organization. Our initial thinking was to use the Manage Households button; however, I quickly learned that this only works for the Household Account Record Type … Continue reading Merging Organizations in NPSP

How to Add an Audience in Experience Builder

A while ago, Salesforce introduced Audiences as a mechanism to help make the community experience more dynamic based on different factors that the user had - for example, their location or details from a specific field in their user record. In the Winter '21 release, Salesforce expanded Audiences' capabilities and introduced the ability to use … Continue reading How to Add an Audience in Experience Builder

Why Permission Set Grants Extra Field Level Access?

Alrighty, get ready for a slightly confusing scenario that hopefully teaches you something you didn't know about Profiles and Permissions. I, for one, was surprised to learn that this is how Salesforce works, even after all these years. So you have a Profile, Sales - Custom, and you have a Permission Set, called Camping. On … Continue reading Why Permission Set Grants Extra Field Level Access?