Nonprofit: Configure Customizable Rollups in Nonprofit Success Pack | Expert Coaching
This Implement video helps nonprofits learn how to configure customizable rollups so they can quickly see information critical to their fundraising goals. NPSP customizable rollups allow you to aggregate donation and payment information and display it on related records. This powerful feature can be used to customize existing out-of-the-box NPSP rollups, or create new ones.
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:23 Learning Objectives
1:01 Demo - What are customizable rollups?
1:42 Demo - Rollups Overview
2:33 Demo - Filter Groups Overview
2:56 Demo - Filter Rules Overview
3:13 Demo - Out of the Box (OOTB) Rollups
4:07 Demo - How to Create a Customizable Rollup
4:32 Demo - New Filter Group
5:35 Demo - Creating a Customizable Rollup
6:30 Demo - Running the Rollup
6:54 Demo - Best Practice Filter Group
7:17 Recap and Next Steps
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Implement: Salesforce.org: Configure Customizable Rollups in Nonprofit Success Pack
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