Have you watched our RaiserвЂ™s Edge to Salesforce migration webinar yet? You can find the complete recording linked here. You can create multiple queues beforehand so that this option gives more flexibility with task assignments.ДЄs this is the final installment to this trilogy, I hope this has been helpful information to wrap your mind around how Salesforce operates differently than RaiserвЂ™s Edge, and also give you some things to think about as you progress down the road towards a migration. With Salesforce, you can create a queue of users (letвЂ™s think of adding all our Major Gift Officers or Program Officers), so that the task is seen and available to all of them. Think of times where thereвЂ™s a task, but youвЂ™re not sure who should be working on it. When you assign a task, you can assign it to a specific user, or a queue of users. With this option, I could see any related tasks not only from the contactвЂ™s record, but also from the gift I attach it to as well. This comes in handy when you want an activity related to a person, but also a specific gift or proposal. In the Related to field, you have the option to connect this task to many different objects, whether itвЂ™s an organization account, gift opportunity, campaign, etc. The most typical actions are normally related to a person at least. In the screenshot below, you can see how this activity is attached to my contact record in the Name field.

Assigning Tasks in SalesforceДЄnother 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 youвЂ™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. вЂњSent Annual Newsletter 2015вЂќ 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 donвЂ™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. IвЂ™ve found this to be directly associated with the action types in RaiserвЂ™s Edge. One large undertaking that should take place with a migration from RaiserвЂ™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 youвЂ™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 RaiserвЂ™s Edge, some organizations also use attributes to attach notes or information onto gifts, proposals (on the prospect tab), and various other places in RaiserвЂ™s Edge. In RaiserвЂ™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 BlackbaudвЂ™s RaiserвЂ™s Edge (RE) to the Nonprofit Success Pack (NPSP). In the first installment, we covered how relationships translate from RaiserвЂ™s Edge to Salesforce, followed by How RaiserвЂ™s Edge Gifts Translate to Salesforce. IвЂ™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.

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