Outbound Funds Module New Release Details and Meet the Team

Outbound Funds Module New Release Details and Meet the Team

We have updates about the new Outbound Funds package release, how-to videos, and introductions to the Outbound Funds team. Read on for the details!

If you’re not familiar with Outbound Funds, the first installment of this series and the official Outbound Funds documentation has the background you need.

New Release and New Videos

Outbound Funds announced a new release for the NPSP extension package! Available here. The team made great headway on this release at the Philadelphia sprint in October. With this release, users with the NPSP extension now have access to a Manage Expenditures Wizard, a Lightning Component that enables managing expenditures en masse. The time-saving feature also looks pretty slick– screenshot below.

The component has been added to the Disbursement NPSP record page. More info on how to configure.

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The new Manage Expenditures Wizard

The team is also thrilled to announce new how-to videos, created with generous help from Bill Florio of the NPSP Videography team. They include:

If you’re interested in a more extensive walkthrough, see this video.

Virtual Sprint

The next sprint, originally planned for Atlanta, has gone virtual. It’s happening March 31 and April 1– register here. It’s a great opportunity to contribute to this and other projects that benefit nonprofits using Salesforce.

The Outbound Funds team is planning to tackle these items:

For people thinking about other ways to get involved in this project, see the open-source commons.

Meet the Team

Since we might be feeling a bit less connected than normal, it seems a good time to introduce the Outbound Funds team.

Shari Carlson, Product Manager— Shari is a Senior Consultant with North Peak Solutions. She serves as the team’s Product Manager, directing the strategy and priorities for the package and helping to coordinate the team’s resources in delivering new releases.

Bill Corkill, Marketing— Bill is SVP for Information Technology and Membership Systems at the Council of Michigan Foundations. He directs the marketing efforts for Outbound Funds, including coordination with Salesforce.org and engagement with the online community. 

Emily Jakubiak, Documentation— Emily is a Principal Consultant for Cloud for Good. Emily produces Outbound Funds documentation, including use cases, configuration instructions, and more. 

Junette Tan, Quality Assurance— Junette is Team Lead, Cloud Technology at Traction on Demand. She tests new Outbound Funds functionality to ensure it’s ready for release. 

Nick Lindberg, Release Engineer— Nick is a Senior Salesforce Business Analyst for the University of Minnesota Carlson School of Management. Nick manages the Outbound Fund releases and coordinates with development and QA to ensure they are technically sound

Thom Behrens, Developer— Thom is Salesforce Tech Lead for Appirio. Thom develops new Outbound Funds functionality, delivering the priorities the team decides on in response to community need. 

Additional team members who contribute to this project: 

Salesforce.org supports open source projects like Outbound Funds through the Open Source Commons program, providing guidance, best practices, engineering, and opportunities to share the package with the Salesforce nonprofit community. This support is coordinated by:

  • Cori O’Brien, NGO Open Source Programs Manager at Salesforce.org
  • Judi Sohn, Director of Customer-Centric Engineering at Salesforce.org

Case Studies

Outbound Funds is an intentionally flexible solution that can mold to many different organizations’ needs. See these articles for information on how nonprofits use the package: 

Thanks for reading, and thank you to the entire Outbound Funds team for their continued great work!

Ways to Get Involved


Implement the application! Then, share your story! The Outbound Funds team takes your use cases and feedback into consideration as they continue to optimize the package. Find the package and related documentation in the Power of Us Hub and on Github, and submit your feedback here.

If you’d like to receive email updates about this community-driven effort, sign up here.

About North Peak

About North Peak

North Peak helps nonprofits and foundations increase institutional intelligence through healthy CRM (constituent relationship management) and/or GMS (grant management system) systems and practices. Contact Us to learn how we can elevate your organization's impact.