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

• Outbound Funds How-To Series: Create a Funding Program and Funding Request
• Outbound Funds How-To Series: Create Requirements for a Funding Request
• Outbound Funds How-To Series: Create a Disbursement

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:

• Discuss and plan approach to Funding Request Coding and Outcomes tracking
• Address the following GitHub issues:
  • Track Disbursement Number In series
  • Link Funding Request Role to Disbursements and requirements
  • Add Primary Field to Funding Request Role
  • Add Next Requirement Date field on Funding Request
  • Custom Permission Sets
• Review and revise GitHub documentation

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: 

• Gordon Lau, Information System Architect at iDE 
• Mark Adcock, Senior Consultant at Appirio
• Stan Reeser, Principal at MSR Consulting
• Libby Ziemelis, Vice President Data Services, HandsOn Connect Cloud Solutions

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: 

• A community foundation and a membership organization using the package to manage their grantmaking efforts
• A youth-serving organization using Outbound Funds to manage scholarships for their programs
• Organizations using the package to manage a grant application process, award program for youth, tracking and distributing donated class registrations
• Organizations using the package to manage a Fellowship application process and mini-grants for teachers

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

Ways to Get Involved