Summary
In this chapter, we have configured customizable rollups, applied matching gifts, and explored the grantmaking capabilities of Outbound Funds Module. Each of these is unique and individual and is called for in the specific use cases we discussed in this chapter.
Salesforce releases updates for standard functionality such as customizable rollups and matching gifts every two weeks, and new features are released three times per year. Open Source Commons applications such as Outbound Funds Module may require some manual updates, since it is not a standard part of the Nonprofit Cloud package. This is where your skills as a Salesforce administrator are important as well.
Throughout the previous chapters, what we have done is configuration. In Chapter 13, To Customize or Not to Customize, the emphasis will be less on configuration and more on customizing Salesforce itself, using the TDTM, including disabling code or creating custom code. As a part of this process, we will review...