Nonprofit Success

Nonprofit Guide: Spring 07
Page 1 of 42
Copyright 2000-2007 salesforce.com, inc. All rights reserved. Salesforce.com, the no software logo, and Team Edition are
registered trademarks, and AppExchange, Success On Demand, and The Business Web are trademarks of salesforce.com,
inc. All other trademarks mentioned in this document are the properties of their respective owners.
Contributors
Special thanks to the following contributors without whom this document would not be possible. They
have all truly demonstrated the power of us.
Name
Organization
NOTA Team
Salesforce.com Foundation
Steve Andersen
Rem Hoffman
Doug Stone
Steve Bower
Cheryl Gipson
ONE/Northwest
Exponent Partners
Theikos
Independent Nonprofit Consultant
Groundspring
Page 2 of 42
Table of Contents
1.
Executive Summary..................................................................................................................... 5
2.
Revision History........................................................................................................................... 6
3.
Organization Management
............................................................................................... 7
3.1. Overview ............................................................................................................................... 7

3.2. Organization Management Conventions............................................................................... 7
3.3. Viewing Organizations .......................................................................................................... 8
4.
Contact Management
....................................................................................................... 10
4.1. Overview ............................................................................................................................. 10

4.2. Contact Management Conventions..................................................................................... 10
4.3. Viewing Contacts................................................................................................................. 10
5.
Donation Management
.................................................................................................... 12
5.1. Overview ............................................................................................................................. 12

5.2. Donation Management Conventions................................................................................... 12
5.3. Viewing Donations .............................................................................................................. 13
6.
Campaign Management
................................................................................................... 16
6.1. Overview ............................................................................................................................. 16

6.2. Campaign Management Conventions................................................................................. 16
6.3. Viewing Campaigns ............................................................................................................ 17
7.
Lead Management
............................................................................................................. 18
7.1. Overview ............................................................................................................................. 18

7.2. Lead Management Process ................................................................................................ 18
7.3. Viewing Leads ..................................................................................................................... 19
8.
Custom Objects and Tabs......................................................................................................... 20

8.1.
8.2.
8.3.
8.4.
8.5.
8.6.
8.7.
9.
Contact Connection Custom Object.................................................................................... 20

Recurring Donation Custom Object .................................................................................... 21
Pledges Custom Object ...................................................................................................... 22
Households Custom Object ................................................................................................ 22
New Contact Custom Tab ................................................................................................... 23
Lead Conversion Custom Tab ............................................................................................ 23
About Lead Conversion Custom Tab .................................................................................. 24
Custom Reports ......................................................................................................................... 25

9.1. Overview ............................................................................................................................. 25
10.
Custom Workflow ...................................................................................................................... 26

10.1. Overview ............................................................................................................................. 26
10.2. Workflow Rules ................................................................................................................... 26
10.3. Workflow Tasks ................................................................................................................... 26
Page 3 of 42
11.
Training Recommendations...................................................................................................... 28
11.1. Overview ............................................................................................................................. 28
12.
Custom Button Quick Reference ............................................................................................. 29

12.1.
12.2.
12.3.
12.4.
12.5.
13.
Campaign Layout ................................................................................................................ 29

Contact Layout .................................................................................................................... 29
Organization Layout ............................................................................................................ 30
Pledges Layout.................................................................................................................... 31
Recurring Donation Layout ................................................................................................. 31
Custom S-Controls .................................................................................................................... 32

13.1. Quick View .......................................................................................................................... 32
13.2. ContactConnectionCreatefromContact ............................................................................... 33
13.3. ContactConnectionCreatefromOrganization ....................................................................... 34
13.4. CreateHouseholdforContact................................................................................................ 34
13.5. Donation_Create_from_Contact ......................................................................................... 34
13.6. Donation_Create_from_Organization ................................................................................. 34
13.7. Donation_Create_from_Recurring_Donation...................................................................... 35
13.8. Donation_Create_Grant_from_Contact .............................................................................. 35
13.9. Donation_Create_Grant_from_Organization ...................................................................... 35
13.10.
Donation_Create_Major_Gift_from_Contact .............................................................. 36
13.11.
Donation_Create_Major_Gift_from_Organization...................................................... 36
13.12.
Donation_Create_Matching_from_Contact ................................................................ 36
13.13.
Donation_Create_Matching_from_Organization ........................................................ 36
13.14.
Donation_Create_Membership_from_Contact........................................................... 37
13.15.
Donation_Create_Membership_from_Organization................................................... 37
13.16.
Donation_Create_Pledge_Payment_from_Contact ................................................... 37
13.17.
Donation_Create_Pledge_Payment_from_Organization ........................................... 38
13.18.
Donation_Create_Pledge_Payment_from_Pledge_Object........................................ 38
13.19.
Donation_Set_up_Pledge_from_Contact................................................................... 38
13.20.
DonationSetupPledgefromOrganization..................................................................... 38
13.21.
Donation_Setup_Recurring_from_Contact ................................................................ 39
13.22.
DonationSetupRecurringfromOrganization ................................................................ 39
13.23.
GenerateMailingLabels............................................................................................... 39
13.24.
Households_CopyAddressbetweenContactandHousehold ....................................... 40
13.25.
Households_Create_Contact_and_Household_from_Tab ........................................ 40
13.26.
LeadConversion ......................................................................................................... 40
13.27.
LeadConversionAbout ................................................................................................ 41
13.28.
LeadConversionSplashScreen................................................................................... 41
13.29.
RecordTypesLookup .................................................................................................. 42
Page 4 of 42
1. Executive Summary
The nonprofit template provided by salesforce.com is intended to address common core needs that a
nonprofit requires to efficiently run their organization. While not all nonprofits operate in the same
way, the template tries to address common core functionality that is traditionally found in the nonprofit
rather than commercial sector. By using the nonprofit template, which runs on Enterprise Edition
licenses, nonprofit organizations can realize significant savings in customizing the application to meet
their needs than they would if starting from a standard commercial version of Salesforce.
This document intends to define the customizations that are included in the nonprofit template so that
our valued partners and customers have a better understanding of differences between the standard
Salesforce template and the nonprofit template. As with any instance of Salesforce, you are not
limited to the customizations that come with the nonprofit template. We encourage you to take full
advantage of the amazing customization powers of the Apex Platform by creating your own
customizations beyond those provided in the template.
We are continually striving to improve the nonprofit template. Many of the improvements we make
come from ideas posted directly by our nonprofit community to the nonprofit category on the
IdeaExchange, which can be found at ideas.salesforce.com. If you have an idea for an enhancement
to the template, or to the product in general, please let us know on the IdeaExchange.
Page 5 of 42
2. Revision History
This section identifies ongoing changes to this document from version to version.
Comments
Date
Original Draft
First Round Feedback
4/20/2007
4/26/2007
Page 6 of 42
3. Organization Management
3.1.
Overview
The nonprofit template defines Organization as a business, institution, or non individual entity with
which you have a relationship. Nonprofit relationships are more often characterized at the
Contact/Individual level but in many cases, Corporate Sponsorships for example, the relationship to
the Organization is as critical as with the individuals.
All Contacts created in Salesforce must belong to an Organization. For Contacts that do not have an
affiliation to an Organization, there is one Organization record named Individual that those Contacts
should be associated to. Contacts not associated to an Organization will be Private and therefore not
viewable by anyone other than the Contact owner.
For those familiar with standard Salesforce terminology, the Organization object is the Account object
renamed. Organization is the more familiar term in the nonprofit vernacular. When working in the
Apex Builder and Help & Training sections of the application, system administrators and users need
to remember to translate the word Account to be Organization.
3.2.
Organization Management Conventions
3.2.1.
Organization Creation
Organizations can be created in one of the following ways:
Initial Data Migration Perform an initial data migration from source systems that are
currently being used to manage information about organizations.
Lead Conversion Some users of the application will have the ability to qualify and convert
leads into organizations. During this conversion process, an organization record will be
created and populated with information coming from the lead record.
Manual Users will have the ability to create organizations manually.
A best practice suggestion is to suspend delete rights for all Profiles except the System
Administrator. All requests for deletions should then go through the system administrator in order to
ensure data integrity.
3.2.2.
Organization Naming
Organizations should be named using their full name. The organization site field is used to identify
one organization from another if multiple organizations have the same business name. (If you track
multiple organizations by the same name, this will be a key training issue.)
Example
Incorrect: Oracle
Correct: Oracle Corporation
Page 7 of 42
Incorrect: AMEX
Correct: American Express
As a best practice, users should be trained on how to search for and find existing organizations, prior
to creating a new organization record, in the application in order to prevent duplicate organizations
from being created.
3.2.3.
Organization Hierarchy
The organization hierarchy displays organizations that are associated via the Parent Organization
field, giving a global view of a company and its subsidiaries. In the hierarchy, organizations are
indented to display the subsidiaries of the parent organization.
3.2.4.
Organization Ownership
Organization Ownership and an Salesforce sharing model dictates who has access into all related
contact and donation information associated to any given organization record. By design, there can
only be one organization owner assigned to an organization record within Salesforce. However,
Organization Team Sharing can be utilized to open up access on a record by record basis to the
Organization as well as its associated records by using the Organization Team related list on an
Organization.
3.3.
Viewing Organizations
3.3.1.
Organization Record Types
Not all organizational entities are alike. The Organization object is setup to track businesses,
foundations, nonprofits, and government agencies in the nonprofit template but can be extended to
track other types of organizations as well. Therefore, when creating a new Organization choose the
proper Record Type that best identifies the Organization about to be created. Each record type can
have a different set of fields presented to the user (called a Page Layout). The following record types
are setup in the nonprofit template, but they can be modified easily if desired.
Record Type Name
Comments
Business
Foundation
Government
Use this record type for corporations or small businesses

Use this record type for foundation entities
Use this record type for government agencies (federal, local
or state)
Represents a single contact record
Use this record type for nonprofit entities
Individual
Nonprofit
3.3.2.
Organization Page Layouts
Page layouts control the layout and organization of fields, web integration links, and related lists.
They also help determine which fields are visible, read-only, and required. The below table identifies
the page layouts set in place in the nonprofit template.
Page 8 of 42
Page Layout Name
Comments
Individual
Used only when viewing the Individual Organization record,

or other Organization records created of RecordType
Individual
The standard layout used for all Organization records except
those of type Individual
Organization Layout
3.3.3.
Organization Views
The following Salesforce views will be available for use. Users can create additional views as needed.
All Organizations
All Nonprofits
All Businesses
All Government
Recently Viewed Organizations
Page 9 of 42
4. Contact Management
4.1.
Overview
The nonprofit template defines Contacts as individuals with whom your organization has a
relationship and can vary depending on the type of business the organization is engaged in.
Contacts can be of one or many different types including but not limited to members, donors,
constituents, students, grantors, grantees, board members, volunteers, etc Typically, Contacts are
referred to as Constituents in the nonprofit vernacular.
4.2.
Contact Management Conventions
4.2.1.
Contact Creation
When creating a new Contact, a user may choose to use the New Contact Tab which will
simultaneously create a Household record along with the new Contact. Alternatively, a user can
create a new Contact from an Organization record. To create a contact from an Organization record,
a user should first go to the specific Organization record and then to the Related List Contact and
select New. This will ensure that the New Contact is properly associated to the appropriate
Organization.
Contacts can be created in one of the following ways:
Initial Data Migration Perform an initial data migration from source systems that are
currently being used to manage information about contacts.
Lead Conversion Some users of the application will have the ability to qualify and convert
leads into organizations, contacts, and donations. During this conversion process, a contact
record will be created and populated with information from the lead record.
Manual Users will have the ability to create contacts using the user interface via the New
Contact Tab or from the Contacts related list of an Organization record.
4.2.2.
Contact Naming
Since the information populated in these fields will be used to develop both Mail Merge and Email
templates going forward, it is important to consider the formal or informal name supplied for the First
and Last name fields.
4.3.
Viewing Contacts
4.3.1.
Contact Views
The following Salesforce views have been made available for use. Users can create additional views
as needed.
All Contacts
Birthdays This Month
New This Week
Page 10 of 42
Recently Viewed Contacts
Page 11 of 42
5. Donation Management
5.1.
Overview
Donations represent any monetary transactions or payments coming in or out. Typically, these are
Donations, Membership Fees, Pledge Payments or anything that represent funds coming in. For
foundations or other granting organizations, Donations are used to track Grant payments; outgoing
funds.
Similar to sales opportunities, nonprofit organizations need to be able to track Donations and who
they are received from, what programs or campaigns they are supporting or what type of
memberships they were, etc. Because donations can be related to contacts, it is easy to use
Salesforce to send out thank-yous, tax deductible receipts, and additional communications. Donation
history information is also useful when planning future appeals or campaigns, membership renewals,
etc.
For those familiar with standard Salesforce terminology, the Donation object is the Opportunity object
renamed. Donation is the more familiar term in the nonprofit vernacular. When working in the Apex
Builder and Help & Training sections of the application, system administrators and users need to
remember to translate the word Opportunity to be Donation.
5.2.
Donation Management Conventions
5.2.1.
Donation Creation
Donations will be created in one of two ways:
Lead conversion - Converting a Lead record to an Donation (as well as an Organization and
Contact).
Manual The user will click Contact Donation or Organization Donation on the Donations
related list of a respective Contact or Organization record to create the new Donation. This
will take the user to the Donation creation screen with some pre-populated information
already filled out for the User.
Ownership of manually created donations can be changed after the donation record has been
created.
5.2.2.
Donation Naming Convention
The naming convention used to create a Donation record depends on where the User is when
creating the Donation, and what type of Donation is being created. Donations should be created by
clicking the custom buttons on the Contact and Organization Layouts. The custom buttons launch SControls, which are coded to create Donation records that follow the following naming convention:
{! Name on Current Record} {! Type of Donation} {! Today}
Page 12 of 42
A few examples of the naming convention are illustrated in the table below. See the Contact Layout
and Organization Layout sections of this document for more information on the custom buttons.
Donation
RecordType
Donation
Layout
Contact
S-Control Naming Standard

{!Contact.FirstName} {!Contact.LastName} Donation - {!Today}
Ex:
Organization
Major Gift
John Doe Donation 4/20/2007

{!Account.Name} Major Gift - {!Today}
Ex:
5.3.
salesforce.com, inc. Major Gift 4/20/2007
Viewing Donations
5.3.1.
Donation Record Types
Not all Donation records are alike. The Donation object is used to track a variety of different donation
and grant types. Therefore, when creating a new Donation choose the proper Record Type that best
identifies the Donation about to be created.
Record Type Name
Comments
Donation
Grant
MajorGift
MatchingDonation
Membership
PledgePayment
Use this record type for standard donations

Use this record type for grant applications
Use this record type for major gift initiatives
Use this record type for matching donations
Use this record type for memberships
Use this record type for pledge payments on a pledge
5.3.2.
Sales Processes
Each different type of Donation record can go through its own unique type of Sales Process. A Sales
Process defines the picklist values of the Stage field. The Stage field tells a user where a Donation
record is in the overall process of closing a Donation.
Four Sales Processes have been defined in the nonprofit template. Each Donation RecordType has
been assigned to use one of the four Sales Processes. The table below shows the relationship
matrix of RecordType to Sales Process.
Record Type Name
Assigned Sales Process
Donation
Grant
MajorGift
MatchingDonation
Membership
PledgePayment
Donations
Grant
Major Gift
Donations
Donations
Donations
Page 13 of 42
5.3.3.
Sales Stages
The donation Stage picklist contains values for different sales stages. Each Sales Process has its
own set of Stage picklist values. The Stage field affects the Probability and Forecast Category values
of a donation. As users change the stage of a donation, the Probability and Forecast Category fields
are automatically changed to the values you specify during setup. The probability field is open for
edits and can be overridden with the default stage/probability combination.
The stage values
described in the table below were created as an overall process description of the various activities
that are performed during the donation process. Stages can be modified if deemed necessary.
Sales Process Name

Donations
Stage Name
Not Posted
Posted
Type
Open
Closed/Won
Probability
0%
100%
Pipeline
Pipeline
Closed
Grant
Prospecting
Qualification
Grant Prep
Grant Submitted
Grant Awarded
Grant Denied
Open
Open
Open
Open
Closed/Won
Closed/Lost
10%
10%
20%
30%
100%
0%
Pipeline
Pipeline
Pipeline
Pipeline
Closed
Omitted
Major Gift
Prospecting
Qualified Interest
Engaged with
Organization
Preparation of Ask
Ask Under Review
Ask Accepted
Ask Denied
Open
Open
10%
20%
Pipeline
Pipeline
Open
40%
Pipeline
Open
Open
Closed/Won
Closed/Lost
50%
60%
100%
0%
Pipeline
Pipeline
Closed
Omitted
5.3.4.
Donation Page Layouts
Page layouts control the layout and organization of fields, web integration links, and related lists.
They also help determine which fields are visible, read-only, and required. The below table identifies
the page layouts set in place in the nonprofit template.
Page Layout Name
Comments
Donation Layout
Grant Layout
Major Gift Layout
Matching Donation Layout
Membership Layout
Used when viewing Donation and PledgePayment records

Used when viewing Grant records
Used when viewing MajorGift records
Used when viewing MatchingDonation records
Used when viewing Membership records
Page 14 of 42
5.3.5.
Donation Views
The following Donation views are available by default. New views can also be created by users.
All Donations
Closing This Month
Matching Donations
Memberships
New This Week
Pending Donations
Recently Viewed Donations
Page 15 of 42
6. Campaign Management
6.1.
Overview
A campaign is an outbound marketing project that you want to plan, manage, and track within
Salesforce. It can be a direct mail program, seminar, print advertisement, email, capital campaign,
annual campaign, gala event, annual event or other type of marketing initiative.
The Campaigns tab displays a home page that lets you quickly locate and report on campaigns. You
can also sort and filter campaigns using standard and custom list views. In addition, this tab lets you
view and edit detailed information on campaigns
6.2.
Campaign Management Conventions
6.2.1.
Campaign Naming
The naming convention of Campaigns is very important. The name of the campaign is the direct link
from a lead/contact to campaign record. Salesforce.com recommends the campaign name
communicate the Type/Location/ Date/and Product/Vertical Focus in the name of the campaign. This
will allow a Marketing Manager to easily identify one campaign from another. Example:
Annual Fundraiser Luncheon 11/1/05
6.2.2.
Campaign Creation and Member Status
A new campaign record should be created for each marketing event or initiative. Salesforce.com
recommends creating campaign templates for the various types of campaigns. For example, if
running web seminars every month, the marketing manager should set up a web seminar template
campaign with all the generic information filled out. Next, in the Advanced Setup function within
campaign list all possible statuses for a web seminar campaign. Once the template is created, each
time the marketing manager runs a new web seminar, he/she can clone the campaign record and
update the name and the appropriate information. Cloning the campaign will ensure the customized
member statuses will be automatically associated to the new seminar campaign. Therefore this will
both save time and decrease the chance of error in manually entering the status. If templates are not
created each time a campaign is created, the member statuses will be added manually. If the
statuses do not match exactly, summary reporting will be difficult because there will be multiple
variations of the same status.
Campaign Type
Member Status
Advertisement
Dinner
Direct Mail
Email
Luncheon
Sent, Responded
Sent, Responded
Sent, Responded
Sent, Responded
Sent, Responded
Page 16 of 42
Other
Seminar / Conference
6.2.3.
Sent, Responded
Sent, Responded
Campaign Parent Campaigns
For campaigns with multi-media, Salesforce recommends adding a custom Text field for the parent
Campaign name. For multiple wave campaigns, Salesforce recommends creating a template for the
Parent Campaign. Parent Campaign name must be the same for all associations. Users can then run
reports and subtotal by this custom Parent Campaign Name, or Group by Parent Campaign Name,
Response, etc. (Example: Trade Shows would be the parent campaign and each individual trade
show would be a child campaign).
6.2.4.
Email Integration Partners
Salesforce.com has email marketing partners that have built-in integration into the campaigns tab of
salsforce.com. ExactTarget (www.exacttarget.com) Got (www.gotcorp.com) and Vertical Response
(www.verticalresponse.com) are three such partners. Although each partner may be different, it is
likely that there is no cost for the integration; only for the use of the email service.
6.3.
Viewing Campaigns
6.3.1.
Campaign Views
The following Campaign views are available by default. Users can create as many new views per the
Marketing teams requirements as needed.
All Active Campaigns

My Active Appeals
Page 17 of 42
7. Lead Management
7.1.
Overview
Salesforce.com defines a Lead as an unqualified individual/business that has expressed an interest

in your service, product or organization.
Leads are typically used to capture information on businesses or donors even before they can be
considered a prospect. The Lead record is then used to qualify a prospect. A qualified lead can be
turned into an Organization, Contact, and optionally a Donation where it can be even further qualified
and turned into an active donor and continue down the donation management process. Nonprofits
commonly use leads to take in volunteers before elevating the lead to full Contact status.
The information pertaining Lead records often come from sources such as business cards, a
business review list [i.e. Fortune 500], purchased lists, or research websites. However, Leads can
also be contacts from a fundraiser luncheon or another networking event.
7.2.
Lead Management Process
7.2.1.
Lead Creation
Leads can be created in one of the following ways:
Initial Data Migration Perform an initial data migration from current source systems that
being used to manage information about leads.
Manual Users will have the ability to create leads manually from the Leads tab.
Import - Users with appropriate access will have the ability to import leads through
Salesforces Lead import wizard. This will enable users to import leads from standard lead
lists maintained in Excel and other sources. Ownership of imported leads can be assigned
on the records to be imported.
Web-To-Lead The Web-to-Lead feature in Salesforce allows an organization to
automatically post leads from an external website directly into the Salesforce application.
7.2.2.
Lead Conversion
Leads can manually be entered into Salesforce via the Leads tab. From there, once a lead has been
qualified it can be converted by clicking on the Convert button. Alternatively, the nonprofit
template includes customized functionality to help you rapidly convert multiple leads simultaneously
and efficiently. See the Lead Conversion Tab for more information on this customized functionality.
Page 18 of 42
7.2.3.
Web-to-Lead
The web-to-lead functionality can be enabled for use in easily integrating your organizations website
to Salesforce. This can be especially helpful for nonprofits if they plan to use their website to capture
volunteer requests.
Salesforce provides a mechanism so that anyone with System Admin privileges can generate an
HTML lead capture form once the desired custom fields have been added to the Lead object. Your
organization can then take the Salesforce generated web-to-lead form and embed it into your
organizations website instantly begin capturing leads (be it for volunteer requests or other needs).
For more information on web-to-lead, login to Salesforce and go to Setup > Customize > Lead >
Web-to-Lead.
7.3.
Viewing Leads
7.3.1.
Lead Views
My Open Leads
All Open Leads
Recently Viewed Leads
Todays Leads
Page 19 of 42
8. Custom Objects and Tabs

Custom objects are custom-defined Salesforce entities that allow you to store information unique to
your organization. Custom objects are often likened to a custom database table, though one should
really think of a custom object as an entire framework of functionality that is built around a custom
table. In the case of the nonprofit template, custom objects are used to track information and
relationships that are more common to nonprofit organizations.
Creating custom objects in Salesforce is quite simple. Just go to Setup > Build > Custom Objects
and click the New button to walk through the creation wizard. For more information on custom
objects refer to the online help by clicking the Help & Training link at the top of the screen when
logged into Salesforce.
8.1.
8.1.1.
Contact Connection Custom Object
Overview
The Contact Connector object allows a user to establish any number of relationships between
different contacts as well as between contacts and organizations. The object allows a user to capture
the dynamic relationships between constituents and share the captured relationships with other
Salesforce users.
8.1.2.
Creation
A Contact Connection record can be created by any user. The connection will be created by the
following method:
8.1.3.
Manual The user can click the Create Connection button on the Contact Layout or
Organization Layout, fill out the connection information form that appears, and click Save.
Naming Conventions
The ID field will uniquely identify each record.

Naming Standard
Auto-Number: CC-{0000}
Page 20 of 42
8.1.4.
Fields
The following are the fields represented in the Contact Connector custom object:
Field Name
Type
Contact
Related Organization
Related Contact
Description
End Date
Start Date
Name
Role/Title
Status
Master-Detail (Contact)
Lookup (Organization)
Lookup (Contact)
Long Text Area (32000)
Date
Date
Auto-generated Number
Text (255)
Picklist
8.2.
8.2.1.
Recurring Donation Custom Object
Overview
Recurring Donations are used to group individual donations together under a single entity. When an
individual or Organization agrees to make a donation that is given in installments over a period of
time, typically from an online billing system, a Recurring Donation record should be setup to track
each installment for the overall donation. As the regular individual donation payments are received,
these are logged (as new Donation records) under the parent Recurring Donation record.
8.2.2.
Creation
A Recurring Donation can be created by any user. The record will be created by the following
method:
8.2.3.
Manual The user will click on the Contact Recurring Donation or Organization Recurring
Donation button on the Donations related list of the Contact Layout and Organization Layout
respectively. After clicking the button, the user is taken to the semi-pre-populated Recurring
Donation form to complete the rest of the Recurring Donation information.
Naming Conventions
The following convention should be used when creating new Recurring Donation records.
Naming Standard
{! Name on Contact or Organization} Recurring Donation {! Today}
Page 21 of 42
8.3.
8.3.1.
Pledges Custom Object
Overview
Pledges are used to group individual donations together under a single entity. Pledges are
commitments made by contacts to make a donation/payment over a period of time or a series of
installments. As individual pledge payments are received they are logged (as new Donation records)
under the parent Pledge record.
8.3.2.
Creation
A Pledge record can be created by any user. The record will be created by the following method:
8.3.3.
Manual The user will click Setup Pledge on the Organization Layout or Contact Layout to
create the Pledge record.
Naming Conventions
The following convention should be used when creating new Pledge records.
Naming Standard
{! Name on Contact or Organization} Pledge Started {! Today}
8.4.
8.4.1.
Households Custom Object
Overview
The Household represents the primary physical residence of all Contacts that live there. The nonprofit
template provides functionality that creates new Contacts within Households, allows a user to share
or copy addresses from contact to household or from household to contact. The nonprofit template
also provides functionality to simplify communication to the groups of contacts within a household.
8.4.2.
Creation
A Household record can be created by any user. The record will be created by the following method:
Manual The user will click New on the Household tab and fill out and save the form
presented.
Auto The New Contact tab s-control will automatically create a Household record when a
user uses the New Contact tab to create a new contact record (or two). The Household
record created by the S-Control will follow the naming convention outlined in the following
section.
8.4.3.
Naming Conventions
The following conventions should be used when creating new Household records.
Page 22 of 42
Naming Standard Singular Contact

{! Title} {! Contact First Name} {! Contact Last Name} Household
Naming Standard Multiple Contacts
Mr & Mrs {! Contact First Name} {! Contact Last Name} Household
8.5.
8.5.1.
New Contact Custom Tab
Overview
The New Contact custom tab is a web tab that launches an S-Control by the name of
Households_Create_Contact_and_Household_from_Tab. The S-Control presents an HTML form for
the user to fill out. When the user has filled the form out and clicks the Save button the S-Control
will then create a Contact (or two if user filled out info for a second contact) as well as a Household
record. The user is then navigated to the primary Contact record so the user can view the new
Contact record in Edit mode. The record is displayed in Edit mode so the user can easily populate
any additional Contact custom fields that they have added to the Contact object that do not appear on
the S-Control form.
Remember, adding any *required* custom fields to the Contact or Household object will also require
updating the S-Control used by the New Contact tab. If the custom fields are required on the Page
Layout only, not at the database level using the required checkbox during field creation, then it is not
necessary to update the S-Control.
8.6.
8.6.1.
Lead Conversion Custom Tab
Overview
The Lead Conversion custom tab is a web tab that launches an S-Control by the name of
LeadConversion. The S-Control is free software created by Steve Andersen of ONE/Northwest; you
can redistribute it and/or modify it under the terms of the GNU General Public License as published
by the Free Software Foundation; either version 2 of the License, or (at your option) any later version.
The S-Control handles lead conversion and can also be a part of a process for importing online
payments generated at an outside service. The steps in the overall process are as follows:
1. Importing Online Payments to Lead Objects
2. Comma Separated Values (CSV) file of payments is downloaded from online donation
service (PayPal, DonateNow, AuctionPay, etc.)
3. CSV is imported to Leads via Lead Import process at salesforce.com
4. Converting Leads to Contacts, Organizations, and Donations
5. Leads Conversion tab (this S-Control) lists all open Leads, showing payment info if exists
6. User attempts to match each Lead to an existing Contact with same email address or same
last name
7. If match is found, Lead is merged with Contact, and a closed Donation is created if necessary
Page 23 of 42
8. If user found no match, Lead is converted to new Contact and a closed Donation is created
for that converted Contact.
9. User is presented with links to Contact and Donation
Because of the manual import of online donations as Leads, the S-Control can work with online
donations from any service that allows export to CSV.
8.7.
8.7.1.
About Lead Conversion Custom Tab
Overview
The About Lead Conversion custom tab is a web tab that launches an S-Control that displays
information about the purpose and usage of the Lead Conversion custom tab. The tab is for
informational purposes only and no processes rely on the About Lead Conversion custom tab.
Page 24 of 42
9. Custom Reports
9.1.
Overview
Salesforce comes with many useful standard reports and dashboards. This section intends to outline
the custom reports that have been pre-created to address some common specific needs of
nonprofits.
Understanding how to use reports and create custom reports is crucial to success. See the Free Online Training section of this document for more information on where to find fundamental reporting
training.
9.1.1.
Dashboard Donation History - by Contact

Donation History - by Contact shows all closed donations by contact
Donation History - by Household shows all closed donations by household
Donation History - by Organization shows all closed donations by organization
Donation Pipeline By Month report of all donations by month for current and next fiscal
quarter
Donation Pipeline by Stage report of all donations by stage for current and next fiscal
quarter
Donations in Last 60 Days
Membership History - by Contact shows all memberships by contact
Most Generous Organizations Which organizations are donating the most?
Pending Donations - by Organization shows all pending donations by organization
9.1.2.
Link Reports - only use with the custom Contact and Organization buttons
Contact Connections Report used to show all connections by contact

Contacts by Organization report of all contacts within a specific organization
Donation History by Contact report of all closed donations by contact
Donation History by Organization report of all closed donations by organization
Organization Connections Report used to show all connections by organization
9.1.3.
Donation Reports
Contacts & Organizations
All Businesses list of all business organizations

All Contacts list of all contacts
All Foundations list of all foundation organizations
All Government list of all gonverment organizations
All Nonprofits list of all nonprofit organizations
All Organizations list of all organizations
Page 25 of 42
10.
Custom Workflow
10.1. Overview
Workflow rules can be created to help automate field updates, email alerts, and follow-up tasks.
Nonprofits would typically use workflow for cases like automatically creating a follow-up task
whenever a donation is submitted, or automatically updating a major gift donation status to ASK.
The nonprofit template has some workflow rules already created which are outlined below. System
Administrators can also create other workflow rules to help automate their application further.
10.2. Workflow Rules

10.2.1. Send Acknowledgement Letter
Description
Object
Type
Criteria
Workflow Actions
Used to remind donation owner to send acknowledgement for any donations

that are Posted / Closed Won.
Donation (Opportunity)
When a record is created, or when a record is edited and did not previously
meet the rule criteria
Opportunity: Stage equals Closed Won,Posted
Send Acknowledgement
10.3. Workflow Tasks

10.3.1. Send Acknowledgement
Comments
Object
Assigned To
Status
Priority
Due Date
Notify Assignee
Used In Rules
Used to remind donation owner to send acknowledgement for any donations

that are Posted / Closed Won.
Donation (Opportunity)
Donation Owner (Opportunity Owner)
Not Started
Normal
Rule Trigger Date + 7 days
True
Send Acknowledgement Letter
10.3.2. Send Birthday Email

Comments
Object
Assigned To
Status
Priority
Due Date
Notify Assignee
Used In Rules
Contact
Contact Owner
Not Started
Normal
Rule Trigger Date - 5 days
True
Page 26 of 42
Page 27 of 42
11.
Training Recommendations
11.1. Overview
The training of personnel is critical to the overall implementation effort and broad adoption of
Application across the enterprise. Various training options are available to nonprofit organizations.
Our recommended approach is to take advantage of the free on-line training as well as send at least
1 System Administrator to Administrator Essentials training. Details on both of these trainings are
available below.
Salesforce.com also offers a variety of other for-fee instructor led and virtually led training classes. In
some cases the free on-line classes may suffice depending upon the level of sophistication of your
Application usage. In many other cases however a combination of free and paid training classes are
appropriate.
11.1.1.
Free On-line Training
To dive right in to using salesforce.com, log in to your organization with your user name and
password and click the Help & Training link on the top right hand corner of your screen. Select the
training tab, and then view the courses available for the role of System Administrator. Select the
training you are interested in and complete the necessary steps to view the training. Please ensure
the person responsible for setting up your Salesforce organization takes the following system
administrator trainings:
Salesforce Fundamentals
Admin Fundamentals: Setup
Admin Fundamentals: Customize
Reporting Fundamentals
11.1.2. ADM-261 Salesforce: Administrator Essentials (EE/UE)

Nonprofits are eligible to send one person from their organization to a live, 4-day Administrator
Workshop valued at $2500 when a seat is available in the chosen class. The workshop is designed
for the person responsible for the overall setup and maintenance of Salesforce. The workshop is a
comprehensive, hands-on, multi-day workshop where participants learn and practice setting up,
configuring, and maintaining Salesforce for optimal results.
To register for the Administrator Workshop, log in to your Salesforce organization and click the Help &
Training link on the top right side of your screen. Select the training tab, and then view the courses
available for the role of System Administrator. Complete the online registration for the Administrator
Workshop and Nonprofit in the promotion code box. The Education Services team will contact you
to confirm if there is space available in the class for which you have registered.
Page 28 of 42
12.
Custom Button Quick Reference
The following screenshots provide a visual aid to jump to the detailed explanation of each button.
Follow the available hyperlinks to jump to a more detailed explanation of the functionality within the
document.
12.1. Campaign Layout

12.1.1. Detail Page Buttons
Generate Mailing Labels

o Launches S-Control
12.1.2. Detail Page Link
View All Campaign Members

o URL to the Campaign Call Down report
12.2. Contact Layout

Create Connection
View Connections
o URL to a Report that displays connections between contacts and organizations
Setup Pledge
Setup Recurring Donation
12.2.2. Image Buttons
Create Household for this Contact

Page 29 of 42
Copy Contact Address to Household
12.2.3. Donations Related List Buttons
Contact Donation
Contact Membership
Contact Pledge Payment
Contact Donation History
o URL to a Report that displays donation history of the current contact
Contact Grant (not visible by default)
Contact Major Gift (not visible by default)
Contact Matching (not visible by default)
12.3. Organization Layout

Generate Mailing Labels

Create Connection
View Connections
o URL to a Report that displays connections between contacts and organizations
Setup Pledge
Setup Recurring Donation
12.3.2. Contacts Related List Buttons
All Contacts in this Organization

o URL to a Report that displays contacts associated to the current organization
Page 30 of 42
12.3.3. Donations Related List Buttons
Organization Donation
Organization Pledge Payment
Organization Donation History
o URL to a Report that displays donation history of the current organization
Organization Membership (not visible by default)
Organization Grant (not visible by default)
Organization Major Gift (not visible by default)
Organization Matching (not visible by default)
12.4. Pledges Layout

Pledge Payment
12.5. Recurring Donation Layout

New Donation
Page 31 of 42
13.
Custom S-Controls
An s-control is an HTML page that is rendered within the Apex platform user interface layer. This is
accomplished by creating a portion of the user interface using an IFrame and publishing your HTML
page in that IFrame. There are very few restrictions on what can be contained in the HTML that is
hosted by that IFrame. An s-control can run JavaScript, embed ActiveX or Java applets, or even
Flash.Whatever is appropriate for an HTML page is generally acceptable as an s-control. With the
AJAX Toolkit, one can create an s-control page that contains API calls and processes Salesforce
data.
Several s-controls have already been created in the nonprofit template. Though technical in nature,
the following sections intend to provide a reference to help developers understand the s-controls that
are part of the template.
13.1. Quick View

This table provides a brief snapshot of all custom S-Controls that come as part of the nonprofit
template. You can use this table to quickly link to a more detailed description of each S-Control
within the document.
#
1
Name
ContactConnectionCreatefromContact
ContactConnectionCreatefromOrganization
CreateHouseholdforContact
Donation_Create_from_Contact
Donation_Create_from_Organization
Donation_Create_from_Recurring_Donation
Donation_Create_Grant_from_Contact
Donation_Create_Grant_from_Organization
Donation_Create_Major_Gift_from_Contact
10
Donation_Create_Major_Gift_from_Organization
11
Donation_Create_Matching_from_Contact
12
Donation_Create_Matching_from_Organization
13
Donation_Create_Membership_from_Contact
14
Donation_Create_Membership_from_Organization
15
Donation_Create_Pledge_Payment_from_Contact
Description
used to create new contact
connection from contact
used to create new contact
connection from organization
used to create a new household for
a contact
used to create new donation from
contact record
organization record
recurring donation record
used to create new grant application
from contact record
used to create new grant application
from organization
used to create new major gift from
contact record
used to create new major gift from
organization
contact record
organization record
used to create new membership
from contact record
used to create new membership
from organization record
used to create new pledge payment
Page 32 of 42
16
Donation_Create_Pledge_Payment_from_Organization
17
Donation_Create_Pledge_Payment_from_Pledge_Object
18
19
20
Donation_Set_up_Pledge_from_Contact
DonationSetupPledgefromOrganization
Donation_Setup_Recurring_from_Contact
21
DonationSetupRecurringfromOrganization
22
GenerateMailingLabels
23
Households_CopyAddressbetweenContactandHousehold
24
Households_Create_Contact_and_Household_from_Tab
25
LeadConversion
26
LeadConversionAbout
27
LeadConversionSplashScreen
28
RecordTypesLookup
from contact record

from organization record
from pledge record
Set up pledge for pledge payments
used to create new recurring
donation from contact record
used to create new recurring
donation from organization
Generate Avery format Mailing
Labels from an Organization or
Campaign object.
Use this as a custom link for
copying an address from a
Household to a Contact, or the other
way around.
A tab for creating a Contact (or two)
along with a Household
Sick of converting leads the old
fashioned way? The AJAX interface
of this lead conversion utility will
make lead conversion fun again.
Plus, create Donations for leads that
have Donation data associated with
them--i.e.
importing
online
donations.
This S-Control displays a lengthier
explanation of the purpose of the
Lead Conversion Tab for reference
purposes
This splash page S-Control gives a
very brief one-time description of the
purpose of the Lead Conversion
Tab
return record type id's given record
type name
13.2. ContactConnectionCreatefromContact
13.2.1.
Description
Type
Used Where
Summary
used to create new contact connection from contact
HTML
Contact Layout
Create_Connection (Detail Page Button)
Back to Quick View
Details
Page 33 of 42
13.3. ContactConnectionCreatefromOrganization
13.3.1.
Description
Type
Used Where
Summary
used to create new contact connection from organization
HTML
Organization Layout
Create_Connection (Detail Page Button)
Back to Quick View
Details
13.4. CreateHouseholdforContact
13.4.1.
Description
Type
Used Where
Summary
Used to create a household for a contact
HTML
Contact Layout
Create Household for this Contact (Image Button)
Back to Quick View
Details
13.5. Donation_Create_from_Contact
13.5.1.
Description
Type
Used Where
Summary
used to create new donation from contact record
HTML
Contact Layout
Contact_Donation (List Button)
Back to Quick View
Details
13.6. Donation_Create_from_Organization
13.6.1.
Description
Type
Summary
used to create new donation from organization record
HTML
Page 34 of 42
Used Where
Organization Layout
Organization_Donation (List Button)
Back to Quick View
Details
13.7. Donation_Create_from_Recurring_Donation
13.7.1.
Description
Type
Used Where
Summary
used to create new donation from recurring donation record
HTML
Recurring Donation Layout
New_Donation (Detail Page Button)
Back to Quick View
Details
13.8. Donation_Create_Grant_from_Contact
13.8.1.
Description
Type
Used Where
Summary
used to create new grant application from contact record
HTML
Contact Layout : Donations Related List
Contact_Grant (List Button) (not visible by default)
Back to Quick View
Details
13.9. Donation_Create_Grant_from_Organization
13.9.1.
Description
Type
Used Where
Summary
used to create new major gift from organization
HTML
Organization Layout : Donations Related List
Organization_Grant (List Button) (not visible by default)
Back to Quick View
Details
Page 35 of 42
13.10. Donation_Create_Major_Gift_from_Contact
13.10.1.
Description
Type
Used Where
Summary
used to create new major gift from contact record
HTML
Contact_Major_Gift (List Button) (not visible by default)
Back to Quick View
Details
13.11. Donation_Create_Major_Gift_from_Organization
13.11.1.
Description
Type
Used Where
Summary
used to create new major gift from organization
HTML
Organization_Major_Gift (List Button) (not visible by default)
Back to Quick View
Details
13.12. Donation_Create_Matching_from_Contact
13.12.1.
Description
Type
Used Where
Summary
used to create new donation from contact record
HTML
Contact_Matching (List Button) (not visible by default)
Back to Quick View
Details
13.13. Donation_Create_Matching_from_Organization
13.13.1.
Description
Type
Used Where
Summary
used to create new donation from organization record
HTML
Organization_Matching (List Button) (not visible by default)
Page 36 of 42
Back to Quick View

Details
13.14. Donation_Create_Membership_from_Contact
13.14.1.
Description
Type
Used Where
Summary
used to create new membership from contact record
HTML
Contact_Membership (List Button)
Back to Quick View
Details
13.15. Donation_Create_Membership_from_Organization
13.15.1.
Description
Type
Used Where
Summary
used to create new membership from organization record
HTML
Organization_Membership (List Button) (not visible by default)
Back to Quick View
Details
13.16. Donation_Create_Pledge_Payment_from_Contact
13.16.1.
Description
Type
Used Where
Summary
used to create new pledge payment from contact record
HTML
Contact_Pledge_Payment (List Button)
Back to Quick View
Details
Page 37 of 42
13.17. Donation_Create_Pledge_Payment_from_Organization
13.17.1.
Description
Type
Used Where
Summary
used to create new pledge payment from organization record
HTML
Organization_Pledge_Payment (List Button)
Back to Quick View
Details
13.18. Donation_Create_Pledge_Payment_from_Pledge_Object
13.18.1.
Description
Type
Used Where
Summary
used to create new pledge payment from pledge record
HTML
Pledges Layout
Pledge_Payment (Detail Page Button)
Back to Quick View
Details
13.19. Donation_Set_up_Pledge_from_Contact
13.19.1.
Description
Type
Used Where
Summary
HTML
Contact Layout
Contact_Pledge (Detail Page Button)
Back to Quick View
Details
13.20. DonationSetupPledgefromOrganization
13.20.1.
Description
Type
Used Where
Summary
HTML
Organization Layout
Page 38 of 42
Organization_Pledge (Detail Page Button)

Back to Quick View
Details
13.21. Donation_Setup_Recurring_from_Contact
13.21.1.
Description
Type
Used Where
Summary
used to create new recurring donation from contact record
HTML
Contact Layout
Contact_Recurring_Donation (Detail Page Button)
Back to Quick View
Details
13.22. DonationSetupRecurringfromOrganization
13.22.1.
Description
Type
Used Where
Summary
used to create new recurring donation from organization
HTML
Organization Layout
Organization_Recurring_Donation (Detail Page Button)
Back to Quick View
Details
13.23. GenerateMailingLabels
13.23.1.
Description
Type
Used Where
Summary
Generate Avery format Mailing Labels from an Organization or Campaign object.
HTML
Campaign Layout
Organization Layout
GenerateMailingLabels (Detail Page Button)
Back to Quick View
Details
Page 39 of 42
13.24. Households_CopyAddressbetweenContactandHousehold
13.24.1.
Description
Type
Used
Where
Summary
Use this as a custom link for copying an address from a Household to a Contact, or the
other way around.
HTML
Contact Layout
Copy Contact Address to Household (Image Button)
Back to Quick View
Details
13.25. Households_Create_Contact_and_Household_from_Tab
13.25.1.
Summary
A tab for creating a Contact (or two) along with a Household
HTML
New_Contact Tab
Description
Type
Used Where
Back to Quick View

Details
13.26. LeadConversion
13.26.1.
Description
Type
Used
Where
Summary
Sick of converting leads the old fashioned way? The AJAX interface of this lead
conversion utility will make lead conversion fun again. Plus, create Donations for leads
that have Donation data associated with them--i.e. importing online donations.
HTML
Lead_Conversion Tab
Back to Quick View

Details
OptionalCustomizations:
Add custom fields to the Lead object to capture online payment information.
For example, "Donation_Close_Date__c" and "Donation_Amount__c" for
close date and amount of Donation
Search for CONSTANT to find where code changes are necessary
Install this code, making necessary changes to constants and adding any
additional fields you want
Important: Enter the values for open and closed leads into the S-Control code
Page 40 of 42
13.27. LeadConversionAbout
13.27.1.
Description
Type
Used
Where
Summary
This S-Control displays a lengthier explanation of the purpose of the Lead Conversion
Tab for reference purposes
HTML
About_Lead_Conversion Tab
Back to Quick View

With the Rapid Lead Converter and Online Payment Importer you can convert Leads
to Contacts much faster than in the Salesforce.com UI. Merge your Lead with an
existing Contact if a match is found, or create a new one. At the same time you create
a new Contact, create an Organization and Household if you wish. Plus, you can
create closed Opportunites for Leads if you supply an Donation Amount and Date. This
is great for importing payments from online services like PayPal. Nonprofits can use
this to quickly bring online donation data into Salesforce.com, eliminating duplicate
data, and creating Organization and Household information automatically.
Details
If your organization is a nonprofit, this application is a great way to get online

donations into Salesforce.com. Just download your online donation transactions to a
CSV file, then upload them with the Lead Import Wizard. Now they'll be available for
conversion into Contacts, with automatic creation of Donations!
This application will allow you to:
Significantly cut Lead processing time

Use Leads for importing online payments
Wonder how you lasted so long doing Lead conversion the old way
13.28. LeadConversionSplashScreen
13.28.1.
Description
Type
Used
Where
Summary
This splash page S-Control gives a very brief one-time description of the purpose of
the Lead Conversion Tab
HTML
About_Lead_Conversion Tab
LeadConversionSplash (Custom Link)
Back to Quick View
Details
Sick of converting leads the old fashioned way? The AJAX interface of this lead
conversion utility will make lead conversion fun again. Plus, create Donations for leads
that have Donation data associated with them--i.e. importing online donations.
Additional Help and Training
Page 41 of 42
There is no additional help on the Lead Conversion Tab as it is made available

for free
13.29. RecordTypesLookup
13.29.1.
Description
Type
Used Where
Summary
return record type id's given record type name
Snippet
Used in the following Custom S-Controls:
Donation_Create_Major_Gift_from_Organization
Donation_Create_Pledge_Payment_from_Organization
Donation_Create_Pledge_Payment_from_Contact
Donation_Create_Membership_from_Contact
Donation_Create_Matching_from_Contact
Donation_Create_Grant_from_Contact
Donation_Create_Major_Gift_from_Contact
Donation_Create_Pledge_Payment_from_Pledge_Object
Donation_Create_Matching_from_Organization
Donation_Create_from_Contact
Donation_Create_Membership_from_Organization
Donation_Create_from_Recurring_Donation
Donation_Create_Grant_from_Organization
Donation_Create_from_Organization
Back to Quick View
Details
Page 42 of 42

Nonprofit Success

Загружено:

Сведения о документе

Авторское право

Доступные форматы

Поделиться этим документом

Поделиться или встроить документ

Параметры публикации

Этот документ был вам полезен?

Это неприемлемый материал?

Авторское право:

Доступные форматы

Nonprofit Success

Загружено:

Авторское право:

Доступные форматы

Nonprofit Guide: Spring 07

3.1. Overview ............................................................................................................................... 7

4.1. Overview ............................................................................................................................. 10

5.1. Overview ............................................................................................................................. 12

6.1. Overview ............................................................................................................................. 16

7.1. Overview ............................................................................................................................. 18

Custom Objects and Tabs......................................................................................................... 20

Contact Connection Custom Object.................................................................................... 20

Custom Reports ......................................................................................................................... 25

Custom Workflow ...................................................................................................................... 26

Custom Button Quick Reference ............................................................................................. 29

Campaign Layout ................................................................................................................ 29

Custom S-Controls .................................................................................................................... 32

Organization Management Conventions

Organizations can be created in one of the following ways:

Organization Record Types

Use this record type for corporations or small businesses

Organization Page Layouts

Page Layout Name

Used only when viewing the Individual Organization record,

Contact Management Conventions

Recently Viewed Contacts

Donation Management Conventions

Donations will be created in one of two ways:

Donation Naming Convention

S-Control Naming Standard

John Doe Donation 4/20/2007

salesforce.com, inc. Major Gift 4/20/2007

Donation Record Types

Use this record type for standard donations

Assigned Sales Process

Sales Process Name

Donation Page Layouts

Used when viewing Donation and PledgePayment records

Campaign Management Conventions

Campaign Creation and Member Status

Campaign Parent Campaigns

Email Integration Partners

All Active Campaigns

Salesforce.com defines a Lead as an unqualified individual/business that has expressed an interest

Lead Management Process

Leads can be created in one of the following ways:

8. Custom Objects and Tabs

Contact Connection Custom Object

The ID field will uniquely identify each record.

Recurring Donation Custom Object

Pledges Custom Object

Households Custom Object

Naming Standard Singular Contact

New Contact Custom Tab

Lead Conversion Custom Tab

About Lead Conversion Custom Tab

Dashboard Donation History - by Contact

Contact Connections Report used to show all connections by contact

Contacts & Organizations

All Businesses list of all business organizations

10.2. Workflow Rules

Used to remind donation owner to send acknowledgement for any donations

10.3. Workflow Tasks

Used to remind donation owner to send acknowledgement for any donations

10.3.2. Send Birthday Email

Free On-line Training

Admin Fundamentals: Setup

Admin Fundamentals: Customize