Creating and Tracking a Fundraising Campaign

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This video demonstrates how to create and track a fundraising campaign in Salesforce. After watching this video, you should be able to do the following:

  • Create a Salesforce Campaign
  • Add supporters to your Campaign
  • Attribute donations to your Campaign
  • Update supporter Campaign statuses
  • View important Campaign metrics

Soft Credits and Donation Workflows - Two New Videos!

Today we release two more videos in our series on Managing donations in Salesforce. Read more »

Donation Workflows in Salesforce

Donation Workflows in Salesforce
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In this video, we cover how Salesforce workflows can help your best relationship management process happen every time.

Soft Credits in Salesforce and the Nonprofit Starter Pack

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Soft Credits in Salesforce and the Nonprofit Starter Pack covers how to recognize supporters for helping generate important contributions from a third-party.

Customize Donation Tracking in Salesforce

September brings a change of seasons in more ways than one.  For fundraisers, the summer of planning is over and end-of-year fundraising begins. As part of this transition, is happy to release two new videos for the fall that help nonprofits customize how donations are tracked in Salesforce. Read more »

Donation Types in Salesforce donation types in Salesforce
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The nonprofit starter pack comes with four pre-defined types of donations. You might have noticed these types in your own Salesforce when creating a new donation.  The default types of donations are:

  • Donation
  • Grant
  • Major Gift
  • Matching Gift

The NPSP uses the Salesforce feature called, Record Types to track types of donations.  In this video we cover how-to create new record types and customize the layout, fields, record security and other options around a new type of donation. 

Customize Donations in Salesforce
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In the Salesforce Nonprofit Starter Pack the standard feature for recording and tracking gifts is called Donations. This object is originally the “opportunity” object from the business version of Salesforce. It can be used track a gift throughout the entire lifecycle including: Read more »

Salesforce Training: Managing Donations

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This training video shows how-to manage donations in Salesforce and the Nonprofit Starter Pack.  Read more »

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