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:

  • Pre-pledge which is called “prospecting” in the NPSP
  • Pledged where the gift has been pledged but not received, and
  • Posted which is how the NPSP refers to donations that have been received

In this video we focus on how to customize this object to track gifts received as this is the most common use-case amongst non-profits.

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