forcify.me-customize-donations-in-Salesforce

 
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:

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Salesforce Dashboards for Nonprofits Overview

This first video in the training series, Reporting Dashboards in Salesforce, covers from a Nonprofit's perspective how Dashboards work and how-to create a new Salesforce dashboard. 
 
NEXT VIDEO » DASHBOARD COMPONENTS

7m:13s
Salesforce Video Training on Dashboard Chart Types.

 
This third video in the training series, Reporting Dashboards in Salesforce, is a quick overview on when to use what chart type. 
 
NEXT VIDEO » DASHBOARD FILTERS

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Salesforce Dashboard Filters for Nonprofits

This fourth video in the training series, Reporting Dashboards in Salesforce, covers how to work with Dashboard Filters to modify the dataset on-the-fly.  
 
NEXT VIDEO » TABULAR REPORTS FOR DASHBOARDS

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Salesforce Dashboards - Using Tabular Reports

This fifth video in the training series, Reporting Dashboards in Salesforce, covers how to use Tabular reports as Dashboard components.  

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Salesforce Dashboard Components for Nonprofits

This second video in the training series, Reporting Dashboards in Salesforce, covers how to create and edit Dashboard components as well as the use-cases for each chart type.  
 
NEXT VIDEO » DASHBOARD CHART TYPES

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