This video explains how to manage donations within Salesforce.
- [Instructor] Salesforce with Nonprofit Success Pack…makes tracking donations easy.…Let's cover the following donation types.…We'll cover a general donation, recurring donations,…soft credits, grants, in-kind gifts, major gifts,…matching gifts, and memberships.…A donation is associated with a contact,…so let's click on the Contacts tab…and we'll select a contact.…Then we'll click New Donation from the right.…
Let's complete the details in the box that pops up.…An Opportunity Name fills automatically…for tracking purposes.…The Close Date is when we'd expect to receive the donation…and here's the Stage.…The current stage can be changed.…Now, Posted means we've received the money…and there are other stages here as well.…Then we can go ahead and fill in the amount.…Optionally, we can add a campaign name to the donation…for tracking purposes.…
Then let's click Save.…After saving, Salesforce adds a payment record…that displays in the Household Donation list section.…Let me show it to you.…Let's scroll back up…and let's click on the Related tab.…
Author
Released
8/31/2017- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Duration
Views
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Introduction
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Welcome2m 5s
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Salesforce help2m 58s
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1. Getting Started
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Team buy-in2m 9s
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Grant application2m 59s
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2. Working with Salesforce
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Profiles3m 12s
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Permission sets3m 43s
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Managing users6m 1s
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Apps and branding5m 17s
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Calendars2m 37s
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3. Working with Data
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Accounts4m 12s
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Leads5m 54s
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Contacts4m 46s
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Activities5m 6s
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Donation management4m 48s
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Importing records2m 48s
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4. Tools for Success
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Chatter6m
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Cases3m 34s
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Email templates5m 31s
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Files5m 6s
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Email clients3m 34s
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5. Measuring Success
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Campaigns4m 10s
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Reporting4m 57s
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Dashboards3m 31s
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Conclusion
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Next steps1m 17s
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Video: Donation management