How to Create the Gauge Dashboard Component in Salesforce?
- Click "New Dashboard" to create a dashboard.
- Drag and drop the Guage component.
- Drag and drop the report from the "Data Sources".
- Click the "Attributes" icon to edit the break points.
- Enter the break points and click "Ok" button.
- Find the Campaign or Recurring Donation record you want to allocate.
- Click the Related tab.
- On the GAU Allocations related list, click Manage Allocations.
- Enter the name of the GAU.
- Enter either the amount or the percent you want to place in that GAU.
What is default Gau in Salesforce?
A default GAU comes in handy when you want to run reports in Salesforce. For example, if you wanted to report on all of your donations (not just those allocated to particular GAUs), you could run a report that included information about allocated donations and donations to the default GAU (often called a General Fund or Unrestricted GAU).
How to automate Gau allocation in Salesforce nonprofit Cloud?
Salesforce Nonprofit Cloud gives us a couple of ways to automate this by setting a default GAU which will automatically create an allocation for every opportunity -or- Setting up a mapping from Campaign to GAU so that if a donation is linked to a campaign, a GAU allocation will be automatically created to that GAU.
What is a Gau and how do I use it?
A GAU is a fund where you can account for money set aside for a specific use or to meet restrictions set by the donor, grant authority, governing agency, or required by law. Nonprofit Success Pack’s GAU allocations function gives you the ability to split funds that you record as opportunities between one or more GAUs.
How do I find out if a Gau has been allocated?
Block 1: Get Records: Find GAU Allocations. This searches all GAU allocations for ones that map to the opportunity Block 2: Decision: If any allocations are found… Step 3: Create a process builder that checks to see if the “GAU Override” field is not blank.
How to find GAU rollups?
What is a GAU in NPSP?
How many GAUs are there in NPSP?
Can you allocate donations from GAU?
Can you edit a GAU record?
Can you create additional GAUs?
Can you allocate all of a campaign's opportunities for the same purpose?
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How do I set up Gau?
Let's do that now.Find and select NPSP Settings from the App Launcher ( ).Click Donations.Click GAU Allocations.Click Edit.In the Default Allocations Setting area, check the Default Allocations Enabled checkbox.Find and select the GAU you want in the Default General Accounting Unit field. ... Click Save.
What is a Gau in Salesforce?
0:0814:31Salesforce NPSP - General Accounting Unit & GAU AllocationsYouTubeStart of suggested clipEnd of suggested clipAll right configure gau allocations and payments so what are gau allocations gau stands for generalMoreAll right configure gau allocations and payments so what are gau allocations gau stands for general accounting unit so basically this is how you can designate funds into special designation. So for
What is the nonprofit success pack?
The Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce Enterprise Edition. NPSP is preconfigured for nonprofits as an-easy-to-use fundraising and constituent management application, designed to make the daily life of nonprofits a little easier.
How do you send an email acknowledgment for a single opportunity record?
This article contains these sections: Email an Acknowledgment for a Single Opportunity Record....Email an Acknowledgment for a Single Opportunity RecordNavigate to the Opportunity detail page.Verify that the Primary Contact field lists the Contact you want to thank.Click. , then select Email Acknowledgment.
Which represents an allocation in Salesforce?
A payment allocation represents the amount of a payment that has been applied to an invoice line's balance. Users can manage allocations in Salesforce Billing's Payment Allocation page.
How do I use Npsp in Salesforce?
2:2551:51Get Started: Salesforce Fundamentals for Nonprofits #1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you're ready to get going in salesforce. So our agenda for today. We're going to go ahead andMoreOnce you're ready to get going in salesforce. So our agenda for today. We're going to go ahead and talk about what is salesforce. Do an introduction to how sales sources work with nonprofits.
Is Salesforce Npsp free?
The Power of Us Program includes 10 free subscriptions of Sales & Service Cloud Enterprise Edition for all eligible 501(c)(3) nonprofit organizations.
Is Npsp the same as nonprofit Cloud?
One of the most popular of these apps, Nonprofit Success Pack (NPSP), is the foundation of Nonprofit Cloud. NPSP provides a common data model that supports the entire constituent journey, including donation management, seasonal address management, campaign management, and pre-configured reports and dashboards.
What is the GAU allocations button?
When you assign allocations to a campaign, any opportunities or related payments created as part of that campaign will automatically receive those allocations. You use the Manage Allocations button on a campaign's GAU Allocations related list to create and manage allocations for your campaigns.
How to find GAU rollups?
You can find these GAU rollups by going to the App Launcher ( ) and finding and selecting General Accounting Units.
What is a GAU fund?
A GAU is a fund where you can account for money set aside for a specific use or to meet restrictions set by the donor, grant authority, governing agency, or required by law.
How to add another row in Sofia?
To add another row, Sofia clicks Add Row and enters another GAU for the Food pantry.
Does NMH have a GAU fund?
As such, it has a GAU fund allocated specifically for what they call “women's programs.”. Donors can designate part or all of their donation for this fund, knowing that their money will go specifically toward that purpose.
Can you use GAUs in multiple currencies?
The GAU allocations feature supports multiple currencies. You can set GAUs to any currency and rollup fields will respect the currency conversion of the aggregated allocations. Just remember that allocations inherit the currency of the opportunity, campaign, or recurring donation with which they are associated.
What is an unallocated GAU?
The unallocated amount is the difference between the total GAU Amounts and the overall Amount of the parent record. For Payment Allocations, this amount is the Payment Amount, and for Opportunity Allocations, it's the Opportunity Amount.
What happens if GAUs don't match?
If these names don't match, your accounting software may not be able to receive your imported or integrated accounting data.
What happens if you delete a general accounting unit?
If someone deletes the General Accounting Unit record set in Default General Accounting Unit, the Payment Allocations Enabled setting (also in Accounting Settings) is automatically disabled. Re-enable it by specifying the Default General Accounting Unit, and then selecting Payment Allocations Enabled.
How to find GAU rollups?
You can find these GAU rollups by clicking into an GAU record.
What is a GAU in NPSP?
A general accounting unit (GAU) in Nonprofit Success Pack (NPSP) is a way to designate funds for a specific use or meet restrictions set by a donor, grantmaker, governing agency, or the law. For example, you may have a GAU for gifts to a particular program or for a restricted-use grant.
How many GAUs are there in NPSP?
NPSP comes with two standard GAUs, General Fund and Restricted Fund, but you can create as many GAUs as you need. You can then allocate an entire opportunity or payment to one GAU or split it between GAUs, either as percentages of the donation or specific dollar amounts.
Can you allocate donations from GAU?
Once the GAUs are set up, your users can allocate donations from the GAU Allocations related list on opportunity records.
Can you edit a GAU record?
If you are currently using the GAU, make sure Active is selected. If, as in this capital campaign, the GAU will eventually no longer be used, you can edit the record and deselect Active later to remove it from your users’ choices.
Can you create additional GAUs?
You can create additional GAUs at any time. If you want to transfer donations from one GAU to another, however, you either need to do it manually in each opportunity or do a bulk data update with a data management app.
Can you allocate all of a campaign's opportunities for the same purpose?
This can be especially helpful for campaigns. For example, if you’re running a capital campaign for a particular purpose, you can allocate all of that campaign’s opportunities for the same purpose.
Learning Objectives
Understand General Accounting Units and Allocations
Manage Allocations For Opportunities
Manage Allocations For Recurring Donations
Manage Allocations For Campaigns
Review Allocation Rollups
- Each GAU record includes a series of rollup fields to help you track allocations. You can find these rollup fields by finding and selecting General Accounting Units in the App Launcher (). From the list view, select a GAU record to review. The GAU record contains rollup information from allocations assigned to opportunities (or possibly payments de...
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