Enable Default Allocations.
- 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. We’ll select General Fund.
- Click Save.
- 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 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 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.
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.
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.
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.
Create Your Own General Accounting Units
From the App Launcher ( ), search for and select General Accounting Units.
Update the Default General Accounting Unit
Set the Default General Accounting Unit to match the GAU that your org prefers to use.
Enable Payment Allocations
After you configure General Accounting Units, enable Payment Allocations.
What is a Salesforce Dashboard?
Going back to the basics, Salesforce Dashboards allow you to visually display data from either one or multiple Reports in an organized fashion, on the same page. There are various customization options when it comes to chart types, filters and even colours.
Salesforce Gauge Chart Component
The Gauge chart is best used to compare how close you are to a particular numerical or monetary goal. This component becomes available once you have at least one grouping already added to the report that you will be using for the widget.
Gauge Chart Modes
Following the Winter ‘22 release, even though it’s still beta, the Salesforce dashboard builder offers users the possibility of choosing between two modes for displaying their data in a Gauge chart: Standard and Dynamic.
Dynamic Gauge Chart Use Cases
It’s certainly valuable to highlight the impact that Dynamic mode within Gauge charts can have, across multiple (if not all) teams within your organization, especially for those who heavily rely on Salesforce reporting for tracking their KPIs.
Summary
The introduction of Dynamic Gauge charts as a possibility within Salesforce dashboards is sure to allow users to obtain more cohesive reporting, while also lowering the number of individual reports, components and time spent to visualize the relevant numbers.
Target Breakpoints
In my dataset I not only have my actual activity number, I also have my target number. I will use this target as my “max” breakpoint, but I also want to calculate what I will be using for my “medium” and “high” breakpoint. For this, I will use a compare table. I am keeping my “min” as is, since I want my gauge to start at “0”.
Add the breakpoints to the gauge
Now we have what we need in order to change the values in the gauge based on what the compare table calculates. This is done in the dashboard JSON (Command+E or Control+E).
Other changes
As mentioned above you can modify other properties of the widget like label and colors. Have a play with the possibilities.
UPDATE 9. August 2018
Post Summer18 release the steps outlined in this blog is no longer sufficient. Please follow the additional steps outlined in the blog “How to Make the Gauge Chart Dynamic Again”.
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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