To delete a Recurring Donation, find the record to delete and click Delete. When you delete a Recurring Donation, NPSP deletes the associated Opportunities. If there are any associated Closed Won Opportunities, you won't be able to delete the Recurring Donation.
...
Close a Recurring Donation
- Locate the Recurring Donation you wish to close.
- Click Close Recurring Donation.
- Select a Status Reason and an End Date.
- Click Save.
Can you delete a user from Salesforce?
Salesforce does NOT allow deleting users on a permanent basis. However, in order to restrict users’ access, owners can deactivate or remove users’ license. One of the reasons of why you can’t delete users from Salesforce is, because users may own RECORDS, deleting them permanently becomes technically impossible.
What is the new donation button in Salesforce?
That's because the New Donation button is what Salesforce calls a Quick Action. It's a kind of short-cut. It includes just the basic fields required to quickly create an opportunity record.
How do I delete a document in Salesforce?
To delete a document, click Del next to the document on the documents list page. Alternatively, click Delete on the documents detail page. When you delete a document, Salesforce stores it in the Recycle Bin. You can restore the document to your document library within that time by clicking Undelete from the Recycle Bin.
How do we track donations and grant information in Salesforce?
Remember, in Salesforce, we track all donations and grant information using the standard Salesforce object called an opportunity — for a quick review of how Salesforce objects are used in NPSP, check out the Constituent Data Management with Nonprofit Success Pack module on Trailhead.
How do I add a donation to Salesforce?
Enter Donations from a Company or Other OrganizationFind and select the donor's account. ... Click the Related tab if it isn't already open on the page.Click New on the Opportunities related list.Select the Donation record type and click Next. ... Fill in at least the required fields. ... Click Save.More items...
How do I stop recurring donations?
Do you:cancel it with no question/pushback.push back somewhat gently (“sure, may I ask why?”)push back somewhat aggressively (“you're killing the unicorns!”)propose a different amount/schedule.not sure/don't really have a policy/haven't thought about it.
Does Donorbox integrate with Salesforce?
Donorbox provides extensive integration with Salesforce CRM. In order to fully utilize the features of this integration, it is important to understand how your Donorbox form fields are mapped to your Salesforce account when you enable this integration.
Can I cancel a donation?
If you need to update or cancel a recurring donation that you have set up with a nonprofit organization at any time, you can do so by signing into your donor account and making those changes.
How do I cancel my move on donations?
Take these steps to do so:Dial +1 (833) 781-5300.Wait on hold until you reach a MoveOn team member.Ask them to cancel your recurring monthly donations.Provide any account information they ask.Make sure the company sends you an email confirming your cancelation has been processed.
What percentage does Donorbox take?
1.5%Donations and Processing Fees Donorbox is free to start and charges a small platform fee of 1.5% for the month's donations.
How many nonprofits use Salesforce?
40,000 nonprofit organizationsThrough the Power of Us product discount and donation program, more than 40,000 nonprofit organizations, foundations, and higher education institutions are using Salesforce.
What is recurring donation?
Recurring Donation. A donation that occurs more than once over a period of time. Recurring donations can be open-ended and continue in perpetuity, or they can be fixed-length donations (for example, monthly, yearly, and so on), with a start and end date.
Can you write off a donation in NPSP?
By default, NPSP creates a single payment for each donation since the majority of donations are paid all at once, but you can create multiple payments whenever you need to, and track upcoming payments. You can even write off payments if a donor is unable to fulfill their commitment.
Your Salesforce Org: A Gift Processing Machine
Once you get rolling with Elevate, most of your gifts might come from a Giving Page. The data is then imported to Salesforce and Nonprofit Success Pack (NPSP) to automatically create new opportunities, payments, and recurring donation records.
Process Single Payments
If you need to enter a single, one-time donation by credit card or Automated Clearing House (ACH) bank transfer you can use Gift Entry in NPSP.
Batch One-Time Transactions
If you have a bunch of gifts to process all at once — like when you process direct mail responses — you can process credit card transactions in batches using Gift Entry.
Manage Recurring Donations
Donors can create recurring donations by selecting the weekly, monthly, quarterly, or yearly donation options on a Giving Page. When they complete the transaction, your payment processor authorizes the payment and Elevate creates the associated recurring donation, opportunity, and payment records in Salesforce.
Quiz
1 Which Nonprofit Success Pack tool can you use to enter one-time credit card and Automated Clearing House (ACH) gifts directly into Salesforce and process payments with Elevate?
How to Delete a User in Salesforce ?
Salesforce does NOT allow deleting users on a permanent basis. However, in order to restrict users’ access, owners can deactivate or remove users’ license. One of the reasons of why you can’t delete users from Salesforce is, because users may own RECORDS, deleting them permanently becomes technically impossible.
Why Delete Users in Salesforce ?
User Accounts may affect Salesforce Billing or Licenses. Therefore, once you don’t need a user, you would most likely want to deactivate it from a Salesforce organization.
How to Deactivate a User in Salesforce ?
You may find deactivating Salesforce Users in specific products or editions of Salesforce, such as Contact Manager, Group, Professional, Enterprise, Unlimited, Developer, and Database DC editions.
Tips on Deactivating Users in Salesforce
If for some reason, you are not able to deactivate a user in Salesforce, you can proceed to Freeze the user. Later, after you have correctly managed the roles and access levels, you can also deactivate the particular user (s). Freezing a User also limits a user from accessing the Salesforce but doesn’t free up the License.
Summary
You can only deactivate users in Salesforce, as allowing to delete a Salesforce user permanently is not technically possible for Salesforce.
Learning Objectives
- After completing this unit, you’ll be able to: 1. Use Nonprofit Success Pack (NPSP) Gift Entry to enter a single gift. 2. Batch one-time transactions in Gift Entry. 3. Manage recurring donations using Salesforce and Elevate.
Your Salesforce Org: A Gift Processing Machine
- Once you get rolling with Elevate, most of your gifts might come from a Giving Page. The data is then imported to Salesforce and Nonprofit Success Pack (NPSP) to automatically create new opportunities, payments, and recurring donation records. But when your donor calls, sends a check through the mail, or provides their credit card number, you can enter and process their gif…
Process Single Payments
- If you need to enter a single, one-time donation by credit card or Automated Clearing House (ACH) bank transfer you can use Gift Entry in NPSP. Here’s how. 1. In Salesforce, click the App Launcher () and find and select Gift Entry. 2. Click New Single Gift. 3. Enter your donation details. 4. Select the appropriate Payment Method, either ACH or Cred...
Batch One-Time Transactions
- If you have a bunch of gifts to process all at once — like when you process direct mail responses — you can process credit card transactions in batches using Gift Entry. Here’s how: 1. Click the App Launcher () then find and select Gift Entry. 2. Click New Batch. 3. Select a template, and click Next. 4. Enter a Batch Name along with any other batch details, and click Next. 5. Set any field d…
Manage Recurring Donations
- Donors can create recurring donations by selecting the weekly, monthly, quarterly, or yearly donation options on a Giving Page. When they complete the transaction, your payment processor authorizes the payment and Elevate creates the associated recurring donation, opportunity, and payment records in Salesforce. You can also create a recurring credit card or ACH donation dire…
Resources
- Documentation: Manage One-Time Donations in NPSP
- Documentation:Manage Recurring Donations in NPSP
- Documentation:Manage Payments
- Documentation:Configure Receipt and Alert Settings