You can map this attribute to a Salesforce field of your choosing. The mapping option is under the standard field mapping page: https://donorbox.org/org_admin/salesforce_settings/new. Note that we do now support the legacy Salesforce NPSP Recurring Donations object. It is a feature that can be enabled by Donorbox admin for your org.
Full Answer
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 edit a donation email template in Salesforce?
This sounds like a custom email template that is setup to be sent out to people who make a donation through your website. In order to edit this, you need to have access to the 'Setup' page in Salesforce. Once you log into Salesforce, it is located at the top-right hand corner of the screen.
What data should I include in my donor profiles in Salesforce?
There are a few key data points that should be accounted for within your donor profiles in Salesforce. Think of them as the essentials or cornerstones for your data strategy: Previous donations, including dates, amounts, and any other details
How do you thank a donor?
Sometimes you want to do more than just send a letter or email to thank a donor. Depending on your organizational best practices, you may want to create a task for another user at your organization (like your Executive Director) to call the donor and thank them personally or to do some other follow up task.
Can Salesforce track donations?
NPSP uses the Salesforce-standard Opportunity object to track all donations, grants, and revenue. Opportunity records are related to donors, which are tracked using the Contact and Account objects, including the household account record type included in NPSP.
Can Salesforce accept donations?
A donation system that's completely integrated with your Salesforce CRM allows you to collect information about your supporters during the payment process.
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.
How do I add a donation to Salesforce?
0:385:47Add a new donor and donation | Salesforce NPSP Basics SeriesYouTubeStart of suggested clipEnd of suggested clipThis is a best practice to ensure data in Salesforce stays clean and to avoid duplicates. When IMoreThis is a best practice to ensure data in Salesforce stays clean and to avoid duplicates. When I search for Sara slip I see that she doesn't exist in my records. This means that I need to create a new
What is Salesforce elevate?
Salesforce Elevate is a platform tailored to the specific needs of organizations in the nonprofit and education industries and is set to be released in summer 2020. Four products make up the Elevate solution: Payment Services, Giving Pages, Engagement Hub, and Philanthropy Cloud for Causes.
What is Salesforce philanthropy?
The Salesforce Foundation helps young people reach their full potential by supporting Education, Workforce Development, and Child Welfare and Thriving Communities programs.
How do I email Acknowledgements in Salesforce?
Add the Email Acknowledgments Button to the Opportunity List ViewFrom Setup, click the Object Manager tab.In the list of objects, click Opportunity.Click Search Layouts for Salesforce Classic.In the List View row, click. , then click Edit.Move Email Acknowledgments to the Selected Buttons list.Click Save.
How do I acknowledge receipt of donation?
How do you acknowledge a donation?The name of your donor.The full legal name of your organization.A declaration of your organization's tax-exempt status.Your organization's employer identification number.The date the gift was received.A description of the gift and the amount received.More items...
How do you acknowledge a contribution?
An acknowledgement — given soon after a donor contributes — shows that you value the donor behind every donation....We've got five ways you can say thank you:Letter or Email Acknowledgement.Public Thank You.Social Media Shout Out.Donor Gift.Website Appreciation Page.
How would you mark a donation opportunity as eligible for a matching gift in Npsp?
In the upper right corner of the opportunity record, click Find Matched Gifts. NPSP lists any unmatched closed/won opportunities that specify Cloud Kicks as the Matching Account. 8. Select the opportunities that should be matched to this donation, and make sure the total matches what you expect.
What is a recurring donation in Salesforce?
Fixed-length recurring donations are a single donation amount given at regular intervals for a defined period. For example, if the company Cloud Kicks decides to give $10,000 split into four quarterly payments, the recurring donation would end after those payments.
What is a recurring donation?
Recurring giving is when a donor elects to make a regular, ongoing donation to your organization instead of a one-time gift. Donors who give on a recurring basis are known as recurring donors. Donations that are given on a recurring basis are known as recurring donations or recurring gifts.
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?
1. What kinds of information can you gather using Salesforce donation processing software?
Each donation your supporters make provides your organization with a wealth of information on their interests, preferences, and relationship to your nonprofit.
2. How does information from processed donations flow into Salesforce?
To make the most of your fundraising efforts, you’ll want to save your organization’s team time and ensure that you always have access to the donor information you need, including data from donation processing.
3. What can your nonprofit learn from the data your Salesforce donation processing software collects and stores?
Your supporters value your organization’s efforts to personalize your communications as much as possible. When you’re able to address your donors’ individual concerns, interests, and preferences, they’ll understand that your organization values them and will be motivated to continue their contributions as a result.
4. How do integrated Salesforce donation processing tools benefit your nonprofit?
When it comes to your nonprofit’s fundraising efforts, every piece of information you can gather on your donors and their giving histories is valuable for building stronger connections between them and your organization.
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