1. Open the report with your browser and use your browser’s print function. 2. Save the file in Excel and use the print option in Excel.
Full Answer
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 I print a Salesforce record?
You can print Salesforce records from most detail pages. In Salesforce Classic, click the Printable View link located in the upper right corner of most detail pages. In console apps for Salesforce Classic, click the print icon to open a record's printable view.
What can Salesforce do for your donations?
For example, Salesforce can track how your donors engage with those thank-you emails, determining how effectively you might use them to promote surveys, matching gift requests, and more post-donation actions.
How do I create a printable view in Salesforce?
In console apps for Salesforce Classic, click the print icon to open a record's printable view. In Lightning Experience, click Printable View in the action menu . If you previously customized the Salesforce Mobile and Lightning Experience Actions section of a page layout, you have to manually add Printable View to that section for it to appear.
How do I export a salesforce donation?
To extract all your data in Salesforce, you need to go to: Setup > Administration Setup > Data Management > Data Export.
Can you print a report from Salesforce?
Click Printable View from the report's run page. From the browser dialog, do one of the following: Open the report with your browser and use your browser's print function. Save the file in Excel and use the print option in Excel.
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.
How do I pull reports in Salesforce?
Most reports run automatically when you click the name.Click the Reports tab.Find the report you want to run and click the report name. If you're already viewing a report, click Run Report to run it.
How do I export a salesforce report?
From Reports, next to the report you want to export, click. | Export.Choose an Export View. ... If exporting as Details Only, select Excel Format . ... Click Export.If prompted by a browser dialog, select a location and save the file.
How do I export data from salesforce to Excel?
Go to the Reports tab and open the report you want to export.Click the Edit drop-down menu on the right side of your Salesforce report and select Export.Select the format for export Salesforce report to Excel. Formatted Report is available for export only as XLSX Excel file.
How do I manage donations in Salesforce?
How to Get Donations Into SalesforceEnter Single Donations or a Collection of Donations. Use the NPSP Gift Entry tool to enter one-off single donations, or a collection of donations in a batch. ... Enter Pledges. ... Enter Recurring Donations. ... Enter Other Kinds of Gifts. ... Collect Donations Online. ... Import Your Data.
How do I track a gift in Salesforce?
The most straightforward way to track in-kind gifts is using the opportunity object in Salesforce, just as you would track any other donation. You'll need a way to distinguish the value of the gift from cash donations. To do this, you can either create a new Type or a new Record Type to be used for in-kind gifts.
Is Salesforce a donor management system?
Names, emails, tasks, deadlines, gift asks. You name it, a donor management system (like Salesforce) tracks it. A DMS is one example of a CRM, or constituent relationship management system, but specifically around donors.
How do I create a summary report in Salesforce?
How to Create a Summary Report in SalesforceCustomize any tabular report to make it into a summary report.Click the arrow to the right of the column you want to group by.Select Group by this Field. Salesforce groups the records in the report.Repeat Steps 1-3 to group by additional fields, if desired.
How do I view reports in Salesforce?
Reports in Salesforce allow you to see a set of records displayed in a table, summary, or matrix format, similar to what you'd see in a spreadsheet. To get to reports, click Reports from the navigation menu. Select a report to run it.
How do I convert a Salesforce report to a dashboard?
Create a DashboardClick the Dashboards tab.Click New Dashboard... button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.
What is Salesforce donation app?
Salesforce Apps for Nonprofits. As mentioned above, donation apps are among the most important tools that a nonprofit needs to make the most of Salesforce. A donation app should accomplish a few important tasks: Accept and process online donations. Allow donation forms to be easily integrated with your website.
How to optimize a donation form?
Consider these best practices for optimizing your donation form: 1. Balance your required fields to be thorough but concise. Your donation form is a great place to collect additional information on your donors, but the last thing you should do is slow down the process too much.
Is automated reporting necessary?
Intuitive reporting. As mentioned above, automated reporting is essential. However, data reporting shouldn’t just be automatic, it should also be intuitive. For instance, if a previous donor makes a new gift online, the donation app should report that transaction to that donor’s profile in your database.
Can you report transaction data to Salesforce?
Directly report transaction data to your Salesforce database. If you’re new to Salesforce, never underestimate the value of automatic data reporting. This alone is the main reason why going with a Salesforce-integrated tool is almost always the best choice for organizations already on the platform.
Is Salesforce a CRM?
Salesforce is the world’s leading CRM platform for a few reasons, but chief among them is its flexibility. For nonprofits, whose projects, campaigns, and events rely on so many moving pieces, this level of flexibility can be a game-changer.
