Who can use the Salesforce fundraising guide?
This article will act as your comprehensive guide to fundraising – it can be used by the entire team, from the Executive Director to those working in Development. I will show you how to optimize the utilization of Salesforce to achieve your fundraising goals.
How to enable header and sidebar in Salesforce Lightning?
In Salesforce classic the showHeader="true" and sidebar="true" attributes on the <apex:page> element enable both the header and sidebar. In Salesforce lightning these values are automatically overridden. You can still enable them by using the setup="true" attribute on the <apex:page> element this enables both the header and sidebar.
How to create a stewardship process in Salesforce?
First you go to setup → enter Object Manager–> click on the opportunities object and go to Field and Relationships → Stage → add Steward, Thank you, and Follow up items to the Picklist. After you do this, go back to Setup → Sales Process → Click on New → Use the Master and make a Sales Process named Stewardship.
What is the best way to build a website with Salesforce?
Another simple method, if you use WordPress, is to use a program called Brilliant Web-to-Lead for Salesforce. This is a free plugin that works very well. 3. Outreach
How do I turn on sidebar in Salesforce?
Go to Setup –> Customize –> User Interface and uncheck or check “Enable Collapsible Sidebar” check box.
Where is the sidebar in Salesforce?
The sidebar column that appears on the left side of most Salesforce pages in Salesforce Classic provides convenient access to links and commands.
How do I change the sidebar in Salesforce?
First customize the User Interface:Click on: Setup| Customize| User Interface.Check the "Show Custom Sidebar Components on All Pages" checkbox.Click "Save"
What is Sidebar in Salesforce?
A Knowledge Sidebar is a display in a Salesforce Console that brings in relevant Salesforce Knowledge articles. Notably, the sidebar only displays for Salesforce Knowledge users once administrators set it up. The goal of the Knowledge Sidebar is to increase productivity amongst users.
How do I add a custom sidebar link in Salesforce lightning?
How to Add Custom Sidebar links in Salesforce ClassicClick {YourName} Setup > App Setup > Customize > Home > Home Page Components.Under Standard Components click Edit next to Custom Links.In the Bookmark field enter the label you would like to appear as the custom link.More items...•
How do I change task layout in Salesforce?
Click the gear icon | Setup | Object Manager.Select Task or Event object.Click on Page Layouts.Select the page layout to customize.
How do I change the event layout in Salesforce?
0:112:01Adding Custom fields to the Salesforce Activity Event layoutYouTubeStart of suggested clipEnd of suggested clipIn your Salesforce account go to the setup area in the platform tools section click objects andMoreIn your Salesforce account go to the setup area in the platform tools section click objects and fields then click object manager in the object manager list select event on the event page select page
How do I change the activity component in Salesforce?
Open Set Up and then the Object Browser. Click on the object to customize....Drag an action you want to add from the top section.Drag fields from the screen back to the top section to remove them.When done, click the Save button on the Action bar.
How do I enable knowledge sidebar in Salesforce lightning?
Knowledge articles appear based on matching words typed into a case's Subject .From the object management settings for cases, go to Page Layouts.Click Edit next to a page layout.Click Layout Properties.Check Knowledge Sidebar , and click OK.Click Save.
What is advanced search in Salesforce?
Salesforce Advanced Search Plugin. Salesforce Advanced Search plugin works in both Classic and Lightning: i) Search any keyword, text or field api name used anywhere in below Salesforce Components, in the result section plugin shows the total number of files where keyword has been used in different components.
1. Everything in One Place
Information ‘collection and cleansing’ should be your first step; ahead of any fundraising campaign, you should ensure all information is in one place.
2. Building Relationships and Prospects
Nonprofits frequently approach donors for repeat donations. Relationships will help you build a Leadership Team, which I will discuss further in Section 4. This Leadership Team can be composed of supporters, volunteers, directors, and employees, and will work together to conduct outreach.
3. Outreach
You send out emails, you send out marketing materials, and you can have a website. All of these activities (and data) should work together to help you achieve your goals and move your campaigns forward.
4. Leadership Team
Your Leadership Team is composed of the people who care about your organization. This team may include individuals who are your employees, outside supporters, or volunteers – anyone you are able to incorporate into the Campaign.
5. Stewardship
In order to get more donations, you need to have a process that encourages fostering long-term relationships and repeat donations – this requires stewardship. Your organization needs to maintain the relationship with your donors, otherwise, you may find that after you get one donation, the donor leaves.
Summary
I hope you found this walkthrough helpful. I truly believe that anyone can fundraise, given the correct tools. It is so important for nonprofits to have access to these tools – in order to build capacity and serve your communities better, you need money. For many nonprofits, fundraising is viewed as burdensome or aspirational.
Create a List View
Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts.
Customize a List View
You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.
Create a List View Chart
List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Everything in One Place
- Information ‘collection and cleansing’ should be your first step; ahead of any fundraising campaign, you should ensure all information is in one place. This includes all previous marketing materials, lists of donor materials, grants, campaign materials, relevant financial documents, a case for support, business plans, campaign plans, planning and f...
Building Relationships and Prospects
- Nonprofits frequently approach donors for repeat donations. Relationships will help you build a Leadership Team, which I will discuss further in Section 4. This Leadership Team can be composed of supporters, volunteers, directors, and employees, and will work together to conduct outreach. The new connections introduced to the Campaign through the Leadership Team will b…
Outreach
- You send out emails, you send out marketing materials, and you can have a website. All of these activities (and data) should work together to help you achieve your goals and move your campaigns forward. In Salesforce, Campaigns and Opportunities record all of this important information, helping you to keep track of your annual donors and preventing you from accidental…
Leadership Team
- Your Leadership Team is composed of the people who care about your organization. This team may include individuals who are your employees, outside supporters, or volunteers – anyone you are able to incorporate into the Campaign. Your Leadership Team will improve your charity by bringing in diverse ideas and individuals, and eventually, donations too. Your Leadership Team w…
Stewardship
- In order to get more donations, you need to have a process that encourages fostering long-term relationships and repeat donations – this requires stewardship. Your organization needs to maintain the relationship with your donors, otherwise, you may find that after you get one donation, the donor leaves.
Summary
- I hope you found this walkthrough helpful. I truly believe that anyone can fundraise, given the correct tools. It is so important for nonprofits to have access to these tools – in order to build capacity and serve your communities better, you need money. For many nonprofits, fundraising is viewed as burdensome or aspirational. However, in reality, it is absolutely necessary. The benefit…