How do i edit donation information in salesforce


Go to the recurring donation record, click Edit, scroll down to the Elevate payment element and click Update Payment Information, then enter and save your changes. Now that you understand how to manage payments when they’re in Elevate and Salesforce, let’s check out the way they might arrive most often: through Elevate Giving Pages.

Enter Donations from a Company or Other Organization
  1. Find and select the donor’s account. …
  2. Click the Related tab if it isn’t already open on the page.
  3. Click New on the Opportunities related list.
  4. Select the Donation record type and click Next. …
  5. Fill in at least the required fields. …
  6. Click Save.


Table of Contents

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 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.

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 add a donation to my account?

You can either use the New Donation button on the contact record or go to the opportunity tab and click the New button. For a simple donation, we recommend entering the donation from the contact record. Let’s try that now. Follow along as Sofia enters a one-time donation from Candace Evans.


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 delete a recurring donation in Salesforce?

This article contains these sections: Change an Open-Ended Recurring Donation. Change a Fixed-Length Recurring Donation….Close a Recurring DonationLocate the Recurring Donation you wish to close.Click Close Recurring Donation.Select a Status Reason and an End Date.Click Save.

How do I track donations 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.

How do I record a pledge in Salesforce?

Enter a Pledge and Expected PaymentsCreate an Opportunity for the total amount that the donor has pledged. … Set the Stage field to Pledged (or any appropriate open stage).Set the Close Date depending on your standard practices. … Save the Opportunity record.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.

How do you automate donations?

Four ways to automate donor outreach:Welcome Series. A welcome series is simply a string of communications, whether email or direct mail or otherwise, that immediately engages new donors and fans. … Gift thank-yous and receipting. Actually, this item is a two-for-one. … Event Follow-up. … Trigger-based Communication.

How do I add donations 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 upload donations to Salesforce?

Navigate to the Donations tab and click Tools – Import/update. Use the CSV file saved in Phase 2 as input, and map the donation-specific columns to fields in the Donation object. You will need to create an Organization Name field, which is likely the first and last name of the contact.

Is Salesforce a donor database?

You can use Salesforce to manage donations as well as marketing and programs. What’s different about Salesforce is that it’s not just a point solution; it’s a true platform that helps you track and understand your organization’s interactions with donors, volunteers, and constituents.

What is pledge in Salesforce?

Pledge 1% invites all entrepreneurs and their companies to commit important resources (product, time, and resources) to support integrating philanthropy into their business from an early stage. “The business of business is improving the state of the world.” – Marc Benioff, Chairman & CEO, Salesforce.

What is pledge management?

The Pledge Management module works with the Donor and Gift Management module to form an integrated Development and Fundraising system. You can use Pledge Management to record Pledges, manage acknowledgements and reminders, and track contributions that fulfill Pledges.

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.

Allocations Overview

Many nonprofits use fund accounting and general accounting units (GAUs) to track donations. 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.

Create or Modify Opportunity Allocations

NMH runs campaigns that specifically raise funds to support its services for women. 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.

Work with Allocation Rollups

GAU allocations come with a series of rollups that help you track the allocations you assign to each of your GAUs. You can find these GAU rollups by going to the App Launcher ( ) and finding and selecting General Accounting Units.

Create Opportunity Allocations for Recurring Donations

When you assign allocations to a recurring donation, any opportunities or payments created as part of that recurring donation schedule will automatically receive those allocations.

Create Opportunity Allocations for Campaigns

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.

A Note about Allocations and 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.

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.

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.

Why invest in Salesforce?

Investing in and developing a strong Salesforce instance can fuel serious growth because it allows nonprofits to start truly leveraging their data in ways that many have simply never been able to before. However, many nonprofits aren’t particularly tech-savvy, so the learning curve can be fairly steep for some.

Why do organizations need donor data?

Strategically, donor data allows nonprofits to drill down into the performance of their marketing and fundraising campaigns.

Is Salesforce good for nonprofits?

Thankfully, Salesforce has become an increasingly popular solution for nonprofits,

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

Understand General Accounting Units and Allocations

  • Many nonprofits use fund accounting and general accounting units (GAUs) to track donations. A GAU is a fund used to set money aside for a specific use or to meet restrictions set by the donor, grant authority, governing agency, or regulators. The GAU allocation features in Nonprofit Success Pack (NPSP) give you the ability to split gifts and revenue tracked in opportunity records betwee…

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Manage Allocations For Opportunities

  • NMH has a few campaigns to raise money for only its food pantry. As such, it has a GAU record named Food Pantry Programs. Donors can designate all or part of their donation to this fund, knowing their money will go toward only the food pantry. NMH Development Associate Sofia just created an opportunity record for a $100 donation from Candace Evans, who requested that 50…

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Manage Allocations For Recurring Donations

  • Creating allocations for recurring donations is similar to the process for one-time donations, except NPSP automatically assigns allocations to any opportunity or payment record created as part of that recurring donation. Like one-time donations, use the Manage Allocationsbutton on a recurring donation’s GAU Allocations related list to create and m…

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Manage Allocations For Campaigns

  • When you assign allocations to a campaign, any opportunities or related payments created as part of that campaign will also automatically receive those allocations. As with individual opportunities and recurring donations, you use the Manage Allocationsbutton on a campaign’s GAU Allocations related list to create and manage allocations. A few important things to remember about GAU all…

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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 depending on your configuration) i…

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  1. Documentation: Allocations Overview
  2. Video: NPSP How-To Series: Create or Modify GAU Allocations
  3. Documentation:Create Allocations for Recurring Donations
  4. Trailhead: Accounting Subledger for Nonprofits and Educational Institutions

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Understanding The Essentials of Donor Data

If you don’t have much experience with a professional-grade CRM or donor data management platform like Salesforce, understanding the essentials of donor data — what it is, why it’s important, how it gets collected — is critical.

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Standardizing Your Data Processes

  • Your CRM is only as useful as the data it contains. Too many nonprofits eagerly make the move to a professional-grade database platform (which is great), but then fail to follow professional-grade data management protocols (which is not so great).

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Automating Small and Recurring Tasks

  • Task automation can also be extremely useful to your data strategies. By automating small and recurring tasks, you reap a few benefits: 1. Save your team’s time and minimize errors 2. Ensure complete standardization of data as it enters your CRM 3. Generate more engagement data over the long-run We won’t walk through the complete process of setting up a process automation in …

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Developing A Long-Term Data Strategy

  • A big-picture vision of exactlyhow Salesforce will benefit your organization over the long-run goes a long way to keep your strategies focused. Does your team understand why strong data collection, management, and analysis is so important? Do your Salesforce tools and protocols reflect your larger goals? How can your data better support your mission? Questions like these a…

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  • Making the move to Salesforce is a major strategic investment for any organization and especially for nonprofits. With an intense pressure to reduce overhead and boost fundraising revenue, making the most of their data with a robust CRM platform can be a game-changer. This is more true today than ever before, as online and virtual fundraising has not only become the norm but t…

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