How To Download Donation History From Salesforce

Learning Objectives

After completing this unit, you'll exist able to:

Draw how Nonprofit Success Pack (NPSP) uses opportunity records to rails donations.
Create a donation from an private.
Create a donation from an organization.
Explain how donation rollups are used.

Follow the Money

No thing your nonprofit's mission, information technology probably relies on revenue from gifts, grants, and other donated revenue to advance your crusade.

In this module, we'll explore how to track and manage different types of donations and payments using Salesforce and Nonprofit Success Pack (NPSP). NPSP provides you with a standard data model to improve record details nearly your donors and program clients, and adds fundraising capabilities to help you track donations and giving history in i system.

To start, we'll explore how to track simple donations from individuals and organizations.

Allow'southward become!

Understand Opportunities and Opportunity Record Types

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 Business relationship objects, including the household account record type included in NPSP.

Nosotros often employ the term opportunity interchangeably with donation or grant, because all donations (and other revenue) are tracked using opportunity records. Non all opportunities are the same, though. NPSP, by default, includes several opportunity record types to track unlike information and processes on many types of opportunities.

Those record types are:

Donations
Grants
In-Kind Gifts
Major Gifts
Matching Donations
Memberships

When y'all create a new opportunity and choose an opportunity record type, you showtime a specific process—with different folio layouts and fields—defined past the tape type. Your admin can customize the record type list by adding or removing record types depending on your needs.

Opportunity records work alongside other objects and features—similar payments, recurring donations, general accounting units, and allocations—that nosotros'll review afterward in the module. For at present, let's kickoff simple with a gift from an individual donor.

Enter and Modify Donations from Individuals

In this module, we'll follow along with the development staff at the (fictional) nonprofit No More Homelessness (NMH). This homo-services nonprofit uses NPSP and other Salesforce for Nonprofits products and features to manage its unabridged mission.

NMH Development Associate Sofia Rivera is ready to enter the donations collected last night at a board member'south fundraising house party. She already created contact records for all the new donors, and at present she's ready to enter gifts.

Sofia shows her computer screen to a colleague at the NMH offices.

There are 3 ways to manually enter a donation in NPSP:

For a simple donation from an private, we recommend entering the souvenir from the contact record. Permit's follow forth with Sofia equally she enters a one-fourth dimension donation from donor Candace Evans.

Enter the donor's name—in this example, Candace Evans—in the Global Search box and click on their contact tape.
Click New Donation.
Fill in details about the gift in the New Donation interface.
1. Opportunity Name (required): NPSP gives your admin the tools they need to automatically make full this field with a standard proper name—mayhap something like Candace Evans Donation and the appointment. If this field is bare, you take to enter an opportunity proper name.
2. Stage (required): Each opportunity record type has its own set up of stages that reflect that gift blazon's processes. Because we have the bank check in hand, we'll select Posted. (Your Salesforce case may instead employ a Closed Won status.)
3. Close Date (required): If the donation is still open up—before a donor decides or the grant is awarded or denied—this represents the day you expect to receive the money. If information technology is airtight—either won, pregnant the contact donated, or lost, meaning they decided non to requite—then the Close Date indicates when you received the money or commitment. This gift was made concluding night, so nosotros'll pick yesterday's date.
4. Amount (optional): $100
5. Primary Campaign Source: We won't dig into campaign records here, but they can be an effective way to group opportunities, like all the gifts made in response to an annual fund email or a majuscule campaign. Notice and select Annual Fund if you lot'd like to attach that primary campaign source.
Click Save.

Permit's accept a moment to admire the new opportunity tape. To observe it, you can click the message that appears to tell you lot that the opportunity was created. Or, you tin click the Related tab on the contact record, notice the Opportunities related list, and select the new opportunity's proper noun.

The new opportunity record for Candace Evans's donation

The opportunity tape includes more fields than were included in the New Donation interface. That's considering the New Donation push is what we telephone call a quick activeness. It includes just the bones fields required to create an opportunity tape. If you want to choose a different opportunity record type, or want the selection to initially enter more information nearly an opportunity, your starting indicate is to click the New button on either a contact's Opportunities related list or the Opportunities tab.

If you want to edit or change the opportunity record, click either the Edit quick action or the edit icon() next to any field.

One more than affair to notation: Creating this opportunity likewise automatically created a payment record. You can find that in the Payments related listing on the Related tab. We'll cover payments in the next unit of measurement.

Enter Donations from a Company or Other Organization

As Sofia works through donations from individuals who attended the house party, she comes across a check from a local business concern called Cloud Kicks. Remember, the Opportunity object is used to too manage donations from organizations tracked using the Account object, like private foundations, corporate donors, governments, and others.

Creating a donation from an account is well-nigh identical to creating a donation from an individual. Let's follow along as Sofia creates a donation from Cloud Kicks.

Find and select the donor's account. We'll notice and select Deject Kicks from Global Search in this example.
Click the Related tab if information technology isn't already open on the page.
Click New on the Opportunities related list.
Select the Donation record type and click Next. If this was a grant opportunity or an in-kind gift of appurtenances, y'all could choose i of those record types.
Fill in at least the required fields. Sofia enters these details.
1. Opportunity Proper noun (required): If your admin gear up NPSP to pre-populate that field, you lot don't have to enter anything here—but yous must enter a value if the field is empty. Sofia enters Cloud Kicks Donation followed by the close date.
2. Account Proper noun (required): By creating the opportunity record from the account record, this is already filled in.
3. Amount (optional): $1,000
4. Close Date (required): Remember, this is the date coin was received or the date you await to receive the payment. Sofia chooses yesterday's appointment.
5. Stage (required): Sofia selects Posted considering this gift has been received. (Your Salesforce instance may instead use a Closed Won status.)
Click Salvage.
Click the opportunity name in the Opportunities related list to review the donation record.

The Cloud Kicks opportunity record

Review Opportunity Rollup Fields

Sofia was able to apace enter a single donation from both an private and company, simply the real ability of NPSP is in getting a complete view of a donor.

That's where opportunity rollup fields come in.

Rollup fields display information from related records, allowing information from 1 record to appear on another. That information can be either a unmarried value or an aggregate of values from several records.

In NPSP, account and contact records include dozens of rollup fields that display aggregate data from related opportunities. These fields provide an overview of giving on a contact or household business relationship record, making it easier to empathize each donor'south level of date.

NPSP'southward rollup fields are, by default, grouped into sections on your page layouts, including Membership Information, Total Gifts, Soft Credits, Household Donations, and Donation Metrics.

For example, the Full Gifts field in the Donation Totals section on a contact record displays the total value of all closed opportunity records associated with that contact. The Total Number of Gifts field shows how many times that donor has given.

The Donation Totals section, including fields for Total Gifts, Total Number of Gifts, Total Gifts Last N Days, Number of Gifts Last N Days, Total Gifts This Year, and Number of Gifts This Year

Sofia has now entered two simple, one-fourth dimension donations. What happens when Sofia needs to enter a pledge that hasn't been paid still?

NPSP supports that need, too, and you'll learn how in the next unit.

Resource

Trailhead: Stakeholder Data Direction with Nonprofit Success Pack
Trailhead:Install Nonprofit Success Pack (NPSP) into a Trailhead Playground
Salesforce Help: Manage Donations in Salesforce
Video:NPSP How-To Series: Create and Manage Grants
Salesforce Help: Rollups Overview
Salesforce Help: Enter Gifts in Souvenir Entry
Trailhead:Opportunity Settings in Nonprofit Success Pack