Opportunities
This section is for understanding how to use the Opportunity and related objects. Opportunity is a standard Salesforce object and works with NPSP package objects Payments, GAU Allocation and General Accounting Unit (Fund) to track giving from donors, the date the payment was made and the Fund the gift went into. Foundation Partners Donor 360 also adds a custom object called Gift Batch which helps organizations track gift entry into batches and Security Settlements to track information about security gifts.
Content
Custom Fields
Fields included with the Opportunity object include picklist, lookup, formula, date and text fields. Work with your teams to determine how your org uses this object. Make sure the fields are included on the Opportunity Page Layout and Lightning Page.
- Anonymous
- Comments
- Correction Date
- Example Letter Template Selection
- Ext Sys Id Gift
- Ext Sys Id Pledge
- Ext Sys Id Promise
- Fund
- Fund Name
- Fund Type
- Gift Batch
- Gift Purpose
- Gift Type
- Maturity Date
- Maturity Value
- Non-Gift Amount
- Promise Date
- Receipt Address (obsolete)
- Receipt City
- Receipt Country
- Receipt Donor Name
- Receipt Donor Name & Address
- Receipt Postal Code
- Receipt Salutation
- Receipt State
- Receipt Status
- Receipt Street
- Referred By
- Reversal Date
- Reversal Reason
- Reversed Opportunity
- Send Receipt?
- Solicitor
- Source
- Tax Receipt Type
- Total Amount Received
- Total Credit Card Fees
- Transferring Fund
Record Types
Several Record Types are available for use with the Donor 360 package. Discuss the purpose of the various record types with Foundation Partners and determine which are needed with the organization. Deactivate any record types your org is not planning to use.
- Interfund Transfer
- Cancelled/Reversed
- Prospective Fund
- Sponsorship
- Planned Donation / Expectancy
- Prospective Donation
- Donation
- Non-Gift Receipt
Business Process
Several Business Processes are setup and ready for use.
- Donation
- Expectancy
- New Fund
- Prospective Donation
Flow
Use this flow as a starting template for gift entry and customize as needed for your organization. Create a new Account Action and connect the customized flow, then use the button to create new gifts.
- NewDonationScreenFlowOnAccount
Creating Opportunities
If using the flow template, begin by clicking the custom Create New Donation button on Account
- Populate fields on each screen and create the Opportunity, Payment, GAU Allocation records.
- A cash gift will look something like this. See the Payments page for more details on Payment records and see the GAU Allocations page for more details on the GAU Allocation record.
- If your org wants to use the Gift Batch functionality, populate that field and as many of the fields in the flow as your org needs
- This flow will accomodate cash and non-cash gifts; if a non-cash gift of stock/securities was entered security related fields can also be populated. If your org has a Tiingo account for stock/securities pricing and if it has been configured, add the Call the Tiingo API for this Security to the flow used for gift entry.