https://mail.fdnpartners.wiki/ 2026-09-01T20:54:27+00:00 https://mail.fdnpartners.wiki/ https://mail.fdnpartners.wiki/lib/exe/fetch.php?media=logo.png text/html 2026-09-01T20:54:06+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:using_donor_360:10account_attributes&rev=1788296046&do=diff Account Attributes This section is for identifying and understanding how to use the custom fields, Actions/Buttons and other functionality added to the Account Attributes object in the Donor 360 package. Account Attributes is a way to tag Accounts to track specific items, such as mailings or boards & committees. It is primarily used for Organization Accounts. text/html 2026-09-01T20:32:25+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:using_donor_360:1accounts&rev=1788294745&do=diff Accounts This section is for identifying and understanding how to use the custom fields, Actions/Buttons and other functionality added to the Account object in the Donor 360 package. Content * Custom Fields * Actions/Buttons Custom Fields Some of these fields are Picklist and need to have values assigned, others are populated by Apex Classes, some are included in flow templates and others are fields available for users to populate. Work with your teams to determine which fields you pla… text/html 2026-09-01T19:36:25+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:using_donor_360&rev=1788291385&do=diff Using Donor 360 Overview This section will walk through Donor 360 specific functionality. The objects used are a mix of standard Salesforce objects, Outbound Funds Module package objects and Foundation Partners Donor 360 package object. Accounts, Contacts & Related Objects text/html 2026-09-01T19:13:25+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=fund360:using_fund_360&rev=1788290005&do=diff Using Fund 360 Overview This section will walk through Fund 360 specific functionality. The objects used are a mix of standard objects, Outbound Funds Managed Package and Donor 360 Managed Package and Fund 360 Managed Package. Content * Reverse/Correct Opportunities * Gift Entry and Processing text/html 2026-09-01T19:12:42+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:using_donor_360:gift_entry_and_processing&rev=1788289962&do=diff text/html 2026-09-01T19:12:22+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=fund360:using_fund_360:gift_entry_and_processing&rev=1788289942&do=diff Gift Entry and Processing Overview This document is meant to give users an overview of the Gift Entry and Processing process from entering the gift to posting and briefly touching on letters. Gift Entry is used to record donations from donors and allocate them to funds. Gifts can be entered and reviewed before they are posted, at which point donor records, fund balances, and accounting are updated. text/html 2026-09-01T19:11:09+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:using_donor_360:reversecorrectopportunities&rev=1788289869&do=diff text/html 2026-09-01T19:10:49+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:using_fund_360:reversecorrectopportunities&rev=1788289849&do=diff text/html 2026-09-01T19:09:39+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=fund360:using_fund_360:reversecorrectopportunities&rev=1788289779&do=diff Reverse/Correct Opportunities Opportunities track potential or expected donations before they are received or after they have arrived. They allow staff to manage pledges, planned giving, and fundraising pipelines prior to gift entry. They also allow staff to track received gifts after they have been entered. text/html 2026-09-01T19:01:11+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=fund360:home&rev=1788289271&do=diff Product Home Post Install Tasks * Licenses and Permissions * Profiles * Permission Sets Object Configuration * Funds * Funding Programs * Funding Requests Using Fund 360 AP Automation and AI Capture Payables/Invoices Bank Reconciliation and Investment Reconciliation and Allocation text/html 2026-09-01T18:34:13+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:postinstalltasks:schedule_apex_jobs&rev=1788287653&do=diff Schedule Apex Jobs Overview * This section will walk through scheduling Apex Jobs that will run in the background. Content * Apex Jobs to Schedule * How to Schedule Apex Job Apex Jobs to Schedule * GrantPaymentRollup_BATCH * GrantRollup_BATCH How to Schedule Apex Job It is preferrable to schedule Apex Jobs as an Integration User or another User record that isn't attached to a System Administrator user. If an Integration User has not yet been created, schedule these jobs as S… text/html 2026-09-01T18:32:50+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:object_configuration:40fundsgau&rev=1788287570&do=diff Funds (General Accounting Units) This section is for working through buttons, related lists and Lightning Pages for the Fund object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Funds * Select Page Layouts, Select Fund (FDNP) text/html 2026-09-01T18:32:43+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?image=donor360%3Aobject_configuration%3Afundgrantrollupfields.png&ns=donor360%3Aobject_configuration&rev=1788287563&tab_details=history&media_do=diff&do=media <img src="https://mail.fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=c3b644&amp;media=donor360:object_configuration:fundgrantrollupfields.png" alt="fundgrantrollupfields.png" loading="lazy" width="500" height="500" /> text/html 2026-09-01T18:29:47+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:object_configuration:1accounts&rev=1788287387&do=diff Accounts This section is for working through buttons, related lists and Lightning Pages for the Account object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Accounts * Select Household Layout (either the one labeled with FDNP or a custom version), Click text/html 2026-09-01T18:29:18+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?image=donor360%3Aobject_configuration%3Aaccountgrantrollupfields.png&ns=donor360%3Aobject_configuration&rev=1788287358&tab_details=history&media_do=diff&do=media <img src="https://mail.fdnpartners.wiki/lib/exe/fetch.php?w=500&amp;h=500&amp;tok=2d0b08&amp;media=donor360:object_configuration:accountgrantrollupfields.png" alt="accountgrantrollupfields.png" loading="lazy" width="500" height="500" /> text/html 2026-09-01T17:48:51+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:object_configuration&rev=1788284931&do=diff Object Configuration Overview The list of objects below are used in Foundation Partner Donor 360. Each object will need some configuration and the instructions will walk through setup for each. The Donor 360 package offers many objects that can be used and configured to your org's needs. Some objects expand on the functionality included with standard Salesforce objects, Nonprofit Success Pack (NPSP) and Outbound Funds Module. Donor 360 is also designed to work in conjunction with Foundation Pa… text/html 2026-09-01T17:47:19+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:home&rev=1788284839&do=diff Product Home Post Install Tasks * Accounts, Contacts, Affiliations & Addresses * NPSP Settings * Flows * Profiles * Permissions * Schedule Apex Jobs Object Configuration Release Notes Using Donor 360 text/html 2026-09-01T17:46:47+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:postinstalltasks:permission_sets&rev=1788284807&do=diff text/html 2026-09-01T17:45:01+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:postinstalltasks:permissions&rev=1788284701&do=diff Permissions Overview * This section will walk through verifying settings and assigning the Donor 360 Standard User Permission Set, then creating a new Permission Set to add additional required access for Users. Content * Verify Settings for Permission Set * Assign Permission Set to Users * Create New Permission Set * Public Groups * text/html 2026-09-01T17:29:41+00:00 judy.otto (judy.otto@undisclosed.example.com) https://mail.fdnpartners.wiki/doku.php?id=donor360:postinstalltasks:profiles&rev=1788283781&do=diff Profiles Overview Foundation Partner Donor 360 uses a cloned version of the Standard User Profile in the package (FDNP Standard User). Typically, clients will clone this profile, rename it then update according to the organization's preferences. A