Do more with the new and updated Fundraising objects.
Note If you're an existing customer and you don't see the new or changed fields, ask your
Salesforce admin to add the fields in the page layout of the respective objects.
New Objects
- Define the automation that controls household naming and greetings
- Use the new HouseholdNamingConfig object.
Changed Objects
- Exclude a person account from automatic household naming and greetings
- Use the new IsExclFrHshldAutoNaming field on the existing AccountContactRelation object.
- Set the order of household members in household naming
- Use the new HouseholdAutoNamingSequence field on the existing AccountContactRelation object.
- Exclude a household account from automatic naming and greeting updates
- Use the new IsExclFrHshldAutoNaming field on the existing PartyRelationshipGroup object.
- Create a household automatically for a donor without an existing household
- Use the new IsAutoCreateHousehold field on the existing GiftEntry object.
- Identify the origin of a gift soft credit, such as a household relationship
- Use the new SoftCreditSource field on the existing GiftSoftCredit object.
- Track the total value of hard credits and soft credits for household members
- Use the new TotalHouseholdCreditsAmount field on the existing DonorGiftSummary object.
- Exclude household accounts from soft credit creation with a boolean formula
- Use the new HshldSoftCreditExclFormula field on the existing FundraisingConfig object.
- Sync a custom account field with the primary household account lookup
- Use the new PrimaryHouseholdField field on the existing HouseholdUiConfiguration object.