Learn how to configure security, payment methods, and more to make the most use of GEM.
- GEM and Localization
Get answers to frequently asked questions about localization, and learn about available languages. - Set Up Security Controls
Configure and assign permission sets and page layouts to give your users access to the information they need. - Configure Your Accounts
Verify your Account Model and run a data cleanup script to prepare for gift entry with GEM. - Configure Accounts, Contacts, and Related Objects
Configure other Salesforce objects used in conjunction with GEM. - Configure Opportunities
Configure Opportunity names and stages to best match your org's gift process. - Set Up Payment Methods
Customize the Payment Method field to add the types of payments your organization receives. - Enable Customizable Rollups
Enable customizable rollups to see lifetime donation totals on donor records. - Set Up General Accounting Units for Allocations
Configure General Accounting Units to designate portions of gifts to multiple funds. - Customize the Single Gift Entry Form
Customize the Single Gift Entry form to fit the way your org enters gifts. - Configure Accounting Subledger (Optional)
Optionally configure Accounting Subledger to create transferable accounting records. - Other GEM Settings
Review the names and default values of the settings that GEM installs.