Your most-used Nonprofit Cloud objects now support standard Salesforce features, providing a more consistent and powerful user experience. Improve usability and operational efficiency by enabling path, kanban, and calendar for objects related to fundraising, program management, and volunteer management.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud. |
- Graphically View Your Records
View records in a graphical way to help monitor your work and keep projects moving ahead. Kanban views are available for most objects, with exceptions such as tasks. - Use Path with Nonprofit Objects
Boost productivity and help users gather complete data. Create paths to guide your users through steps of a business process, such as enrolling a participant in a program, or awarding a grant. At each step of a path, you can highlight key fields and include customized guidance for success. - View Data in a Calendar
Avoid scheduling conflicts after your organization enables Salesforce Calendar. Users can see their records, for example, volunteer events or benefit sessions, plotted on a calendar. This calendar helps to plan work that includes date and time fields.
Graphically View Your Records
View records in a graphical way to help monitor your work and keep projects moving ahead. Kanban views are available for most objects, with exceptions such as tasks.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud. |
| User Permissions Needed | |
|---|---|
| To create list views: |
Read on the type of record included in the list AND Create and Customize List Views |
| To create, edit, or delete public list views: | Manage Public List Views |
Kanban is available for these Nonprofit Cloud objects.
- Benefit
- BenefitAssignment
- BenefitDisbursement
- CaseParticipant
- ComplaintParticipant
- DonorGiftConcept
- GiftAgreement
- GiftCommitment
- GiftRefund
- GiftTransaction
- GiftTribute
- ProgramCohort
- ProgramCohortMember
Edit kanban settings on the related list view for the object. For more information on how to use kanban, go to Use Kanban to Work with Graphical Views of Your Records.
Use Path with Nonprofit Objects
Boost productivity and help users gather complete data. Create paths to guide your users through steps of a business process, such as enrolling a participant in a program, or awarding a grant. At each step of a path, you can highlight key fields and include customized guidance for success.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud. |
| User Permissions Needed | |
|---|---|
| To administer Path: |
Modify All Data AND Customize Application |
Path is available for these Nonprofit Cloud objects.
- Benefit
- BenefitAssignment
- BenefitDisbursement
- BenefitSchedule
- BenefitSession
- CarePlan
- CaseParticipant
- ComplaintParticipant
- DonorGiftConcept
- GiftAgreement
- GiftCommitment
- GiftRefund
- GiftTransaction
- GiftTribute
- IndividualApplication
- Program
- ProgramCohort
- ProgramCohortMember
- ProgramEnrollment
- Referral
Lightning record pages and the Salesforce mobile app support the use of Path. For information on how to set up and use Path, go to Guide Users with Path.
View Data in a Calendar
Avoid scheduling conflicts after your organization enables Salesforce Calendar. Users can see their records, for example, volunteer events or benefit sessions, plotted on a calendar. This calendar helps to plan work that includes date and time fields.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud. |
| User Permissions Needed | |
|---|---|
| To turn on Visit Calendar settings: | Customize Application |
| To add user lists to Calendar views: |
Customize Application AND Modify All Data |
| To create custom list views: | Create and Customize List Views |
Before you begin, set up Salesforce Calendar.
To view Nonprofit Cloud data on a calendar, select an object and the date fields that are valuable for your organization to see.
- From the App Launcher, search for Calendar, and then select Calendar.
-
To create a calendar, next to My Calendars, click
and select New Calendar.
- Select the object that you want to add to your calendar, and click Next.
- Give the calendar a name.
-
Select a field for the start of calendar items.
Date fields show their records at the top of a calendar entry, and Date/Time fields show within their time blocks.
- To define a duration of the items in your calendar, select a field for the end of calendar items.
- To apply a filter to the data, from the Apply a Filter field, select a list view.
- For the name to show on the calendar, select a field, such as the name or subject of your data.
- Save your work.