Do more with the new Nonprofit Cloud for Fundraising objects.
This release is in preview. Features described in this document don't become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can't guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features. Linked documentation might not include the new features or the links in these release notes might not work yet.
- Log all gifts received by your organization
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Use the new GiftEntry object to enter gifts individually.
With Shield Platform Encryption, you can add another layer of security to these fields on the GiftEntry object.
- First Name
- Last Name
- Mobile Phone
- Home Phone
- Street
- City
- State / Province
- Country
- Organization Name
- Log gifts in bulk
- Use the new GiftBatch object to enter gifts in bulk.
- Record gift transactions
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Use the new GiftTransaction object.
- Join a gift designation to a gift transaction
- Use the new GiftTransactionDesignation object.
- Record gift transaction designations
- Use the new GiftDesignation object to assign a custom designation to a gift transaction.
- Record gift transaction default designations
- Use the new GiftDefaultDesignation to allocate gifts to the default designation.
- Issue soft credits for a gift transaction
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Use the new GiftSoftCredit object.
- Issue full or partial donation refunds upon request
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Use the new GiftRefund object.
- Honor individuals or groups with a tribute
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Use the new GiftTribute object.
- Create donor gift commitments
- Use the new GiftCommitment object.
- Set gift commitment schedules
- Use the new GiftCommitmentSchedule object.
- Identify audience and outreach methods of campaigns
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Use the new OutreachSourceCode object.
- Track Campaign results
- Use the new OutreachSumary object.
- Summarize the giving histories of your donors
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Use the new DonorGiftSummary object.
- See a donor's financial assets and giving history
- Use the new ContactProfile object.
SEE ALSO