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.

• Custom Fields
• Actions/Buttons

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 plan to use. Make sure these are included on the Account Page Layout and Lightning Page.

• Alternative Names
• Anonymous?
• Average Grant
• Budget
• Charity Number
• Combined Name
• Combined Salutation
• Date Inc
• Default Address
• Direct Deposit Notification Email
• Donor Class
• EIN
• ExtSysId
• Fiscal Sponsor
• Grantee Status
• Grantee Type
• IRS Name
• IRS Status
• Largest Grant
• Last Grant Amount
• Last Grant Date
• NTEE Code
• Number of Grants
• Number of Grants Last Year
• Number of Grants This Year
• Number of Grants Two Years Ago
• Phone Ext.
• Population
• Program Area
• Rank
• Region
• Smallest Grant
• Solicitor
• Source
• Sub Program
• Tax ID
• Total Grants
• Total Grants Last Year
• Total Grants This Year
• Total Grants Two Years Ago

• CreateNewDonation
  • This button has the flow, New Donation Screen Flow on Account behind it. This flow is a template and is intended to jumpstart the process for building a custom screen flow for gift entry from Account.
  • Begin by clicking Save As New Flow and Rename, then build the flow to fit your gift entry process.
  • Once flow is complete, be sure to add it to a new button and replace the Create New Donation button with the new, custom button just created.
• CreateNewHouseholdAddress
  • This button is a Quick Action to Create an Address record for a Household Account.
  • Edit the Layout of the button to include different fields or rearrange the placement.
• CreateNewOrganizationAddress
  • This button is a Quick Action to Create an Address record for an Organization Account.
  • Edit the Layout of the button to include different fields or rearrange the placement.
• New_Funding_Request
  • This button has the flow, New Funding Request on Account behind it.
  • This flow is a template and is intended to jumpstart the process for building a custom screen flow for funding request entry from Account.
  • Begin by clicking Save As New Flow and Rename, then build the flow to fit your funding request entry process.
  • Once flow is complete, be sure to add it to a new button and replace the New Funding Request button with the new, custom button just created.