Product Documentation - donor360:object_configuration
https://www.fdnpartners.wiki/
2026-09-01T21:26:04+00:00Product Documentation
https://www.fdnpartners.wiki/
https://www.fdnpartners.wiki/lib/exe/fetch.php?media=logo.pngtext/html2026-09-01T18:29:47+00:00Anonymous (anonymous@undisclosed.example.com)Accounts
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:1accounts&rev=1788287387&do=diff
Accounts
This section is for working through buttons, related lists and Lightning Pages for the Account object.
Content
* Page Layouts
* Lightning Page
Page Layouts
* Click Setup, Object Manager, Accounts
* Select Household Layout (either the one labeled with FDNP or a custom version), Clicktext/html2026-08-05T14:27:10+00:00Anonymous (anonymous@undisclosed.example.com)Affiliations
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:3affiliations&rev=1785940030&do=diff
Affiliations
This section is for working through buttons, related lists and Lightning Pages for the Affiliation object.
Content
* Page Layouts
* Lightning Page
Page Layouts
* Click Setup, Object Manager, Affiliation
* Select Page Layouts, Select Affiliation Layout (either the one labeled with FDNP or a custom version), Clicktext/html2026-08-05T14:46:37+00:00Anonymous (anonymous@undisclosed.example.com)Opportunities
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:4opportunities&rev=1785941197&do=diff
Opportunities
This section is for working through buttons, related lists and Lightning Pages for the Opportunity object.
Content
* Page Layouts
* Lightning Page
Page Layouts
* Click Setup, Object Manager, Opportunities
* Select Page Layouts, Select Opportunity Layout (either the one labeled with FDNP or a custom version), Clicktext/html2026-08-28T21:25:01+00:00Anonymous (anonymous@undisclosed.example.com)Letter Generation
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:5letter_generation&rev=1787952301&do=diff
Letter Generation
This section covers general setup of Letter Generation tool included in the Donor 360 package. It includes general permissions, page layouts, templates, automation to assign templates and letter output. NOTE: The Letter Generation tool generates the text of a letter which is then merged with a Word document using a document merge tool such as Conga or Apsona (licenses needed).text/html2026-08-28T16:52:37+00:00Anonymous (anonymous@undisclosed.example.com)Account Attributes
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:10account_attributes&rev=1787935957&do=diff
Account Attributes
This section is for working through buttons, related lists and lightning pages for the Account Attributes object. Account Attributes is a way to tag Accounts to track specific items, such as mailings or boards & committees. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see the Accounts or Contacts object configuration.text/html2026-09-01T20:56:25+00:00Anonymous (anonymous@undisclosed.example.com)Addresses
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:12addresses&rev=1788296185&do=diff
Addresses
This section is for working through buttons, related lists and Lightning Pages for the Address object.
Content
* Page Layouts
* Lightning Page
Page Layouts
Separate Page Layouts exist for Organizations and Household due to seasonal address fields on the Household layout. Prepare separate layouts.text/html2026-08-28T16:20:50+00:00Anonymous (anonymous@undisclosed.example.com)Contacts
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:20contacts&rev=1787934050&do=diff
Contacts
This section is for working through buttons, related lists and Lightning Pages for the Contact object.
Content
* Page Layouts
* Lightning Page
Page Layouts
* Click Setup, Object Manager, Contacts
* Select Page Layouts, Select Contact Layout (either the one labeled with FDNP or a custom version), Clicktext/html2026-08-28T17:00:34+00:00Anonymous (anonymous@undisclosed.example.com)Contact Attributes
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:25contact_attributes&rev=1787936434&do=diff
Contact Attributes
This section is for working through buttons, related lists and lightning pages for the Contact Attributes object. Contact Attributes is a way to tag Contacts to track specific items, such as mailings or boards & committees. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T17:06:54+00:00Anonymous (anonymous@undisclosed.example.com)Contact Import Staging
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:30contact_import_staging&rev=1787936814&do=diff
Contact Import Staging
This section is for working through buttons, related lists and lightning pages for the Contact Import Staging object. Contact Import Staging is a way to import Contacts into Salesforce and update existing Contacts or create new Contact. It's a way to bring contacts into Salesforce from other systems. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T17:18:34+00:00Anonymous (anonymous@undisclosed.example.com)Affiliations
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:35affiliations&rev=1787937514&do=diff
Affiliations
This section is for working through buttons, related lists and lightning pages for the Affiliations object. Affiliations is a NPSP package object that sits between Accounts and Contacts. It's a junction object and is used to connect Contacts to Accounts and typically used to track a contact's workplace or volunteer organizations. It can also be used to track board connections. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-09-01T18:32:50+00:00Anonymous (anonymous@undisclosed.example.com)Funds (General Accounting Units)
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:40fundsgau&rev=1788287570&do=diff
Funds (General Accounting Units)
This section is for working through buttons, related lists and Lightning Pages for the Fund object.
Content
* Page Layouts
* Lightning Page
Page Layouts
* Click Setup, Object Manager, Funds
* Select Page Layouts, Select Fund (FDNP)text/html2026-08-28T17:23:03+00:00Anonymous (anonymous@undisclosed.example.com)Funding Programs
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:45funding_programs&rev=1787937783&do=diff
Funding Programs
This section is for working through buttons, related lists and Lightning Pages for the Funding Program object.
Content
* Page Layouts
* Lightning Page
Page Layouts
* Click Setup, Object Manager, Funding Program
* Select Funding Program Layout (either the one labeled with FDNP or a custom version), Clicktext/html2026-08-28T17:28:11+00:00Anonymous (anonymous@undisclosed.example.com)Fund Relationship
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:50fund_relationship&rev=1787938091&do=diff
Fund Relationship
This section is for working through buttons, related lists and lightning pages for the Fund Relationship object. Fund Relationship is a way to connect Contacts to Funds. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T18:57:12+00:00Anonymous (anonymous@undisclosed.example.com)Fund Note
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:55fund_note&rev=1787943432&do=diff
Fund Note
This section is for working through buttons, related lists and lightning pages for the Fund Note object. Fund Note is a way to connect Notes about a Fund to the Fund record. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T19:02:16+00:00Anonymous (anonymous@undisclosed.example.com)Fund Intention
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:60fund_intention&rev=1787943736&do=diff
Fund Intention
This section is for working through buttons, related lists and lightning pages for the Fund Intention object. Fund Intention is a way to indicate where a Fund's assest are spent; typically program areas. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T21:04:13+00:00Anonymous (anonymous@undisclosed.example.com)Fund Distribution
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:65fund_distribution&rev=1787951053&do=diff
Fund Distribution
This section is for working through buttons, related lists and lightning pages for the Fund Distribution object. Fund Distribution is a way to record the distribution schedules for Designated funds. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T19:47:51+00:00Anonymous (anonymous@undisclosed.example.com)Funding Request Import Staging
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:70funding_request_import_staging&rev=1787946471&do=diff
Funding Request Import Staging
This section is for working through buttons, related lists and lightning pages for the Funding Request Import Staging object. Funding Request Import Staging is a staging object for use with external systems. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T19:50:33+00:00Anonymous (anonymous@undisclosed.example.com)Opportunities
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:75opportunities&rev=1787946633&do=diff
Opportunities
This section is for working through buttons, related lists and Lightning Pages for the Opportunity object.
Content
* Page Layouts
* Lightning Page
Page Layouts
* Click Setup, Object Manager, Opportunities
* Select Page Layouts, Select Opportunity Layout (either the one labeled with FDNP or a custom version), Clicktext/html2026-08-28T19:55:41+00:00Anonymous (anonymous@undisclosed.example.com)Payments
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:80payments&rev=1787946941&do=diff
Payments
This section is for working through buttons, related lists and Lightning Pages for the Payments object.
Content
* Page Layouts
* Lightning Page
Page Layouts
* Click Setup, Object Manager, Payments
* Select Page Layouts, Select Payments (Cash) in the pallettext/html2026-08-28T20:13:13+00:00Anonymous (anonymous@undisclosed.example.com)GAU Allocation
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:85gau_allocations&rev=1787947993&do=diff
GAU Allocation
This section is for working through buttons, related lists and lightning pages for the GAU Allocation object (sometimes relabeled to Gift Allocation or Fund Allocation). The GAU Allocation represents the transaction into a Fund. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T20:21:14+00:00Anonymous (anonymous@undisclosed.example.com)Security Settlement
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:90security_settlement&rev=1787948474&do=diff
Security Settlement
This section is for working through buttons, related lists and lightning pages for the Security Settlement object. Security Settlement is a way to track security transactions and details connected to the Payment and Opportunity records. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T20:20:42+00:00Anonymous (anonymous@undisclosed.example.com)Gift Batch
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:95gift_batch&rev=1787948442&do=diff
Gift Batch
This section is for working through buttons, related lists and lightning pages for the Gift Batch object. Gift Batch is a way to group Opportunities into batches. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T20:33:52+00:00Anonymous (anonymous@undisclosed.example.com)Funding Requests
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:100funding_requests&rev=1787949232&do=diff
Funding Requests
This section is for working through buttons, related lists and Lightning Pages for the Funding Request object.
Content
* Page Layouts
* Lightning Page
Page Layouts
* Click Setup, Object Manager, Funding Request
* Select Funding Request Layout (either the one labeled with FDNP or a custom version), Clicktext/html2026-08-28T20:29:51+00:00Anonymous (anonymous@undisclosed.example.com)Disbursements
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:105disbursements&rev=1787948991&do=diff
Disbursements
This section is for working through buttons, related lists and lightning pages for the Disbursement object. Disbursement represents the amount and date for paying out of a funding request and it is a Outbound Funds Module object. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T20:31:20+00:00Anonymous (anonymous@undisclosed.example.com)GAU Expenditure
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:110gau_expenditures&rev=1787949080&do=diff
GAU Expenditure
This section is for working through buttons, related lists and lightning pages for the GAU Expenditure (sometimes relabeld as Fund Expenditure or Grant Expenditure). GAU Expenditure represents the transaction out of a Fund and is used in conjunction with the Funding Request and Disbursement objects. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T21:10:47+00:00Anonymous (anonymous@undisclosed.example.com)Grant Budget Entry
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:115grant_budget_entry&rev=1787951447&do=diff
Grant Budget Entry
This section is for working through buttons, related lists and lightning pages for the Grant Budget Entry. Grant Budget Entry works in conjunction with Fund and Fund Intention to create Grant Budgets each year. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T21:15:06+00:00Anonymous (anonymous@undisclosed.example.com)Grant Budget Transaction
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:120grant_budget_transaction&rev=1787951706&do=diff
Grant Budget Transaction
This section is for working through buttons, related lists and lightning pages for the Grant Budget Transaction. Grant Budget Transaction works in conjunction with Grant Budget Entry, Grant Budget Balance, Fund and Fund Intention to compile transactions for a Grant Budgets. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T21:21:06+00:00Anonymous (anonymous@undisclosed.example.com)Grant Budget Balance
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:125grant_budget_balance&rev=1787952066&do=diff
Grant Budget Balance
This section is for working through buttons, related lists and lightning pages for the Grant Budget Balance. Grant Budget Balance works in conjunction with Grant Budget Entry, Grant Budget Transaction, Fund and Fund Intention to display the balance for Grant Budgets. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T21:38:04+00:00Anonymous (anonymous@undisclosed.example.com)Letter Template
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:130letter_template&rev=1787953084&do=diff
Letter Template
This section is for working through buttons, related lists and lightning pages for the Letter Template object. Letter Template is a way to create basic templates for common letters sent to donors, grantees or other contacts. It can be connected to Funding Requests, Disbursements, Opportunities, or Fund Expenditures. It works in conjunction with Letter Template and Letter Output. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning P…text/html2026-08-28T21:37:16+00:00Anonymous (anonymous@undisclosed.example.com)Letter Template Merge Fields
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:135letter_template_merge_fields&rev=1787953036&do=diff
Letter Template Merge Fields
This section is for working through buttons, related lists and lightning pages for the Letter Template Merge Fields object. Letter Template Merge Fields is a way to generate merge field data that is used in the Letter Template record's Template Body field. It works in conjunction with Letter Template and Letter Output. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T21:42:25+00:00Anonymous (anonymous@undisclosed.example.com)Letter Output
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:140letter_output&rev=1787953345&do=diff
Letter Output
This section is for working through buttons, related lists and lightning pages for the Letter Output object. Letter Output is the generated merge record and is the output of the Letter Template, Letter Template Merge Fields and the data record (Opportunity, Funding Request, Disbursement, Fund Expenditure) It works in conjunction with Letter Template and Letter Output. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see thetext/html2026-08-28T21:22:40+00:00Anonymous (anonymous@undisclosed.example.com)Letter Templates
https://www.fdnpartners.wiki/doku.php?id=donor360:object_configuration:letter_generation&rev=1787952160&do=diff
Letter Templates
Overview MOVE TO USING DONOR 360
This section will review how the Letter Template is designed to work and guide setup of a letter template.
Create a Letter Template
* From App Launcher, search and select Letter Template, Click