Tag Archives: SalesForce

SalesForce: Donors and Donations

Looking into this further,  the SalesForce non-profit starter pack deals with Donors and Donations.

A typical issue when dealing with donors is that you often want to track relationships between different donors; for example spouses in the same household who contribute independently to your organization. One way of doing this (not just in SalesForce) is the notion of a household.  In database terms, a household would represent many-to-one relationship where a one or more contacts are members of a single household.

SalesForce will accommodate no less than 4 different kinds of contact/account models. The details are explained in their FAQ about account models.  The upshot is that out of the box, the most recent version of their non-profit starter pack uses what they call their household model.

SalesForcehohousehold

If you check out the terminology in the diagram above, you can see that they are mapping non-profit terminology to their sales terminology.

Non-Profit SalesForce
Donor Contact
Household Account
Donation Opportunity

We’ll have to look at this when it is wired up as a online form.

SalesForce NonProfit Starter Pack

We’ve been looking into a Customer Relationship Management system for our nonprofit, that will encompass more than the just the usual fundraising type of database. One option that we’re taking a hard look at is the cloud-based SalesForce nonprofit version. One of the tasks is to learn the workflow jargon such as:

  • Opportunity Stages
  • Opportunity Sales Processes
  • Opportunity Record Types

Salesforce provides a donation for up to 10 users for any qualifying non-profit organization. The Nonprofit Starter Pack is a pre-configured set of functions and data elements that can be overlaid on to a “standard” SalesForce company installation. The donation includes significant online support, documentation,  and forums with members from nonprofits who are using the system.

As a preliminary exercise, I’m going to attempt to import our donor data from our previous Little Green Light system. This consists of two tables; a donor contact table and a transaction table which lists all of the donations made by members in the donor table. Both of these are currently living in FileMaker which can export into a variety of file formats including Excel and comma delimited (text) files.