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I have for many years been a summer resident of a little island in Maine which has two 501( c)(3)s for which I have been essentially the IT guy.. I built their websites, implemented Salesforce instances to record and track donations, etc., generate household mailings, etc.
I am trying now to make things usable by anyone without professional training; to that end I’m switching from hand-built websites to those that are created with Wordpress. I have used batch data entry to update SF but as people become more willing to make donations on-line, I have realized that the ability to link the donation (USUALLY a membership renewal, NOT usually a new membership altogether) to SF without my having to manually make the entry would make my job (and that of anyone succeeding me) easier.
So I looked at C&P. Had no problem following the directions to set it up in either of the SF instances. And then I had a problem. I realized I didn’t understand some fundamental things. SO hence my questions:
a) C&P REPLACES the standard Opportunity, right? Is there any way to import into it the entries made over the past five years? Or should I start anew this year with C&P, and produce reports for the past few years the traditional way but regard it as history. If I do NOT, will C&P “find” the existing contacts and accounts?
b) About half of the donations are from people with no email address and their payments will be made by mailed check. I started entering the data on them using the imbedded Virtual Terminal in a contact’s record. There is a “Payment For” and a blank to fill in. Is there any way to make this a checklist, “donation” or “membership” - the options available in the Easy form that the donors will go to? How do I do this? I know how to modify objects in SF, but I can’t FIND the c&p objects. I know how to modify page layouts but where are they?
I am trying now to make things usable by anyone without professional training; to that end I’m switching from hand-built websites to those that are created with Wordpress. I have used batch data entry to update SF but as people become more willing to make donations on-line, I have realized that the ability to link the donation (USUALLY a membership renewal, NOT usually a new membership altogether) to SF without my having to manually make the entry would make my job (and that of anyone succeeding me) easier.
So I looked at C&P. Had no problem following the directions to set it up in either of the SF instances. And then I had a problem. I realized I didn’t understand some fundamental things. SO hence my questions:
a) C&P REPLACES the standard Opportunity, right? Is there any way to import into it the entries made over the past five years? Or should I start anew this year with C&P, and produce reports for the past few years the traditional way but regard it as history. If I do NOT, will C&P “find” the existing contacts and accounts?
b) About half of the donations are from people with no email address and their payments will be made by mailed check. I started entering the data on them using the imbedded Virtual Terminal in a contact’s record. There is a “Payment For” and a blank to fill in. Is there any way to make this a checklist, “donation” or “membership” - the options available in the Easy form that the donors will go to? How do I do this? I know how to modify objects in SF, but I can’t FIND the c&p objects. I know how to modify page layouts but where are they?
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