donor360:using_donor_360:38activity
Activity
This section is for identifying and understanding how to use the custom fields added to the Activity object in the Donor 360 package. Activity is a standard Salesforce object and Donor 360 adds some additional fields.
Content
Custom Fields
Field types include text, External Id, lookup field to both Fund and Funding Request and a picklist field. Work with your teams to determine which fields you plan to use. Make sure these are included in any custom Activity buttons created in your org.
- Activity Area
- ExtSysId
- Fund
- Move Type
- Next Action Date
- Related To Funding Request
donor360/using_donor_360/38activity.txt · Last modified: by judy.otto