This section is for identifying and understanding how to use the custom fields, Actions/Buttons and other functionality added to the Fund (General Accounting Unit) object in the Donor 360 package. The Fund object is from Salesforce NPSP package. The Donor 360 package adds more custom fields and functionality.

A few custom fields are also included in Donor 360 for the Activity object. Fund is one of those fields and can be used to link Activity records to a Fund record.

• Custom Fields
• Actions/Buttons
• Validation Rules

Some of these fields are Picklist and need to have values assigned and others are populated by users. Work with your teams to determine which fields you plan to use. Make sure these are included on the Fund Page Layout and Lightning Page.

• Admin Fee Restart Date
• Annual Report Desc
• Anonymous Donations
• Anonymous Grants
• Asset Balance
• Available less Pending
• Available to Spend
• Average Grant
• Budget Year Type
• Comments
• Date Established
• Date Terminated
• Division Code
• Endowment
• ExtSysId
• FASB 136 Fund?
• Fund Class
• Fund Description
• Fund Name
• Fund Statement
• Fund Type
• Gift Language
• Grants Pending
• Interest
• Largest Grant
• Last Grant Amount
• Last Grant Date
• Market Value
• Market Value As Of Date
• Number of Grants
• Number of Grants Last Year
• Number of Grants This Year
• Number of Grants Two Years Ago
• Number of Qtrs to Average
• Paydown by Date
• Predecessor Fund
• Principal Access
• Purpose
• Smallest Grant
• Source
• SP Fixed Amount
• SP Minimum Amount
• SP Minimum Fund Balance
• SP Minimum HGV Fund Balance
• SP Rate
• Special Handling
• Spending Policy Restart Date
• Staff Code
• Sub Type
• Total Grants
• Total Grants Last Year
• Total Grants This Year
• Total Grants Two Years Ago
• UniqueExtSysId

• Ensure_Quarter_End_AF_Restart_Date
• Ensure_Quarter_End_SP_Restart_Date

A scheduled flow runs nightly to Add/Remove Fund Share to Customer Portal User or Customer Portal Manager User Types that are Active.

• Add and Remove Fund Share with User Nightly
  • Flow loops through Fund Relationship records for Active User's Contact record and Fund Relationships that are connected to their workplace through Affiliation records. flow Adds/Removes Fund Shares based on Fund Relationship field Portal Access.