Product Documentation

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judy.otto (judy.otto@undisclosed.example.com) — 2026-09-29T21:57:55+00:00

Permissions

judy.otto (judy.otto@undisclosed.example.com) — 2026-09-29T21:46:04+00:00

Permissions Overview * This section will walk through verifying settings and assigning the Donor 360 Standard User Permission Set, then creating a new Permission Set to add additional required access for Users. Content * Verify Settings for Permission Set * Assign Permission Set to Users * Create New Permission Set * Public Groups *

Opportunities

judy.otto (judy.otto@undisclosed.example.com) — 2026-09-29T21:39:12+00:00

Opportunities This section is for understanding how to use the Opportunity and related objects. Opportunity is a standard Salesforce object and works with NPSP package objects Payments, GAU Allocation and General Accounting Unit (Fund) to track giving from donors, the date the payment was made and the Fund the gift went into. Foundation Partners Donor 360 also adds a custom object called Gift Batch which helps organizations track gift entry into batches and Security Settlements to track informa…

Payments

judy.otto (judy.otto@undisclosed.example.com) — 2026-09-29T21:32:41+00:00

Payments This section is for understanding how to use the Payment (be sure to use the Payment with the API name of npe01_OppPayment_c) and related objects. Payment is an NPSP package object and works with Opportunity, GAU Allocation and General Accounting Unit (Fund) to track giving from donors.

2026 Release Notes

judy.otto (judy.otto@undisclosed.example.com) — 2026-09-29T21:01:54+00:00

2026 Release Notes * Version 1.57 * Version 1.56 * Versions 1.51-1.55 * Version 1.50 * Version 1.49 * Version 1.48 * Version 1.47 * Version 1.46 * Version 1.45 * Version 1.44 * Version 1.43 Version 1.57 Date: 2026-09-28 Installation Link The new version of Donor 360 can be installed from: Sandbox: Production: Enhancements * Ordered List Item ----------

Case - created

judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T20:05:41+00:00

Case The Case object is a Salesforce Standard Object and the Donor 360 package has added some common Record Types and Business Processes. Work with your team to determin if these apply to your organization. Content * Record Types * Business Process Record Types * Donor360 Support

Using Donor 360

judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T20:00:52+00:00

Using Donor 360 Overview This section will walk through Donor 360 specific functionality. The objects used are a mix of standard Salesforce objects, Outbound Funds Module package objects and Foundation Partners Donor 360 package object. Accounts, Contacts & Related Objects

API Last Sync - created

judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T19:57:04+00:00

API Last Sync The API Last Sync object is used to track changes to records that are moved between two systems with an Integration. Used with REST services when retrieving data that has changed and is to be pushed to another system for update. This record keep track of those changes.

Log

judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T19:53:07+00:00

Log The Log object is used to record Apex errors in a familiar record format, giving System Admins better view of Apex error details. When customizing or writing flows, add a Create Record element and write flow errors to the Log object rather than the standard email sent with the link to the flow error.

FAQ

judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T19:46:30+00:00

FAQ This section is for understanding how to use the FAQ object. FAQ is intended for an internal users or for a portal and used by external users. Use the object to create a list of records that are frequently asked questions, instructional, simple onboarding lists or other uses where directions are needed.

Custom Settings and Metadata Types

judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T19:34:09+00:00

Custom Settings and Metadata Types Overview There are a few Custom Settings and Metadata Types that are available for use in your org. Work with your team to determine if these are needed. Content * Custom Settings * Metadata Types Custom Settings * Grant Settings *

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judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T15:21:59+00:00

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judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T15:20:01+00:00

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judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T15:10:47+00:00

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judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T15:09:27+00:00

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judy.otto (judy.otto@undisclosed.example.com) — 2026-09-25T14:30:55+00:00

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judy.otto (judy.otto@undisclosed.example.com) — 2026-09-24T21:56:03+00:00

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judy.otto (judy.otto@undisclosed.example.com) — 2026-09-24T21:19:47+00:00

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judy.otto (judy.otto@undisclosed.example.com) — 2026-09-24T21:19:17+00:00