https://fdnpartners.wiki/ 2026-10-03T14:53:00+00:00 https://fdnpartners.wiki/ https://fdnpartners.wiki/lib/exe/fetch.php?media=logo.png text/html 2026-09-01T21:17:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:1accounts&rev=1788297477&do=diff Accounts This section is for identifying and understanding how to use the custom fields, Actions/Buttons and other functionality added to the Account object in the Donor 360 package. Content * Custom Fields * Actions/Buttons Custom Fields Some of these fields are Picklist and need to have values assigned, others are populated by Apex Classes, some are included in flow templates and others are fields available for users to populate. Work with your teams to determine which fields you pla… text/html 2026-09-04T18:31:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:10account_attributes&rev=1788546715&do=diff Account Attributes This section is for identifying and understanding how to use the custom fields, Actions/Buttons and other functionality added to the Account Attributes object in the Donor 360 package. Account Attributes is a way to tag Accounts to track specific items, such as mailings or boards & committees. It is primarily used for Organization Accounts. text/html 2026-09-04T19:14:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:12addresses&rev=1788549241&do=diff Addresses This section is for identifying and understanding how to use the custom fields added to the Address object in the Donor 360 package. Be sure to choose the npsp_Address_c object. Content * Custom Fields * Record Types * Account Action Buttons * Record-Triggered Flow Custom Fields The following fields are available for use on an Address record and include email, phone, text, picklist and external ID for tracking address record information. Work with your teams to determine… text/html 2026-09-04T18:28:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:20contacts&rev=1788546506&do=diff Contacts This section is for identifying and understanding how to use the custom fields added to the Contact object in the Donor 360 package. Contact is a standard Salesforce object and Donor 360 adds some additional fields. Additional fields are often used on applications for scholarships or for recording preferred salutations and addresses. Other fields can be used as needed. Work with your team to determine which fields your org needs. text/html 2026-09-04T18:53:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:25contact_attributes&rev=1788548003&do=diff Contact Attributes This section is for identifying and understanding how to use the custom fields, Actions/Buttons and other functionality added to the Contact Attributes object in the Donor 360 package. Contact Attributes is a way to tag Contacts to track specific items, such as mailings, boards & committees, Professional Advisors, or even staff members. text/html 2026-09-04T17:55:27+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:30contact_import_staging&rev=1788544527&do=diff Contact Import Staging This section is for identifying and understanding how to use the custom object and fields for the Contact Import Staging object in the Donor 360 package. Content * Custom Fields * Flows * Permission Set * How to Use Custom Fields The following fields are available for use on an Contact Import Staging record and include text, picklist, external ID, and date, email and phone fields. The object is designed to be used for importing/exporting contact information … text/html 2026-09-01T21:49:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:35affiliations&rev=1788299364&do=diff Affiliations This section is for identifying and understanding how to use the custom fields added to the Affiliation object in the Donor 360 package. Affiliation is a NPSP package object and Donor 360 adds some additional fields. Content * Custom Fields * text/html 2026-09-04T20:05:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:38activity&rev=1788552312&do=diff 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 Custom Fields text/html 2026-09-25T20:05:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:39case&rev=1790366741&do=diff 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 text/html 2026-09-17T18:24:21+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:40fundsgau&rev=1789669461&do=diff Funds (GAU) 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. text/html 2026-09-04T20:15:25+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:45funding_programs&rev=1788552925&do=diff Funding Program This section is for identifying and understanding how to use the custom fields added to the Funding Program object in the Donor 360 package. Funding Program is an Outbound Funds Module package object and Donor 360 adds some additional fields. text/html 2026-09-04T20:28:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:50fund_relationship&rev=1788553714&do=diff Fund Relationship This section is for identifying and understanding how to use the custom fields added to the Fund Relationship object in the Donor 360 package. Fund Relationship is an object (junction) that connects a Contact and a Fund. It can also used to drive access to Experience Sites (portals) for Users with a Fund Relationship record which contains their Contact and gain access to the Fund on that recrod. text/html 2026-09-04T20:35:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:55fund_note&rev=1788554100&do=diff Fund Note This section is for identifying and understanding how to use the custom fields added to the Fund Note object in the Donor 360 package. Fund Note is a designed to store notes about a Fund. Content * Custom Fields Custom Fields Just a few fields are included with this object, Fund, Note and ExtSysId. Work with your teams to determine if your org needs this object to store notes about a Fund. Make sure the fields are included on the Fund Note Page Layout. text/html 2026-09-04T21:08:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:60fund_intention&rev=1788556121&do=diff Fund Intention This section is for identifying and understanding how to use the custom fields in the Fund Intention object in the Donor 360 package. Fund Intention is designed to track the intended use (areas it supports) of a Fund and not the year-to-year amounts paid from a fund. It is also designed to work with Grant Budget Entry, Grant Budget Transaction and Grant Budget Balance objects. text/html 2026-09-04T21:34:27+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:65fund_distribution&rev=1788557667&do=diff Fund Distribution This section is for identifying and understanding how to use the custom fields in the Fund Distribution object in the Donor 360 package. Fund Distribution is designed to track the recurring grants from a Designated fund (from same fund, to same organization and same or similar amount or percentage each year). This is designed to work with Foundation Partners Fund 360 package which includes two additional objects (Fund Distribution Entry and Fund Distribution Line as well as Gr… text/html 2026-09-29T21:39:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:75opportunities&rev=1790717952&do=diff 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… text/html 2026-09-29T21:32:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:80payments&rev=1790717561&do=diff 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. text/html 2026-09-24T16:27:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:85gau_allocations&rev=1790267268&do=diff GAU Allocations This section is for understanding how to use the GAU Allocation object. GAU Allocation (or sometimes referred to as Fund Allocation) is a custom object from the NPSP package and works with the Opportunity and Payment objects to connect a gift to a specific Fund. text/html 2026-09-22T21:31:53+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:90security_settlement&rev=1790112713&do=diff Security Settlement This section is for understanding how to use the Security Settlement object. Security Settlement is used with Opportunity and Payment records to represent the settlement of a security sale. Content * Custom Fields * Creating Security Settlements Custom Fields Custom fields included are listed below. Use the fields needed for your process to track the details of a security settlement. Some fields are populated on the Payment record (non-cash record type) text/html 2026-09-24T18:00:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:95gift_batch&rev=1790272841&do=diff Gift Batch This section is for understanding how to use the Gift Batch and related objects. Gift Batch is a custom object included in the Donor 360 package and is designed to assist organizations in batching gift processing. The Create New Donation flow accessed from an Account record can be customized to include a Gift Batch lookup field so that as users are entering Opportunities, the Gift Batch can be connected. text/html 2026-09-24T21:23:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:100funding_requests&rev=1790285019&do=diff Funding Requests This section is for understanding how to use the Funding Request and related objects. The Funding Request works with Disbursement and GAU Expenditure (sometimes called Fund Expenditure), all of which are part of the Outbound Funds Module package. Those object also work with NPSP object General Accounting Unit (Fund) to track grantmaking, scholarship award and other forms of text/html 2026-09-25T15:22:05+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:102funding_request_import_staging&rev=1790349725&do=diff Funding Request Import Staging This section is for understanding how to use the Funding Request Import Staging object. The object is designed to assist in importing grant records from another system for processing in Salesforce. Content * Custom Fields * text/html 2026-09-24T21:39:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:105disbursements&rev=1790285977&do=diff Disbursements This section is for understanding how to use the Disbursement object. The Disbursement is a child record of the Funding Request and is the parent record of the GAU Expenditure record. Content * Custom Fields * Flow Custom Fields Fields included with the Funding Request object include picklist, lookup, formula, date and text fields. Work with your teams to determine how your org uses this object. Make sure the fields are included on the Funding Request Page Layout and Light… text/html 2026-09-24T21:57:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:110gau_expenditures&rev=1790287052&do=diff GAU Expenditures This section is for understanding how to use the GAU Expenditure object. The GAU Expenditure is a child record of the Disbursement record. Content * Custom Fields * Field Set * Validaton Rule * Apex * Review GAU Expenditures Custom Fields Fields included with the Funding Request object include picklist, lookup, formula, date and text fields. Work with your teams to determine how your org uses this object. Make sure the fields are included on the Funding Request P… text/html 2026-09-25T16:32:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:115grant_budget_balance&rev=1790353950&do=diff Grant Budget Balance This section is for identifying and understanding how to use the Grant Budget Balance object in the Donor 360 package. Grant Budget Balance works with Grant Budget Entry and Grant Budget Transactions to manage the granting budget for a fund. It's designed to track the money the fund can spend for the year and then works with the Grant Budget Entry and Grant Budget Transactions to track the money moving in and out of the fund within the Grant Budget for the fund. text/html 2026-09-25T16:43:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:120grant_budget_entry&rev=1790354616&do=diff Grant Budget Entry This section is for identifying and understanding how to use the Grant Budget Entry object in the Donor 360 package. Grant Budget Entry with Grant Budget Balance and Grant Budget Transactions to manage the granting budget for a fund. It's designed to track the money the fund can spend for the year and then tracks the payables out of the fund and spending policy allowance back into the fund. text/html 2026-09-25T16:43:09+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:125grant_budget_transaction&rev=1790354589&do=diff Grant Budget Transaction This section is for identifying and understanding how to use the Grant Budget Transaction object in the Donor 360 package. Grant Budget Transaction works with Grant Budget Entry and Grant Budget Balance to manage the granting budget for a fund. It's designed to track the money the fund can spend for the year and then works with the Grant Budget Entry and Grant Budget Transactions to track the money moving in and out of the fund within the Grant Budget for the fund. text/html 2026-09-21T21:26:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:130letter_template&rev=1790026008&do=diff Letter Template & Merge Fields This section is for identifying and understanding how to use Letter Generation and specifically, Letter Template. Letter Template is the object used to create templates for use as receipt letters, award letters or other communication connected to a record. It works in conjunction with Letter Template Merge Fields and Letter Output. text/html 2026-09-22T14:27:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:140letter_output&rev=1790087255&do=diff Letter Output This section is for understanding how to use Letter Generation and specifically, Letter Output. Letter Output is the object used to generate the merged letter based on data record(s) and the Letter Template created in the previous steps. This Letter Ouput record is connected to a Funding Request or Opportunity record and includes the fully merged letter. Use a document merge tool to generate Word documents or PDFs for printing or saving to records or attaching to emails. text/html 2026-09-25T19:46:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:150faq&rev=1790365590&do=diff 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. text/html 2026-09-25T19:53:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:155log&rev=1790365987&do=diff 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. text/html 2026-09-25T19:57:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:using_donor_360:160api_last_sync&rev=1790366224&do=diff 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.