Add a new donor and donation | Salesforce NPSP Basics Series | Salesforce Donation Management

Many nonprofits big and small use Salesforce to track donor and donation information. In this first video of our Salesforce Nonprofit success pack basics series we walk through the steps on how to enter a new donor and a new donation into Salesforce NPSP. This tutorial is on the Salesforce Lightning Experience.
For more information, see the Salesforce NPSP documentation:
1. Add or Remove a contact - powerofus.force.com/articles/...
2. Specify a preferred phone and email - powerofus.force.com/articles/...
3. Add a donation - powerofus.force.com/articles/...
Check out the other NPSP Series videos here: • Add a new donor and do...
Salesforce Donation Management; Salesforce Donor Management
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[@somenothing7914]

thanks v much, great vid! straightforward nd easy to understand.

[@signiforce]

Thanks for the feedback! So glad you found it useful! -Farah

[@thejaskarigowda1936]

Very insightful video, Signiforce. I think a combination of fundraising tools like Donorbox and Salesforce would be an added advantage for nonprofits. Donorbox helping nonprofits with online fundraising and Salesforce helping with donor management.

[@salesforcehub9391]

Thank you

[@signiforce]

Hi, so glad you found the video helpful! Let me know if there are other Salesforce tutorials that you would like to see on this channel. -Farah

[@sharonfuters9810]

How do you run tax receipts for individual donors in Salesforce

[@signiforce]

Hi Sharon, You have a few different options: 1. Salesforce has a native email merge feature. So you could use that to create email templates with merge fields and send out emails. 2. You can run a report, download it as an excel, and run word mail merge manually. 3. Use a 3rd party app; this is what most nonprofits I work with use. The most affordable one that I've worked with is Apsona. It costs $540/year for 3 licenses and you can apply for donated licenses if your annual revenue is less than $250K. 3a. If you are looking for a completely free option, there is a 3rd party app called S-doc which has a free option for only 2 mail merge templates. But most nonprofits I work have more than 2 templates so they opt for Apsona. Hope this helps! Farah