Salesforce (Opportunities: Income. Opportunities MUST have an account…
Opportunities MUST have an account attached.
Opportunities can be put into campaigns (like fundraisers) to track campaign efficacy
Opportunities can be attached to the contact giving the donation
Donations - money
Grants - Money that we apply for.
In-Kind donations - donations that have value, but aren't money (like a car)
Matching Donations - donations given to match another party's donation. Often used during fundraisers to 'double your dollars'
Major Donations - Anything over $1000
Fee - What mentors pay to staff ROPAW (not tax deductible)
Tuition - What boys pay to attend ROPAW (not tax deductible)
Event Tickets - tickets for our events, like Play it Forward - Not Tax Deductible
Raffle Tickets - tickets for raffle prices (not tax deductible)
Auction Item Purchase: Money received for auction items (not tax deductible)
Campaigns: Any event with data we want to track.
Fundraisers: Anything that makes us money.
JGroups - Bi-Weekly activities.
ROPAW: Rites of Passage Adventure Weekends
Site Based Mentoring: weekly mentoring in the schools
Community Event: Events that aren't put on by us, but that we show up to.
: People who have participated with us at some kind of event. OR a community advocate who wishes to act as a referrer for us.
All contacts go into households
Some contacts are also associated with organizations
Contacts come to campaigns (events)
Leads: People who say they are interested, but haven't shown up to anything yet
Leads turn into contacts
Campaign member - An odd in-between object that connects contacts to campaigns
Relationships connect contacts together