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Tomorrow Trust Salesforce Use Cases (EDA Trial (Contact (Student/ Faculty/…
Tomorrow Trust Salesforce Use Cases
EDA Trial
Contact
Student/ Faculty/ Guardian
Student Fields: Student ID, Current Grade, Primary Household,
Account
Administrative, Academic Department, Academic Programme, Business Organization, Eductiaonal Institution, Household Account (Default), Sports Organization
Fields: Account, Parent Account
TT Production
Account Tab
Organization Fields: As Above
Relationships: Affiliated Contacts, Oppertunities, REcurring Donations, Addresses, Engagment Plans, Activities, Notes and Attachements
New Contacts
New Contact: Partner/ Donor (Default)
Fields: Account Name, Primary Affiliation, Donation Info, Soft Credit, Membership Info, Volunteer Info
New Account
Organization, Household Account (Default)
Fields: Account Name, Type (Corporate/ Government/ Non-Profit/ Foundation), Primary Contact, Donation Info, Donation Totals, Grant Making Info, Parent Account
9 March Changes to make
Explore Changing Contact Field Ethnicity Name to BBBEE Data
Remove Race in Contact Object
Add under Primary Affiliations Primary Organization