Product: Omatic Cloud

Description: This solution presents suggestions on how to track offline donations entered directly into Salesforce

Environment: All

Versions: All

Answer:

If you are entering offline donations directly into Salesforce, there are a few ways you can track these for reporting purposes. 

Create a new Record Type for Offline Donations

By creating a new record type in Salesforce for your offline donations, you can build a custom layout with fields that may not be included or used for your regular donations. For a step-by-step on creating a record type in Salesforce, please refer to this knowledge base solution.

Pros:

• You can customize the page layout of your new record type
• You can add and remove fields that you find relevant to an offline donation

Cons:

• It will take some additional time initially to set up the record type

Create a checkbox on the Opportunity to indicate an Offline Donation

You also have the option to create a checkbox on the opportunity that will indicate that it is an offline donation. Each time you open a Salesforce Opportunity for an offline donation, you will just need to check the checkbox for offline donations. 

Pros:

• Quick and easy implementation

Cons:

• This will add an additional field to your page layout that you may not always use

For instructions on how to create the custom checkbox, please refer to this knowledge base solution.

Create a primary campaign source for Offline Donations

Lastly, you can track offline donations via a primary campaign source on the opportunity. 

Pros:

• Quick and easy implementation

Cons:

• You have to be a marketing user to create a new Campaign
• You can only use one primary campaign source on an opportunity. If a donation was given at an event, you would not have the ability to track the donation as coming from that particular event