Product: Omatic Cloud

Description: This solution presents instructions on how to create a custom checkbox on the Opportunity object to track Offline Donations

Environment: All

Versions: All

Answer:

One way to track Offline Donations (and easily report on them) is by creating a custom checkbox on the Opportunity object. In doing so, you can easily report and filter to quickly visualize Offline Donations entered directly into Salesforce. 

Step 1: Select the gear icon on the top right-hand side of your screen. Then, select 'Setup'

Step 2: Select 'Object Manager' and type 'Opportunity' into the quick find box, and select 'Opportunity'

Step 3: Select 'Fields & Relationships,' then click 'New'

Step 4: For the Field Type, select 'Checkbox' then click 'Next'

Step 5: Enter the field details, then click 'Next'

• Field Label: Offline Donation
• Default Value: Unchecked
• Field Name: Offline_Donation (this will auto-populate)

Step 6: Set your Field-Level Security, then select 'Next'

Step 7: Add the checkbox to your page layouts, then click 'Save'