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            Create a Fundraising Performance Analytics App

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            Create a Fundraising Performance Analytics App

            A guided flow walks you through creating an app from the Fundraising Performance Analytics template.

            Required Editions

            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. Requires a CRM Analytics license.
            User Permissions Needed
            To create and manage the Fundraising Performance Analytics app: Manage CRM Analytics Templated Apps
            To use the Fundraising Performance Analytics app: Use CRM Analytics Templated Apps

            Before you create an app, make sure that:

            • Your org has data stored in the Opportunity object. The Salesforce Nonprofit Starter Pack uses the Opportunity object for donation data. In the app, an opportunity is called a donation.
            • The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that you want to analyze.

            For the best results from the app, make sure that:

            • Your org has at least 3 years of data in standard objects used in the Nonprofit Success Pack, including the Contact, Account, Opportunity (Donation), and User objects. Use of the Contact object is optional. If Analytics doesn’t detect contacts, the template uses accounts.
            • The Opportunity (Donation) object data includes the Closed Won stage type, for example, Stage - Closed Won, Awarded, Posted.
            • Your org uses the Campaign object Campaign Type field to indicate a donation’s type of program or segment. This field lets you analyze fundraising results of programs, such as direct mail or major giving.
            • Exclude large one-time gifts, which can distort your results.
            1. From the Analytics tab or Analytics Studio, click Create and then select App.
            2. Select the Fundraising Performance Analytics template to open the guided flow.
            3. If you already have a Fundraising Performance Analytics app, choose to reuse its settings or start with the default settings.
            4. Click Looks good, next.
              The guided flow checks that your org meets the minimum requirements.
            5. If your org meets the minimum requirements, click Looks good, next.
              If the requirements aren’t met, check the feedback.
            6. Name and save your app.
             
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