Configure GEM

Learn how to configure security, payment methods, and more to make the most use of GEM.

• GEM and Localization
  Get answers to frequently asked questions about localization, and learn about available languages.
• Set Up Security Controls
  Configure and assign permission sets and page layouts to give your users access to the information they need.
• Configure Your Accounts
  Verify your Account Model and run a data cleanup script to prepare for gift entry with GEM.
• Configure Accounts, Contacts, and Related Objects
  Configure other Salesforce objects used in conjunction with GEM.
• Configure Opportunities
  Configure Opportunity names and stages to best match your org's gift process.
• Set Up Payment Methods
  Customize the Payment Method field to add the types of payments your organization receives.
• Enable Customizable Rollups
  Enable customizable rollups to see lifetime donation totals on donor records.
• Set Up General Accounting Units for Allocations
  Configure General Accounting Units to designate portions of gifts to multiple funds.
• Customize the Single Gift Entry Form
  Customize the Single Gift Entry form to fit the way your org enters gifts.
• Configure Accounting Subledger (Optional)
  Optionally configure Accounting Subledger to create transferable accounting records.
• Other GEM Settings
  Review the names and default values of the settings that GEM installs.