Glossary - Posi Giving

Term	Definition

Term	Definition
Account	This is a type of record in Salesforce. There are two main types of Accounts: Organizational, i.e. a business, school, government or other organization, and Household, this relates to a residential household. Each supporter, whether they be an individual or part of a family group must be related to a Household Account.
Administrator	An Administrator refers to an individual who has both skills and access to make changes to your Salesforce Org. Administrators typically maintain the list of current users, various system settings, report structures and apps.
Apex	Apex is a programming language used within the Salesforce Platform. Salesforce developers code in Apex to enhance this Salesforce Platform.
AppExchange	AppExchange is a website where you can browse apps and consultants for Salesforce.
BDE Item Staging Object	Think of the staging object as a railway network, with trains filled only with passengers destined for specific locations. The trains don't depart until the station master gives the go ahead, knowing that the passengers have provided the correct tickets for each line. In Salesforce the staging object holds all the information for moving data from a source to the correct destination in your database. This is all it does.
Batch Data Entry	This refers to using the Batch Data Entry functionality in your Fundraising system. While using batch data entry to create new record in your system, you are not yet using the BDE Item Staging Object. You won't use it until you are ready to run the batch, or until the scheduled batch runs.
Batch Donation Entry	This is a data entry process that is designed for the efficient and accurate processing of large numbers of donations particularly but not limited to direct mail responses.
Bulk Data Import	This refers to importing data into your database using tools because there is too much to do it one by one. There are many tools available. Some are built into Salesforce, and some are third party. Bulk data import doesn't by itself imply data cleansing, or the preparation required to import efficiently and effectively. The practice of data preparation falls into what you might call best practice, which is another term for common sense!
Campaign Monitor	An online email marketing application that has integration with Salesforce through a custom app. It can be use by clients to send bulk email broadcasts to your Salesforce contacts. (See also Pardot)
Campaign	A Campaign is a collection of solicitations that are grouped by a set of selection criteria, channel and solicitation device. Campaigns are hierarchical in structure. For example, your 2020 Tax Appeal would be a Campaign which contains Sub Campaigns for first wave and second wave which might also each contain a series of Campaigns for each segment channel and solicitation device that make up the overall Campaign. Salesforce’s roll up function ensures that Campaign data is aggregated up the Campaign hierarchy tree.
Chatter	This is a Salesforce functionality that facilitates quick and efficient communications between staff, usually about a specific record. Perhaps think of Chatter as being like a Messenger App for your organization. Staff can reference Accounts, Contacts, Opportunities, Campaigns and other Salesforce Objects within the Chatter Feed.
Contact	Contact is a record for an individual. They could be donors, staff members of any organization, members of an affiliation, volunteers, or individuals you want to retain in your system. Most personal contact information such as email addresses and phone numbers are stored at the Contact level.
Custom App	A Custom App or Application in Salesforce is a collection of tabs, objects, reports and other functions that work together to provide a particular set of capabilities in a Salesforce org. The various Pronto products that make up the Fundraising Accelerator are all custom apps and Salesforce users can also add additional custom apps from the Salesforce AppExchange.
Dashboard	A Dashboard is a screen area that can show a number of reports as visual elements such as charts, tables, pages or Visualforce pages. A Dashboard can have up to 20 components and is a great way to provide a snapshot of your key performance indicators.
Field Label	The field label is the name presented for a field in the front end or GUI of a system. Unlike a field name, a field label can be changed. A field label might be Account Email, whereas the field name might be 'ASPHPPADDON__Account_Email__c'.
Field Name	The field name is the name of a field in a database. Once named it is almost never changed. The field name is also sometimes referred to as the API name. The field name might be something like 'ASPHPPADDON__Account_Email__c'. Whereas the field label for the same field might be Account Email. (See Field Label)
Field	Field is a particular data element in an Object or screen. For example, First Name is a field for all Contacts.
General Accounting Unit (GAU)	This is a particular Fundraising cause that donor funds are allocated to, for example, drug rehabilitation or medical research equipment. GAUs are usually associated with a GL code to associate them with the Accounting System so that funds can be directed to the appropriate causes.
Household Account	A Household Account signifies an Individual Household. Each individual contact record must be associated with a Household Account; this is a fundamental Salesforce requirement.
Household	A particular type of Account record related to all members of a family unit residing at the same physical address.
Householding	The giving power and giving history of your supporters can be viewed collectively at the household level, in addition to the individual level.
Lightning Out Flow	Salesforce coding platform Usage: templates for web pages
Marketing Cloud	A Salesforce product that can work with your Salesforce CRM and provides an extensive range of marketing and marketing automation capabilities including email automation, email campaign management, direct mail campaigns and various web marketing capabilities.
Merge	Sometimes, 2 Account or 2 Contact records are created in the database for the same entity. This can cause a variety of problems over time. Merging is a process by which these two Contact or Account records are combined into one with all of their associated related Objects, Notes and Flags being transferred to the record we are retaining.
Non-Profit Success Pack	This is a Salesforce app commonly used by non-profit organizations. It provides a foundational structure on top of the standard Salesforce Platform. The AlphaSys Fund-raising Accelerator sits on top of this app and builds upon its capabilities.
Non-Profit Success Pack	This is a Salesforce app commonly used by non-profit organizations. It provides a foundational structure on top of the standard Salesforce Platform. The AlphaSys Fund-raising Accelerator sits on top of this app and builds upon its capabilities.
Object	An Object in Salesforce is a table of a particular type of record in the Salesforce database. Standard Objects include Accounts, Contacts, Opportunities and Campaigns. The foundation of these Object can be modified when client organization's require additional fields. For example, if you need to store an additional piece of data such as a member code against each Contact in your database, then this is done by editing the Contact Object.
Opportunity	A type of object within Salesforce. It serves a variety of purposes including: A traditional sales process opportunity, for example, when you are managing an opportunity with a major giver. All donation gifts are treated as opportunities. Regular gift definitions are also treated as opportunities. For this reason, opportunities are actually spoken about in ways that reflects the nature e.g. a Donation Opportunity, a Bequest Opportunity or an RG Opportunity etc.
Org	An Org is a Salesforce instance usually associated with a single organization.
Organizational Account	An Organizational Account used for businesses and organizations including churches, schools, government departments, other nonprofits, etc.
Salesforce	The world’s #1 CRM platform. It is a cloud-based system that provides a strong and flexible architectural base. But it's true power lays in its ability to be easily extended and built upon through customization and apps such as those in the Fundraising Accelerator. AlphaSys is one of only three Salesforce Impact Partners in the APAC region.
Salesforce. org	The Not-For-Profit specific entity within Salesforce. It includes NFP specific products, apps, user groups, training and other resources. The .org team only works within the NFP space. AlphaSys is the largest specialist in not-for-profit projects dedicated to the APAC region.
Sandbox	An org that is usually a full or partial copy of your live environment. A sandbox org can be updated from your live org or vice versa. They are ideal for training and testing. The number and type of sandbox orgs available to you is dependent upon your Salesforce licensing.
Scratch Org	A temporary org instance that it produced, usually for testing or training purposes. Scratch orgs only have a 30- day lifespan. Scratch orgs are free, but you might have limits on the number of scratch orgs you can have at any one time.
Soft Credit	A Soft Credit is the attribution of donation against a Contact or Account that the particular Contact or Account did not directly make. It is not recorded against Campaign or Banking Reports and it does not produce receipts. A Soft Credit might be used in cases such as when an individual makes a contribution to your cause via a church. The individual receives receipts from the church for their contribution, and their contribution is then passed to your organization through the Church’s Account. Your organization then receipts the church, but you may create a soft credit record against the original donor.
Trailhead	Trailhead is the Salesforce training platform, with great resources to learn about the standard Salesforce Platform. There are hundreds of trailhead modules that can teach you about virtually any aspect of Salesforce in a fun, gamified and self-paced way. Go to http://trailhead.Salesforce.com for more information.