Account Organization Giving Level - SFDO-Community/Salesforce-Indicators GitHub Wiki
Description
Show an icon if the Organization has donated in the past year, and on hover indicate the range
In Bundle
Images
showing hover text:
Total Gifts This Year up to $10,000
Total Gifts This Year 10,000 - 50,000
Total Gifts This Year 50,000 - 100,000
Total Gifts This Year Over 100,000
Fields
| Fields | Value | Notes |
|---|---|---|
| sObject | Account |
|
| Field | npo02__OppAmountThisYear__c |
Make sure your org uses the NPSP field npo02__OppAmountThisYear__c |
| Active | true |
|
| Hover Text | Donated This Year |
|
| Empty Static Text Behavior | Use Icon Only |
|
| Icon Value | custom:custom1 |
|
| Zero Behavior | Treat Zeroes as Blanks |
|
| Show False or Blank | false |
Extensions
| Fields | Value |
|---|---|
| Priority | 1 |
| Indicator Item | Organization_GIving_Level |
| Active | true |
| Minimum | 10000 |
| Maximum | 50000 |
| Hover Text | Donated 10K-50K |
| Icon Value | custom:custom1 |
| Fields | Value |
|---|---|
| Priority | 2 |
| Indicator Item | Organization_GIving_Level |
| Active | true |
| Minimum | 50000 |
| Maximum | 100000 |
| Hover Text | Donated 50K-100K |
| Icon Value | custom:custom1 |
| Fields | Value |
|---|---|
| Priority | 3 |
| Indicator Item | Organization_GIving_Level |
| Active | true |
| Minimum | 100000 |
| Hover Text | Donated 100K+ |
| Icon Value | custom:custom1 |
Preparation
- Ensure the standard NPSP rollups are working and rolling up to this field correctly.
Notes and Ideas
- You can also do different color icons for different levels of giving... with the Custom Color feature you could have a graduating color from light to dark based on value of the giving. Eg Use Tints and Shades to find the graduations of the base color.
- You also might want the icon to be green for money, or maybe the color that matches your main appeal color scheme.
Contributed By
Jenn Carniero, jenncarneiro