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

image

image

showing hover text:

Total Gifts This Year up to $10,000

image

Total Gifts This Year 10,000 - 50,000

image

Total Gifts This Year 50,000 - 100,000

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Total Gifts This Year Over 100,000

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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