Documentation & Templates

Check out these documents to help along your Salesforce journey:


Salesforce Road Map

Salesforce Master Onboarding Document (Updated 9/21/2017 - This is valuable during your implementation phase)

Chapter Configuration Worksheet (UPDATED 4/28/16)

Mail Chimp Integration Instructions

Year End Receipt Report Instructions (NEW 1/13/16)

Year End Gift Statement (NEW 1/13/16)

Email Receipt Work Flow (NEW 4/6/2016)


To access a copy of the monthly or the year-end receipt templates, contact Jon Steen at the National Office.