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nPremium Codes are represented by Benefit records in the Salesforce database.  Every new Premium Item that we offer to donors will need to have a corresponding Benefit record in Salesforce.

How to Create a Benefit

Note: Not every User Profile has access to create Benefit records; you must be a Marketing User in Salesforce.

  1. Login to Salesforce.
  2. Go to the App Picker and either Search:'Benefits' or select 'Benefits' from the list of Apps on the App Picker menu.
  3. Once you select 'Benefits' you are accessing the Benefit Object and can begin creating records.
  4. Click "New" and enter:
  • Benefit Type - Select 'Premium'
  • Benefit Code - Enter the Premium Code here
  • Benefit Name - Enter the Description of the Premium item
  • Fair Market Value (if applicable)
  • Active (T/F)

You will then want to save the record.

Watch example video here:

Create Benefit Record.mp4

Modify the List View to See All Premiums (Benefits)

When you first access the Benefit object, the only list view available will be 'Recently Viewed'.  This won't be ideal if this is only your first time viewing the records.  You should customize a list view for yourself.

  1. Login to Salesforce.
  2. Go to the App Picker and either Search:'Benefits' or select 'Benefits' from the list of Apps on the App Picker menu.
  3. Once you select 'Benefits' you are accessing the Benefit Object.
  4. Go to the six pronged Gear Wheel Icon and click on it.  This is the List View Control.
  5. Click "New" to create a new List View.
  6. Name your new List View.
  7. Customize your filters to return the records that you would like to see in your list.
  8. Finally, click on the List View Control again to Select Fields to Display.
  9. Customize which fields will display in your List View.

Watch video example here:

Customize List View.mp4


To access your list view, simply click on the List View selector in the upper left-hand corner of the screen: