Salesforce Indicators Recipes

In this section you’ll find a collection of examples of how Salesforce Indicators is used by Admins in their own orgs.

Just like a “kitchen” cookbook, we’ve laid out the ingredients and the steps you need to follow to make these Indicators for yourself. These Indicator “recipes” have been tried and tested in Salesforce instances, and are shared here to provide inspiration for your use case.

Recipe Ideas and Examples

We’ve collected a list of ideas of where you could use Salesforce Indicators in your org. See Recipe Ideas and Examples

Account

Bundles

• Account Account Default

NPSP Specific

• Account Organization Funding Information

Indicators

• Account Account Type
• Account Account Industry
• Account Organization Giving Level
• Account Grant-Making Organization
• Account Matching Gift Organization
• Account is Government

Contact

Bundles

NPSP Specific

• Contact Donor Profile
• Contact Household
• Ideas-for-Contact-Bundles
• Contact Communication Preferences Simple
• Contact Communication Preferences Extended
• Contact Membership Due for Renewal

Indicators

• Contact Household Total Gifts
• Contact Total Gifts
• Contact Donation Recency
• Contact Donation Frequency
• Contact Regular Donor Status
• Contact Membership Status
• Contact Household Compare LY TY
• Contact ‐ Do Not Contact
• Contact ‐ Do Not Call
• Contact ‐ Email Preferences