Description

This bundle of Indicators shows users key donation information about the contact. It is designed to be used with NPSP. Add this bundle to the Contact Lightning Page to display when Total Number of Donations >=1.

Fields

Fields	Value
Label	Contact Donor Profile
Indicator Bundle Name	Contact_Donor_Profile
Active	true
sObject	Contact
Card Title	Donor Profile
Card Icon	action:action:new_opportunity
Card Text	Details of this contact's donation history
Description	A Bundle to show on a Contact when using NPSP to show key donation information

Indicator Items

In the order they are displayed in the Bundle:

1. Contact Household Total Gifts
2. Contact Total Gifts
3. Contact Donation Recency
4. Contact Donation Frequency
5. Contact Regular Donor Status
6. Contact Membership Status

1. Do Not Contact
2. Contact Level
3. One Off Donor
4. Regular Donor
5. Seat Supporter

Notes

• This is a nice use of the Action Icon in the Bundle. Unfortunately Action Icons can’t be used in the Indicator Items, but they may be useful here. Just make sure your Bundles are consistent throughout your org.
• This bundle uses fields from the NPSP. Ensure you have these fields in your org, and you are using them before creating an Indicator for the field.

Contributed By

Vicky McLaren, VickyMcL Emma Keeling, Salesforce_Em