Individual Fundraising ARC Recipe

This recipe shows how you can model Fundraising from an Individual using the Actionable Relationship Center (ARC) in Salesforce.

ARC Visualization

Data model

Example 1: Individual Major Gift

This diagram illustrates the records that exist behind the ARC diagram above.

ARC Configuration

To only show Recurring Donations and not all Gift Commitments, an Opportunity Exists checkbox formula field was built. Gift Commitments are filtered out if from the Recurring Donation component if there is an Opportunity.