Printable Donor Profile

Sometimes as a Salesforce admin I’ve been asked to do things which just seem ridiculously old school, not very efficient and may involve actual paper. When I cannot convince someone to click through a few screens, instead of printing or having an email sent to them, it gets my admin panties all in a bunch.  (Wouldn’t that be cool, to have actual admin panties?!)

Sexy Sys Admin Women's Boy Brief
Not actually surprised that these exist! Thanks Cafe Press Canada!
But when working with a nonprofit, you gotta just let it go. And that is how this printable donor profile came into being.

My pro bono client: The Cedar River Clinics, which are fantastic, independent reproductive & LGBTQ health clinics in Renton, Seattle, and Tacoma.

My task:  Create a one-page document with important donor information.  The development director will print the doc and hand it to the executive director to review before she calls a major donor. 

TADA! A quick action button that opens a Visualforce page that looks great to print.

household profile

100-super-administrator-women-s-hip-hugger-underwearEDIT 1/29/19: Obvs you want the gifts to be listed in chronological order. So I’ve modified the Visualforce page and built a Controller Extension for the Account object.

Here’s the code in github. It uses the new “Notes” related list rather than “Notes and Attachments.” I removed all the fields that are custom so you can copy and paste it!

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JessieRymph

Jessie is Success Content Specialist at Salesforce.org. All opinions expressed on this blog are her own or those of the contributors. For twelve years, she has specialized in CRM, email marketing and fundraising platforms. Jessie co-led the Seattle Salesforce Non-Profit User Group in 2015-2016. She's working on writing her first novel.

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