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?!)
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.
EDIT 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!