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[Initial Analysis] Gift/Pledge Opportunity Page Layout
- Liz Enright
- seonah.choe
Overview |
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The Gift/Pledge Opportunity page layout has many unused fields and |
Table of Contents |
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Current State
Miro Board with Existing Page Layouts
This Miro board contains screenshots of the Opportunity page layout broken down by stage.
Fields on the Gift/Pledge Opportunity Page Layout
The data in this table was populated from Production on 27/3/24. There are 6,711 Gift/Pledge Opportunities at time of writing.
Field | Field Created By | Purpose | Comments |
|---|---|---|---|
Account Name | Salesforce | Lookup to the Account that the Opportunity refers to | Required field |
Opportunity Name | Salesforce | To outline the area of the potential gift | There is no naming convention for this field |
Anonymous | Affinaquest | If checked, this Opportunity should be considered anonymous | 16 Opportunities have this flag ticked |
Do Not Contact | Affinaquest | If checked, this field indicates that the donor should not be contacted at the present time, regarding this Opportunity | 50 Opportunities have this flag ticked |
Private | Salesforce | A private Opportunity will only be visible to the owner and those with View/Modify all access on Opportunities | 0 Opportunities have this flag ticked |
Primary Campaign Source | Advancement | Campaign that led to the creation of an Opportunity | 254 Opportunities have a Primary Campaign Source |
Next Step | Salesforce | Description of next task in closing opportunity | 239 Opportunities have a Next Step listed |
Funding Complete | Affinaquest | When checked, this indicates that all funding anticipated for this opportunity has been received. Gift processing will no longer be notified that this opportunity is open for additional funding. | 152 Opportunities have Funding Complete ticked |
Opportunity Record Type | Salesforce | Indicates the record type of the Opportunity | Required field |
Ask made? | Affinaquest created for Advancement (not managed package) | Used to track the activity report purpose of Ask for stage advancement | 1,046 Opportunities have Ask made? ticked |
Ask Amount | Advancement | Ask amount that is documented in the proposal | 4,309 Opportunities have the Ask Amount field populated |
Solicitation Stage Date | Affinaquest created for Advancement (not managed package) | This is the date that the opportunity has reached the solicitation stage | 1,316 Opportunities have the Solicitation Stage Date populated |
Credited Date | Advancement | There is no documentation in Salesforce or Jira to indicate the purpose of this field | 12 Opportunities have the Credited Date populated |
Original Gift Number | Advancement | A link to a donor's previous Gift/Pledge when this Opportunity for a supplementary/top up gift | 25 Opportunities have the Original Gift Number populated |
Strategy | Affinaquest | The strategy to be undertaken to acquire this gift | 1,532 Opportunities have Strategy populated |
Comment | Affinaquest | Additional information regarding this Opportunity | 3,585 Opportunities have Comment populated |
Alert | Affinaquest | An alert that should display whenever the Opportunity is displayed | 22 Opportunities have Alert populated |
Opportunity Owner | Salesforce | The User that owns the Opportunity | System generated field |
Lead Source | Salesforce | Source of this opportunity, such as Advertisement or Trade Show | Required field |
OMI | Affinaquest | The Opportunity Management Index (OMI) is a visual indicator of progress of the Opportunity toward funding, based on the number of stars. It is based on the Date, the Probability, the amount of time in the current Stage, and the last and next Activity | Does not populate as Advancement doesn’t use Activity |
Capacity | Affinaquest | An evaluation of the Account's capability to fund this Opportunity, expressed (by default) as A-E, with A being the highest | 4,626 Opportunities have Capacity populated |
Readiness | Affinaquest | An evaluation of the Account's Readiness to fund this Opportunity, expressed (by default) on a scale of 1 to 5 with 1 being the most ready | 2,862 Opportunities have Readiness populated |
Next Task | Affinaquest | The flag indicates status of the next Task for the Opportunity. Green - Task due date is at least 14 days away. Yellow - Task due date is within 14 days. Red - Task is overdue or no Activity is scheduled | Doesn’t populated as Advancement doesn’t use Activity |
Next Task Date | Affinaquest | The date of the next Task that is scheduled for this Opportunity | 251 Opportunities have Next Task Date populated |
Loss Reason | Affinaquest created for Advancement (not managed package) | Indicates the reason why this was lost. Refer to the Knowledge article for guidance | 3,678 Opportunities have Loss Reason populated |
Prospect Pool | Affinaquest created for Advancement (not managed package) | Indicates the potential areas of the University a prospect might give to | 2,461 Opportunities have Prospect Pool populated |
Gift Theme | Advancement | There is no documentation in Salesforce or Jira to indicate the purpose of this field | 1,304 Opportunities have Gift Theme populated |
Gift Amount | Affinaquest | Gift amount that is the same as Deed of Gift | 1,992 Opportunities have Gift Amount populated |
Gift Date | Affinaquest | Date of signed deed of gift. | 701 Opportunities have Gift Date populated |
Chart of Account Type | Advancement | Indicates the type of Chart of Account required for this Opportunity | 310 Opportunities have Chart of Account Type |
Type | Advancement | There is no documentation in Salesforce or Jira to indicate the purpose of this field | 405 Opportunities have the Type field populated |
Sub-type | Advancement | There is no documentation in Salesforce or Jira to indicate the purpose of this field | 355 Opportunities have the Sub-type field populated |
Stage | Salesforce | Current stage of the Opportunity record | Required field |
Stage Date | Affinaquest | The date on which the Opportunity moved to the current Stage | Formula populates this field on all records |
Days in Current Stage | Affinaquest | Based on the current date and the Stage Date, this is a system calculation of the number of days that the Opportunity has been in the current Stage | Formula populates this field on all records |
Amount | Salesforce | Estimated total sale amount | Required field |
Probability (%) | Salesforce | Percentage of estimated confidence in closing the opportunity. It is implied, but not directly controlled, by the | Required field |
Pipeline Value | Advancement | There is no documentation in Salesforce or Jira to indicate the purpose of this field | Formula populates this field on all records |
Forecast Category | Salesforce | The category within the sales cycle to which an opportunity is assigned based on its opportunity stage. The standard forecast categories are Pipeline, Best Case, Commit, Omitted (not included in forecasts), and Closed | Required field |
Close Date | Salesforce | Date when the opportunity is expected to close | Required field |
Created By | Salesforce | The User that created the Opportunity | System generated field |
AQCV CONVERSIONID | Affinaquest created for Advancement (not managed package) | Unique identifier to link to converted system | 3,056 Opportunities have the AQCV CONVERSIONID populated |
Last Modified By | Salesforce | The User that last modified the Opportunity | System generated field |
Pledge/Grant Reminder Required | Advancement | Specify for Pledges only (help text provided, no other description available) | 144 Opportunities have the Pledge/Grant Reminder Required field populated |
Pledge Reminder Owner Category | Affinaquest created for Advancement (not managed package) | Specify the Pledge Reminder Owner for Pledges only (help text provided, no other description available) | 144 Opportunities have the Pledge Reminder Owner Category populated |
Pledge Reminder Owner | Advancement | There is no documentation in Salesforce or Jira to indicate the purpose of this field | 146 Opportunities have the Pledge Reminder Owner populated |
Acceptance from Delegate | Advancement | Is the supporting documentation signed by the delegate, or has delegate acceptance been received? | 315 Opportunities have the Acceptance from Delegate field populated |
Grateful Patient? | Advancement | There is no documentation in Salesforce or Jira to indicate the purpose of this field | 22 Opportunities have the Grateful Patient? flag active |
Donor Expectations Apply | Advancement | There is no documentation in Salesforce or Jira to indicate the purpose of this field | 212 Opportunities have the Donor Expectations Apply field populated |
Anonymity Level | Advancement | There is no documentation in Salesforce or Jira to indicate the purpose of this field | 1,936 Opportunities have the Anonymity Level field populated. 1,916 are Not Anonymous, 17 are Totally Anonymous, 3 are Partially Anonymous |
Verbal Acceptance | Advancement | There is no documentation in Salesforce or Jira to indicate the purpose of this field | 281 Opportunities have the Verbal Acceptance checkbox active |
Name of Giving vehicle | Advancement | Relationship to Account - Also gives as (help text provided, no other description available) | 135 Opportunities have the Name of Giving vehicle field populated |
Receipt Delivery | Advancement | Type of Receipt Delivery for the Opportunity (help text provided, no other description available) | 2,760 Opportunities have the Receipt Delivery field populated |
Instrument of Gift | Advancement | Supporting Documentation - eg Deed, letter of intent signed by donor (help text provided, no other description available) | 304 Opportunities have the Instrument of Gift field populated |
Name on the Instrument of Gift | Advancement | Must match the account name on the Opportunity (help text provided, no other description available) | 322 Opportunities have the Name on the Instrument of Gift field populated |
Future State
The Advancement Portfolio would like to optimise the page layout of the Opportunity as it is a core record used across the Portfolio.
Design Philosophy
Page layouts should follow the Salesforce Lightning Design System (SLDS) design guidelines and aspire towards their core principles of Clarity, Efficiency, Consistency, and Beauty. The Opportunity should follow the existing recommendations for a record layout which consists of a page header, main content area and a sidebar.
The feedback experience for entering data in an Opportunity should follow the SLDS guidelines. The guidelines recommend that standard feedback (like not being able to update a field) be provided through Inline Text, Popovers, Toast, or Modals. The current Opportunity page layout uses Toasts to indicate errors when any of the 29 validation rules are not met. These errors fade after 5 seconds. SLDS guidelines recommend that Toasts should persist until the user closes it.
