This document provides an agenda for a Salesforce training on opportunities. It discusses different opportunity record types including event registrations, grants and donations, and membership details. It outlines important fields for each record type, such as dates, contacts, and payment information. It also discusses how to integrate event registrations from websites and use campaigns to track opportunities. Sponsorships, membership dues, and grants are each reviewed in more detail regarding their specific fields and configurations.

1. Salesforce Training 3
Topic: Opportunities
Agenda
1. Overview:
a) Views
b) Types
c) Fields
2. Opportunities and Campaigns: Event Registrations
a) Fields
b) Integration
c) Event Registration Opportunity Names
d) FFIXs & SP2P
e) Questions
3. Sponsorships
4. Membership Dues
a) Fields
b) Opportunity Names
c) Questions
5. Grants & Donations
6. Conga Thank You Letters

2. Opportunity Record Types
Event Registration
To be used for tracking revenue from event
registrations
Grants and Donations
To be used for tracking revenue from
donations, grants or other gifts
Membership Detail
To be used for tracking revenue from
memberships.
Sponsorships To be used for tracking sponsorships
 Different Types of Opportunities have different fields on the page.
Review each page layout.

3. Opportunities: General Information
• You can also use Campaigns to summarize opportunities (see
2013 Membership Dues Campaign)
• Always add a stage
• Always add main contact, related account, and/or primary
campaign source.
Contact Roles
Add main contact related to opportunity (still add name of person
that the letter should go to in the main contact field above).
- can assign a role like “decision maker”, etc.
Related Lists
• Engagements & Benefits: Engagements, partners, speakers
related to opportunity (create link on the engagement/benefits
record)
• Attachments (letters)

4. Dates
Pledge date = date commitment to pay is received
Date expected/received = date we expect to receive payment
• For most 2014 membership detail opportunities this will be 1/1/2014; for Angell because we
know they pay in June we can change this to 6/1/2014.
Payment Received: Date payment is received
Close Date: payment received, new application approved (if applicable), TY sent and
no further action required.
Additional date fields on grants and donations type for reporting purposes…

5. Event Registrations
Event Registrations
a) Fields
b) Integration
c) Event Registration Opportunity Names: from website
d) Primary Campaign Source = Enter Campaign Name
e) Questions

6. Sponsorships
a) Fields
b) Types
c) Add primary campaign source
d) Sponsor benefits
e) Add main contact
f) Other fields? Levels?
Programs Team can leave now…

7. Membership Detail Opportunities
Membership Dues Fields
*Important Fields that Populate Other Fields (so please enter information):
1. Membership Level
2. Membership Start Date
3. Membership End Date (for 2013 always 12/31/2013)
4. Main Contact (for mailing)
Other fields to notice:
• New Membership Approval
• Membership Detail Payment Type
• Dates
Also: Naming Convention (based on end date!!)

8. Grants & Donations
Grants: use only for grants (not sponsorships)
a) Fields
b) Grant Reporting
• Information
• Email Alert
c) Do not fill out membership start/end date

9. Fields to Add?
Are there any other types of opportunities that should always have
a standard name?
• Annual Conference Sponsorships? etc.
Any other fields needed for grant reporting?
Any other fields needed for other types?