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Contents 1 Custom Button Quick Reference 1.1 Campaign Layout 1.1.1 Detail Page Buttons 1.1.2 Detail Page Link 1.2 Contact Layout 1.2.1 Detail Page Buttons 1.2.2 Image Buttons 1.2.3 Donations Related List Buttons 1.3 Organization Layout 1.3.1 Detail Page Buttons 1.3.2 Contacts Related List Buttons 1.3.3 Donations Related List Buttons 1.4 Pledges Layout 1.4.1 Detail Page Buttons 1.5 Recurring Donation Layout 1.5.1 Detail Page Buttons 2 Custom S-Controls 2.1 Quick View 2.2 ContactConnectionCreatefromContact 2.2.1 Summary 2.3 ContactConnectionCreatefromOrganization 2.3.1 Summary 2.4 CreateHouseholdforContact 2.4.1 Summary 2.5 Donation_Create_from_Contact 2.5.1 Summary 2.6 Donation_Create_from_Organization 2.6.1 Summary 2.7 Donation_Create_from_Recurring_Donation 2.7.1 Summary 2.8 Donation_Create_Grant_from_Contact 2.8.1 Summary 2.9 Donation_Create_Grant_from_Organization 2.9.1 Summary 2.10 Donation_Create_Major_Gift_from_Contact 2.10.1 Summary 2.11 Donation_Create_Major_Gift_from_Organization 2.11.1 Summary 2.12 Donation_Create_Matching_from_Contact 2.12.1 Summary 2.13 Donation_Create_Matching_from_Organization 2.13.1 Summary 2.14 Donation_Create_Membership_from_Contact 2.14.1 Summary 2.15 Donation_Create_Membership_from_Organization 2.15.1 Summary 2.16 Donation_Create_Pledge_Payment_from_Contact 2.16.1 Summary 2.17 Donation_Create_Pledge_Payment_from_Organization 2.17.1 Summary 2.18 Donation_Create_Pledge_Payment_from_Pledge_Object 2.18.1 Summary 2.19 Donation_Set_up_Pledge_from_Contact 2.19.1 Summary 2.20 DonationSetupPledgefromOrganization 2.20.1 Summary 2.21 Donation_Setup_Recurring_from_Contact 2.21.1 Summary 2.22 DonationSetupRecurringfromOrganization 2.22.1 Summary 2.23 GenerateMailingLabels 2.23.1 Summary 2.24 Households_CopyAddressbetweenContactandHousehold 2.24.1 Summary 2.25 Households_Create_Contact_and_Household_from_Tab 2.25.1 Summary 2.26 LeadConversion 2.26.1 Summary 2.27 LeadConversionAbout 2.27.1 Summary 2.28 LeadConversionSplashScreen 2.28.1 Summary 2.29 RecordTypesLookup 2.29.1 Summary

Custom Button Quick Reference

The following screenshots provide a visual aid to jump to the detailed explanation of each button. Follow the available hyperlinks to jump to a more detailed explanation of the functionality within the document.

Campaign Layout

Detail Page Buttons

• Generate Mailing Labels
  • Launches S-Control : GenerateMailingLabels

Detail Page Link

• View All Campaign Members
  • URL to the Campaign Call Down report

Contact Layout

Detail Page Buttons

• Create Connection
  • Launches S-Control : ContactConnectionCreatefromContact
• View Connections
  • URL to a Report that displays connections between contacts and organizations
• Setup Pledge
  • Launches S-Control : Donation_Set_up_Pledge_from_Contact
• Setup Recurring Donation
  • Launches S-Control : Donation_Setup_Recurring_from_Contact

Image Buttons

• Create Household for this Contact
  • Launches S-Control : CreateHouseholdforContact
• Copy Contact Address to Household
  • Launches S-Control : Households_CopyAddressbetweenContactandHousehold

Donations Related List Buttons

• Contact Donation
  • Launches S-Control : Donation_Create_from_Contact
• Contact Membership
  • Launches S-Control : Donation_Create_Membership_from_Contact
• Contact Pledge Payment
  • Launches S-Control : Donation_Create_Pledge_Payment_from_Contact
• Contact Donation History
  • URL to a Report that displays donation history of the current contact
• Contact Grant (not visible by default)
  • Launches S-Control : Donation_Create_Grant_from_Contact
• Contact Major Gift (not visible by default)
  • Launches S-Control : Donation_Create_Major_Gift_from_Contact
• Contact Matching (not visible by default)
  • Launches S-Control : Donation_Create_Matching_from_Contact

Organization Layout

Detail Page Buttons

• Generate Mailing Labels
  • Launches S-Control : GenerateMailingLabels
• Create Connection
  • Launches S-Control : ContactConnectionCreatefromOrganization
• View Connections
  • URL to a Report that displays connections between contacts and organizations
• Setup Pledge
  • Launches S-Control : DonationSetupPledgefromOrganization
• Setup Recurring Donation
  • Launches S-Control : DonationSetupRecurringfromOrganization

Contacts Related List Buttons

• All Contacts in this Organization
  • URL to a Report that displays contacts associated to the current organization

Donations Related List Buttons

• Organization Donation
  • Launches S-Control : Donation_Create_from_Organization
• Organization Pledge Payment
  • Launches S-Control : Donation_Create_Pledge_Payment_from_Organization
• Organization Donation History
  • URL to a Report that displays donation history of the current organization
• Organization Membership (not visible by default)
  • Launches S-Control : Donation_Create_Membership_from_Organization
• Organization Grant (not visible by default)
  • Launches S-Control : Donation_Create_Grant_from_Organization
• Organization Major Gift (not visible by default)
  • Launches S-Control : Donation_Create_Major_Gift_from_Organization
• Organization Matching (not visible by default)
  • Launches S-Control : Donation_Create_Matching_from_Organization

Pledges Layout

Detail Page Buttons

• Pledge Payment
  • Launches S-Control : Donation_Create_Pledge_Payment_from_Pledge_Object

Recurring Donation Layout

Detail Page Buttons

• New Donation
  • Launches S-Control : Donation_Create_from_Recurring_Donation

Custom S-Controls

An s-control is an HTML page that is rendered within the Force.com platform user interface layer. This is accomplished by creating a portion of the user interface using an IFrame and publishing your HTML page in that IFrame. There are very few restrictions on what can be contained in the HTML that is hosted by that IFrame. An s-control can run JavaScript, embed ActiveX or Java applets, or even Flash.Whatever is appropriate for an HTML page is generally acceptable as an s-control. With the AJAX Toolkit, one can create an s-control page that contains API calls and processes Salesforce data.

Several s-controls have already been created in the nonprofit template. Though technical in nature, the following sections intend to provide a reference to help developers understand the s-controls that are part of the template.

Quick View

This table provides a brief snapshot of all custom S-Controls that come as part of the nonprofit template. You can use this table to quickly link to a more detailed description of each S-Control within the document.

#	Name	Description
1	ContactConnectionCreatefromContact	used to create new contact connection from contact
2	ContactConnectionCreatefromOrganization	used to create new contact connection from organization
3	CreateHouseholdforContact	used to create a new household for a contact
4	Donation_Create_from_Contact	used to create new donation from contact record
5	Donation_Create_from_Organization	used to create new donation from organization record
6	Donation_Create_from_Recurring_Donation	used to create new donation from recurring donation record
7	Donation_Create_Grant_from_Contact	used to create new grant application from contact record
8	Donation_Create_Grant_from_Organization	used to create new grant application from organization
9	Donation_Create_Major_Gift_from_Contact	used to create new major gift from contact record
10	Donation_Create_Major_Gift_from_Organization	used to create new major gift from organization
11	Donation_Create_Matching_from_Contact	used to create new donation from contact record
12	Donation_Create_Matching_from_Organization	used to create new donation from organization record
13	Donation_Create_Membership_from_Contact	used to create new membership from contact record
14	Donation_Create_Membership_from_Organization	used to create new membership from organization record
15	Donation_Create_Pledge_Payment_from_Contact	used to create new pledge payment from contact record
16	Donation_Create_Pledge_Payment_from_Organization	used to create new pledge payment from organization record
17	Donation_Create_Pledge_Payment_from_Pledge_Object	used to create new pledge payment from pledge record
18	Donation_Set_up_Pledge_from_Contact	Set up pledge for pledge payments
19	DonationSetupPledgefromOrganization	Set up pledge for pledge payments
20	Donation_Setup_Recurring_from_Contact	used to create new recurring donation from contact record
21	DonationSetupRecurringfromOrganization	used to create new recurring donation from organization
22	GenerateMailingLabels	Generate Avery format Mailing Labels from an Organization or Campaign object.
23	Households_CopyAddressbetweenContactandHousehold	Use this as a custom link for copying an address from a Household to a Contact, or the other way around.
24	Households_Create_Contact_and_Household_from_Tab	A tab for creating a Contact (or two) along with a Household
25	LeadConversion	Sick of converting leads the old fashioned way? The AJAX interface of this lead conversion utility will make lead conversion fun again. Plus, create Donations for leads that have Donation data associated with them--i.e. importing online donations.
26	LeadConversionAbout	This S-Control displays a lengthier explanation of the purpose of the Lead Conversion Tab for reference purposes
27	LeadConversionSplashScreen	This splash page S-Control gives a very brief one-time description of the purpose of the Lead Conversion Tab
28	RecordTypesLookup	return record type id’s given record type name

ContactConnectionCreatefromContact

Summary

Description	used to create new contact connection from contact
Type	HTML
Used Where	Contact Layout Create_Connection (Detail Page Button)
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Details

ContactConnectionCreatefromOrganization

Summary

Description	used to create new contact connection from organization
Type	HTML
Used Where	Organization Layout Create_Connection (Detail Page Button)
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Details

CreateHouseholdforContact

Summary

Description	Used to create a household for a contact
Type	HTML
Used Where	Contact Layout Create Household for this Contact (Image Button)
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Details

Donation_Create_from_Contact

Summary

Description	used to create new donation from contact record
Type	HTML
Used Where	Contact Layout Contact_Donation (List Button)
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Details

Donation_Create_from_Organization

Summary

Description	used to create new donation from organization record
Type	HTML
Used Where	Organization Layout Organization_Donation (List Button)
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Details

Donation_Create_from_Recurring_Donation

Summary

Description	used to create new donation from recurring donation record
Type	HTML
Used Where	Recurring Donation Layout New_Donation (Detail Page Button)
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Details

Donation_Create_Grant_from_Contact

Summary

Description	used to create new grant application from contact record
Type	HTML
Used Where	Contact Layout : Donations Related List Contact_Grant (List Button) (not visible by default)
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Details

Donation_Create_Grant_from_Organization

Summary

Description	used to create new major gift from organization
Type	HTML
Used Where	Organization Layout : Donations Related List Organization_Grant (List Button) (not visible by default)
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Details

Donation_Create_Major_Gift_from_Contact

Summary

Description	used to create new major gift from contact record
Type	HTML
Used Where	Contact Layout : Donations Related List Contact_Major_Gift (List Button) (not visible by default)
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Details

Donation_Create_Major_Gift_from_Organization

Summary

Description	used to create new major gift from organization
Type	HTML
Used Where	Organization Layout : Donations Related List Organization_Major_Gift (List Button) (not visible by default)
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Details

Donation_Create_Matching_from_Contact

Summary

Description	used to create new donation from contact record
Type	HTML
Used Where	Contact Layout : Donations Related List Contact_Matching (List Button) (not visible by default)
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Details

Donation_Create_Matching_from_Organization

Summary

Description	used to create new donation from organization record
Type	HTML
Used Where	Organization Layout : Donations Related List Organization_Matching (List Button) (not visible by default)
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Details

Donation_Create_Membership_from_Contact

Summary

Description	used to create new membership from contact record
Type	HTML
Used Where	Contact Layout : Donations Related List Contact_Membership (List Button)
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Details

Donation_Create_Membership_from_Organization

Summary

Description	used to create new membership from organization record
Type	HTML
Used Where	Organization Layout : Donations Related List Organization_Membership (List Button) (not visible by default)
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Details

Donation_Create_Pledge_Payment_from_Contact

Summary

Description	used to create new pledge payment from contact record
Type	HTML
Used Where	Contact Layout : Donations Related List Contact_Pledge_Payment (List Button)
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Details

Donation_Create_Pledge_Payment_from_Organization

Summary

Description	used to create new pledge payment from organization record
Type	HTML
Used Where	Organization Layout : Donations Related List Organization_Pledge_Payment (List Button)
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Details

Donation_Create_Pledge_Payment_from_Pledge_Object

Summary

Description	used to create new pledge payment from pledge record
Type	HTML
Used Where	Pledges Layout Pledge_Payment (Detail Page Button)
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Details

Donation_Set_up_Pledge_from_Contact

Summary

Description	Set up pledge for pledge payments
Type	HTML
Used Where	Contact Layout Contact_Pledge (Detail Page Button)
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Details

DonationSetupPledgefromOrganization

Summary

Description	Set up pledge for pledge payments
Type	HTML
Used Where	Organization Layout Organization_Pledge (Detail Page Button)
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Details

Donation_Setup_Recurring_from_Contact

Summary

Description	used to create new recurring donation from contact record
Type	HTML
Used Where	Contact Layout Contact_Recurring_Donation (Detail Page Button)
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Details

DonationSetupRecurringfromOrganization

Summary

Description	used to create new recurring donation from organization
Type	HTML
Used Where	Organization Layout Organization_Recurring_Donation (Detail Page Button)
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Details

GenerateMailingLabels

Summary

Description	Generate Avery format Mailing Labels from an Organization or Campaign object.
Type	HTML
Used Where	Campaign Layout Organization Layout GenerateMailingLabels (Detail Page Button)
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Details

Households_CopyAddressbetweenContactandHousehold

Summary

Description	Use this as a custom link for copying an address from a Household to a Contact, or the other way around.
Type	HTML
Used Where	Contact Layout Copy Contact Address to Household (Image Button)
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Details

Households_Create_Contact_and_Household_from_Tab

Summary

Description	A tab for creating a Contact (or two) along with a Household
Type	HTML
Used Where	New_Contact Tab
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Details

LeadConversion

Summary

Description	Sick of converting leads the old fashioned way? The AJAX interface of this lead conversion utility will make lead conversion fun again. Plus, create Donations for leads that have Donation data associated with them--i.e. importing online donations.
Type	HTML
Used Where	Lead_Conversion Tab
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Details	OptionalCustomizations: Add custom fields to the Lead object to capture online payment information. For example, "Donation_Close_Date__c" and "Donation_Amount__c" for close date and amount of Donation Search for CONSTANT to find where code changes are necessary Install this code, making necessary changes to constants and adding any additional fields you want Important: Enter the values for open and closed leads into the S-Control code

LeadConversionAbout

Summary

Description	This S-Control displays a lengthier explanation of the purpose of the Lead Conversion Tab for reference purposes
Type	HTML
Used Where	About_Lead_Conversion Tab
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Details	With the Rapid Lead Converter and Online Payment Importer you can convert Leads to Contacts much faster than in the Force.com UI. Merge your Lead with an existing Contact if a match is found, or create a new one. At the same time you create a new Contact, create an Organization and Household if you wish. Plus, you can create closed Opportunites for Leads if you supply an Donation Amount and Date. This is great for importing payments from online services like PayPal. Nonprofits can use this to quickly bring online donation data into Force.com, eliminating duplicate data, and creating Organization and Household information automatically. If your organization is a nonprofit, this application is a great way to get online donations into Force.com. Just download your online donation transactions to a CSV file, then upload them with the Lead Import Wizard. Now they’ll be available for conversion into Contacts, with automatic creation of Donations! This application will allow you to: Significantly cut Lead processing time Use Leads for importing online payments Wonder how you lasted so long doing Lead conversion the old way

LeadConversionSplashScreen

Summary

Description	This splash page S-Control gives a very brief one-time description of the purpose of the Lead Conversion Tab
Type	HTML
Used Where	About_Lead_Conversion Tab LeadConversionSplash (Custom Link)
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Details	Sick of converting leads the old fashioned way? The AJAX interface of this lead conversion utility will make lead conversion fun again. Plus, create Donations for leads that have Donation data associated with them--i.e. importing online donations. Additional Help and Training There is no additional help on the Lead Conversion Tab as it is made available for free

RecordTypesLookup

Summary

Description	return record type id’s given record type name
Type	Snippet
Used Where	Used in the following Custom S-Controls: Donation_Create_Major_Gift_from_Organization Donation_Create_Pledge_Payment_from_Organization Donation_Create_Pledge_Payment_from_Contact Donation_Create_Membership_from_Contact Donation_Create_Matching_from_Contact Donation_Create_Grant_from_Contact Donation_Create_Major_Gift_from_Contact Donation_Create_Pledge_Payment_from_Pledge_Object Donation_Create_Matching_from_Organization Donation_Create_from_Contact Donation_Create_Membership_from_Organization Donation_Create_from_Recurring_Donation Donation_Create_Grant_from_Organization Donation_Create_from_Organization
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Details

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