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Product Documentation

Campaigns for Fundraising Implementation Guide

This guide is intended to help nonprofit administrators plan and implement Campaigns and Campaign hierarchies to support fundraising. Learn how Campaigns can be used to track fundraising appeals, event invitations, and key performance metrics.

Campaigns for Fundraising Implementation Guide (in PDF format)

Audience and Prerequisites

You should have some familiarity with customizing Salesforce and with Campaigns in particular before attempting to step through this guide. If not, we recommend that you complete the Campaign Basics Trailhead Module before proceeding.