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Work the Fundraisers console#

The **Fundraisers** tab is the one place every campaign the package touches is listed, and the place you work a single fundraiser from end to end. This page is about the console itself — the list, the tabs, and the link you can send someone.

Find it#

Open the Pledgivo app from the App Launcher and pick the Fundraisers tab. Nothing about Salesforce navigation changes: it is an ordinary Lightning tab, it works in any Lightning app you add it to, and the browser Back button behaves the way it does everywhere else.

The list#

Six columns, all sortable — click a heading once to sort, again to reverse it:

Column What it holds
Fundraiser The name, its type icon, and a tag when the campaign is a draft or completed
Fund The designation donors give to, and the designation mode that resolves it
Raised Money in, with the goal underneath
Progress Percent of goal, and how much is left to reach it
Donors How many people have given
Ends The end date, and how near it is

The search box matches a fundraiser's name, its fund, and its type — so "Ongoing" narrows to ongoing funds and "Shelter" finds both the appeal and anything designated to the shelter fund. Press / anywhere on the page to jump into it without reaching for the mouse.

Filter chips#

Five chips sit beside the search box, each carrying its own count:

  • All
  • Live — active campaigns
  • Draft
  • Completed — past their end date
  • Needs attention

Needs attention is the only one that is not simply a status. A live fundraiser lands there when it has no goal set, or when it has a goal and ends within three weeks. Both are cases where doing nothing has a cost: a page with no goal draws no progress bar, and a deadline that arrives unannounced is a campaign nobody was asked to finish.

Act on several at once#

Tick the checkbox on any row (or the one in the header to take the whole page) and a bar appears with Activate, Pause and Clear. The count tells you exactly how many records the next click will change.

Each row also carries its own Edit, Copy link and Activate/Pause buttons. Copy link gives you that campaign's public donation URL — if the campaign has no slug yet, the button says so rather than handing you a link that 404s.

Paging#

The pager under the table shows what you are looking at and lets you switch between 12, 25 and 50 rows.

Open a fundraiser#

Click a row. The fundraiser opens as a tab in the strip along the top of the page, and the list stays where it was — the Fundraisers tab on the left is pinned and never closes.

Tabs are how you work more than one campaign at a time. Every open tab keeps its own state, so switching away and back does not reload the record or lose the section you had open. Close one with the × on the tab, or use Close all to get back to a clean list.

The tab strip is drawn by this component, not by Salesforce Console

You do not need a Console-navigation app for it, and it does not replace anything Salesforce provides. Standard Lightning navigation is untouched — the strip only tracks which fundraisers you have open in this tab of the browser.

While a fundraiser is open, the page URL carries its Id:

/lightning/n/Fundraisers?c__id=701XXXXXXXXXXXXXXX

Send that link to a colleague and the console opens with that fundraiser already selected. It is also what a bookmark saves.

Two things to know about it:

  • The c__ in front of id is required. Lightning treats the query string on a tab URL as page state and silently drops any parameter without a namespace prefix, so a hand-written ?id= link arrives at the plain list. Links copied from the address bar always carry the prefix; if you have an older ?id= link saved, it still works — the console reads both.
  • Only that one fundraiser reopens. Open tabs live in the page, not on your user record, so a browser refresh returns you to the list with the linked record open and the rest closed.

Inside a fundraiser#

Details is pinned and always shown: the fundraiser's own facts, its money, its public page, its fund designation, and — on an event — its ticketing.

Everything else is a section you add when you want it, from the strip under the header: Donations, Recurring, Guest requests, Questions, FAQ, Updates, Documents and Designations, plus Tickets, Ticket types and Check-in on event fundraisers only. Each list is fetched the first time you open its section rather than up front, so opening a fundraiser costs one read and not twelve.

Long lists show the first page inline with a View all link that opens a paged sheet over the record.

Open a child record in Salesforce#

Every row in every one of those lists — inline and inside the View all sheet — starts with an open-in-new-tab action. It takes you to that donation, recurring gift or ticket on its own standard Salesforce record page, in a new browser tab, so the fundraiser you were working stays exactly as you left it.

It is the first column and always visible rather than appearing on hover. A related list is where someone goes to leave for the record; hiding the way out costs more than the space it saves.