A fundraiser at a nonprofit wants to be donation solicitations on which she is easily...

To allow a fundraiser to easily track and update her gift asks for donation solicitations, using Path is a suitable solution in Salesforce. Here’s how to configure and use Path for this requirement:

Enable Path:

Navigate to Setup and type "Path" in the Quick Find box.

Click on Path Settings and enable Path if it is not already enabled.

Create a Path:

Click New Path and follow the steps to create a new Path.

Select the Opportunity object since you want to track donation solicitations.

Define the stages of your solicitation process (e.g., Identification, Cultivation, Solicitation, Stewardship).

Configure Key Fields and Guidance:

For each stage, specify key fields that the fundraiser should complete.

Add guidance for success to provide tips and best practices for each stage.

Assign the Path to a Record Type:

If using record types, ensure the Path is assigned to the correct record type for your donation solicitations.

Use Path:

On the Opportunity record page, the fundraiser can now see the Path at the top of the record.

She can track her progress, update fields, and follow the guidance provided at each stage.

Using Path helps the fundraiser to visualize the stages of the solicitation process, ensuring she can track and update gift asks effectively.

Salesforce Path Documentation: Path in Salesforce.