Salesforce MyDeltaSig The Lamp Delta Signatures

Hey Eta Queta!

Welcome to your support site—
scroll down for the latest additions.

New Functions

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Object Lists

N/A

Salesforce

Examples (1)

Patriot

Object Lists are a nice hybrid option for searching & viewing the index of a particular object. This is a great approach when you need more control than the Global Search can offer, but building up a Report feels like overkill.

Portal Invites

N/A

Salesforce

Examples (1)

Patriot

Portal Invites give HQ staff and chapter officers the ability to invite potential users to join MyDeltaSig, by creating an FSID account. Note that Portal Invites allow a potential user to bypass the "claim your account" process.

Events, Tasks & Files (Interactions)

Journals

Salesforce

Examples (1)

Patriot

Interactions are used to track individual touchpoints with a particular Account or Contact. The concept is similar to Patriot's Journal entries with a type of call or email, but with added features and a higher level of accessibility. You can also attach Files to a specific Contact or Account.

Staff Chatter

N/A

Salesforce

Examples (1)

Patriot

Chatter is our go-to spot for internal communications. Think of it as the staff bulletin board, scoped to a specific object—like a Contact, Chapter or Higher Ed Institution. Chatter can be found on the right column, when viewing a single object.

Daily Terms

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Opportunity Fields

Gift/Donation Fields

Salesforce

Foundation

Patriot

Opportunity Fields are the individual data points for an Opportunity. Examples include Account Name, Amount and Date.

Employment History

Professional Position

Salesforce

Screenshots Fraternity

Patriot

Employment Histories are the jobs held by an individual Contact. Typically, an Employment History record is associated with an Account, which is the employer in this relationship. These Employment Histories are similar to the Professional tab (and Professional Positions) in Patriot.

Issue Reports

View on Asana

Something broken? Visit our Asana project for Bug Reports to see if it's on our list!

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