ACCOUNT
Record for an organization or a household in Ascend (replaces prospect record).
ACTION CENTER
Notification tool that displays a list of actions for a Primary Relationship Manager to take with their assigned accounts and households.
AFFILIATION
Relationship between a constituent and an organization. This can affect gift processing, Ex: Employee/Employer, Student/Educational Institution, or be utilized during prospecting to better understand interests, relationships, etc.
ASCEND
An application created by UC Innovation that leverages SalesForce for higher education advancement and constituent engagement.
CASES
Requests for updates or assistance submitted in Ascend. Cases are assigned to and worked by other users to help fulfill the request. Case types can include Support Request, Report Assistance, Update Request, and Prospect Research Request
CAMPAIGN
Allows users to create a static list of constituents that have received a touchpoint (an appeal, a newsletter, and stewardship piece, etc.)
CHATTER
Tool that allows users to collaborate and communicate directly or in a group with other users in Ascend.
COMPACT VIEW
The Compact View is a standard feature of the Salesforce interface that allows the user to get a quick snapshot of a constituent, household, or organization by hovering over a name. Each Compact View displays six pieces of key information.
CONFIRMED
Contact information in ACE is “confirmed” when we have determined it belongs to the constituent or organization it’s attached to. For example, if a development officer calls a prospect’s phone number and the prospect answers, the DO should mark that numbers as confirmed.
CONSTITUENT
Record for a person in Ascend (replaces entity record).
CONTACT REPORT
Report detailing any significant interaction with the constituent.
CUSTOM APPS
Group together a series of the most commonly used objects and provide for a customizable home screen that can include dashboards, reports, lists, tasks, or other standard or custom components. This helps users focus on specific functional areas without being distracted by data unrelated to their job function.
DESIGNATION
The department/unit/fund where a specific payment/pledge/gift will go (replaces allocation).
DESIGNATION BENEFICIARY
Recipient of the endowed funds – scholarship, professorship, chairmanship etc.
FUNDING INTEREST
Used to identify specific funding priorities for Accounts in Ascend.
GIVING DETAIL
Tracks specific transactions and pledges made by the constituent or account. Final state of a constituent or account’s gifts, pledges, and pledge payments.
GIVING SOCIETY
Memberships to school, college, and university wide associations using rule sets to determine the level of membership.
HOUSEHOLD
Object used to track development activities such as contact reports, opportunities, strategies, etc. in Ascend (replaces prospect record).
INTEREST
Things a constituent is interested in. This can include sports, clubs, centers, etc.
INVOLVEMENT
Activities, committees, volunteer activities the constituent or organization is involved with (replaces engagement factors).
LIGHTNING PAGES
Custom layouts that allow for pages to be customized to user specifications. Lightning pages can be thought of as page layouts with the ability to add lightning components, which allow much more flexibility.
LIST VIEW
Allows you to set filters to view records on an object tab (constituents, opportunities, etc.). List views can be customized and modified.
MEMBERSHIP BENEFIT
Benefits for giving societies, such as members-only invitation to events, wall recognition, campus parking, etc.
MEMBERSHIP LEVEL
Various levels defined for a giving society.
OBJECT
Data categories in Ascend (replaces database tables).
OPPORTUNITY
Object used to record proposals and gifts (replaces proposal).
PAGE LAYOUTS
Allow different users to see different information on the same record and allow users to see different information on different types of records (via field level security). This ensures that users only see what they are supposed to see, without additional access or extraneous information.
POST CODE
Majors, minor or specialties tied to a degree in Ascend.
RELATED LISTS
how relationships between records. They allow users to view records that are linked to the current record being viewed all on the same page. Related lists can be customized to include desired fields and the order for which they appear.
RELATIONSHIP
Connections between a constituent and another constituent that can affect gift processing. Ex: Child/Parent, Husband/Wife, Organization/Employee, Organization/Funder.
RELATIONSHIP MANAGER (PRIMARY or SECONDARY)
Individual assigned to cultivate and solicit a constituent or account. There is a single active PRM per household.
ROAD MAP
Ascend’s plans for future updates and functionality.
SALESFORCE
A customer relationship management (CRM) database.
SERVICE INDICATOR
Banner on a constituent record that is related to how to approach the constituent or account based on their preferences (replaces solicitation control codes, VIP codes, and other customized banners on the entity record).
STRATEGY
Documents any internal user’s strategy on how to approach/interact with the constituent/account during prospect management.
TASK
Actions assigned to users in Ascend.
VERIFIED
Contact information in ACE is “verified” when it is well-formed and deliverable. For example, if we send an email to an alumnus named John Doe at jdoe@gmail.com and the message doesn’t bounce back, it is a verified address–even if the message is actually delivered to Jack Doe, who has no relationship with UT. We have scheduled processes that verify our data.
WORK PLAN
High level overview or goal metrics for a particular unit/division/school. This is what fundraisers/development officers are measured against per FY. It includes fundraising goals, # of visits/contact expectations.