Appendix

Definitions

The following are definitions of some of the terminology and concepts within the application.

Beneficiary - A school or nonprofit organization specified for a volunteer opportunity.

Champion - A role held by an employee of an organization that grants limited administrative access to Content Management for their organizations. They can create, edit, delete, and archive Volunteer Opportunity, Campaign, and Story content. Their content can be featured, and is both indexed for search and available to be recommended. They can also view the volunteer lists for all volunteer opportunities. A champion can only create content scoped to employees of that organization.

Content - Philanthropy Cloud supports the following types of content. Content items can have explicit relationships to other content items.

  • Campaign - a specific, branded effort to raise money and/or volunteer hours. Campaigns typically have a start date and an end date, a goal, and a variety of options for how users can give and/or volunteer.
  • Impact Fund - a portfolio of nonprofits, usually administered by a Local United Way, focused on a specific cause or issue that a user can give to. The funds are then distributed to the portfolio of nonprofits.
  • Story - a news item, blog post, or article. Stories can be created by an organization or a Local United Way.
  • Volunteer Opportunity - an opportunity to volunteer with a school or nonprofit organization.

Context - Certain roles can access multiple Philanthropy Cloud tenants, or contexts. For example, a Workplace Account Manager can switch between any of the companies they are managing, or they can switch to the context of their Local United Way, which itself may also be a workplace.

DSOG - Digital Services Operating Group. A group of Local United Ways (~38 currently) who work together on shared digital services, including Philanthropy Cloud.

Employee - A role held by a person employed by any kind of organization.

Identity - A role without an associated organization that represents a person's ability to log in to Philanthropy Cloud and manage their own user details and preferences. Every person has an identity role.

LUW - Local United Way. Any one of the nearly 1800 Local United Way affiliates worldwide. Each is an independent nonprofit. LUWs are not governed by United Way Worldwide.

Organization Administrator (OA) - A role held by an employee of an organization that grants full access to that same organization and all of its resources; An Organization Administrator (OA) can configure settings and branding, manage users, develop and feature content and messaging, and run reports for their own organization. An OA can only create content scoped to employees of that organization.

Processor - A processor is the entity that receives donations and issues tax receipts.

Preferred United Way - Preferred United Way is a user preference and is not your Where Raised United Way. The Preferred United Way only controls recommendations and content preferences on the Homepage and also influences search results. Where Raised United Way is a field that is not available for user upload because it is assigned automatically based on postal code, and that mapping is derived from iGuide. Although the Preferred United Way is not the same as the Where Raised United Way associated with a Person, the Preferred United Way defaults to the Where Raised United Way if it's not specified in the employee upload. Once specified, the user is able to update/edit their Preferred United Way at any time.

Role - An association between a person, a set of things that person is allowed to do, and, optionally, an organization. Roles are unique and identified by name. A person may hold many roles.

Scope - Content items have scope, which is a set of configuration variables that help determine which users should be able to see which content. Content is unscoped by default, meaning that it is visible to all users. Adding scope to a content restricts its visibility. In some circumstances, content is scoped implicitly. For example, if an OA creates content in their workplace context, it automatically acquires a workplace scope, limiting its visibility to that workplace. Workplace Account Managers and Organization Administrators of Workplace Account Management Partners can create content that is scoped to only one or more of their workplaces. Nonprofits are unscoped, which means they are always visible to everyone.

UWW- United Way Worldwide is based in Alexandria, Virginia and is home to the DSOG. The UWW is our direct United Way partner for Philanthropy Cloud.

Where Raised United Way - The Where Raised United Way is the primary United Way that operates in a particular postal code.

Workplace- An organization whose employees have end-user access to that organization's community in Philanthropy Cloud. A workplace has a configurable community with featured content and branding.

Workplace Account Management Partner (WAMP)- An organization whose responsibility is managing Workplaces. Any employee of a WAMP is allowed to become a WAM for a Workplace managed by their employing WAMP.

Workplace Account Manager (WAM)- A role held by an employee of a WAMP that allows that person to assume the role of Organization Administrator (for any organization managed by their employing WAMP).

Email Configurations

You may need to configure your network and email settings to ensure emails from Philanthropy Cloud are delivered in a timely and secure manner. The following systems send transactional emails related to Philanthropy Cloud. Please configure your settings as necessary. Philanthropy Cloud does not currently send any marketing emails that would require explicit user opt-in.

Login Messages

Welcome emails and password reset emails (i.e., the emails relating to the login process) are generated using standard Salesforce email infrastructure.

Notification Messages

In addition, Philanthropy Cloud uses its own email infrastructure to send notification messages that are not related to the login process (e.g., tax receipts and confirmations).

For maximum deliverability of both login-related and notification email messages, you could whitelist `mail.philanthropycloud.com` and `salesforce.com` when DKIM verification passes.

Password Link Expiration

If your organization has email security software that causes a password reset link to expire, please request a new password or contact the support of the software to have them whitelist emails coming from Salesforce. For more information, please click here.

Data Dictionary

The following table details the items in the Data Dictionary.

Column LabelData FormatRequiredMax LengthDescriptionDefault (if blank)Allowed Values
Person ID
Text
No
The ID assigned to a user by the application.
Leave this field blank for a new user.
Important: Providing a valid ID causes an update to an existing record.
Work Email
Email
Yes
80
The employee's work email address.
Important: Providing an email address for an existing Person in Philanthropy Cloud causes an update to that record.
Note: To update Work Email, you must provide a Person ID.
Person External ID
Text
No
40
An ID from an external system.
Does not have to be unique.
Person Secondary External ID
Text
No
40
An ID from an external system.
Does not have to be unique.
Employee Number
Text
No
40
The employee number assigned by the Employer.
Does not have to be unique.
Cannot be used for upsert operations.
Federation ID
Text
No
40
An ID from an external system used to indicate a unique single sign-on ID in an external Identity Provider.
Salutation
Text
No
40
Salutation prefix, such as Mr., Mrs., or Ms.
First Name
Text
Yes
40
The employee's first name.
Middle Name
Text
No
40
The employee's middle name.
This can be the entire middle name or just the middle initial.
Last Name
Text
Yes
80
The employee's last name.
Suffix
Text
No
40
The employee's name suffix, such as Esq. or III.
Nickname
Text
No
40
The employee's preferred nickname.
Title
Text
No
128
The employee's official employee title.
Department
Text
No
80
The employee's department.
Important: Department is used for reporting. Since this is an open text field, Department values must match exactly to be considered the same department. For example, Marketing is not equal to Mktg.
Office
Text
No
80
The employee's office.
Important: Office is used for reporting. Since this is an open text field, Office values must match exactly to be considered the same office. For example, Ballard Office is not equal to Ballard Ofc.
Region
Text
No
80
The employee's region.
Important: Region is used for reporting. Since it is an open text field, Region values must match exactly to be considered the same region. For example, Europe is not equal to EU.
Manager ID (Person External ID)
Text
No
40
The employee's manager.
Important: This person must already exist in the database or be a part of the same export file. The External ID on this person's record or in the Person External ID column of this file is used to create this relationship. Failure to match an External ID results in this field being left blank.
Work Address Line 1
Text
Yes
255
The employee's official work address.
This is the address of the office location where the employee works or the home address of a remote employee.
Work Address Line 2
Text
No
255
The employee's official work address.
This is the address of the office location where the employee works or the home address of a remote employee.
Work City
Text
Yes
40
The employee's official work address.
This is the address of the office location where the employee works or the home address of a remote employee.
Work State
Text
Yes
80
The employee's official work address.
This is the address of the office location where the employee works or the home address of a remote employee.
Work Postal Code
Text
Yes
20
The employee's official work address.
This is the address of the office location where the employee works or the home address of a remote employee.
Work Postal Code Ext
Text
No
8
The employee's official work address.
This is the address of the office location where the employee works or the home address of a remote employee.
Work Country
Text
Yes
2
The employee's official work address.
This is the address of the office location where the employee works or the home address of a remote employee.
Two-digit ISO country code.
Restricted to allowed values.
AF, AX, AL, DZ, AS, AD, AO, AI, AQ, AG, AR, AM, AW, AU, AT, AZ, BS, BH, BD, BB, BY, BE, BZ, BJ, BM, BT, BO, BA, BW, BV, BR, VG, IO, BN, BG, BF, BI, KH, CM, CA, CV, KY, CF, TD, CL, CN, HK, MO, CX, CC, CO, KM, CG, CD, CK, CR, CI, HR, CU, CY, CZ, DK, DJ, DM, DO, EC, EG, SV, GQ, ER, EE, ET, FK, FO, FJ, FI, FR, GF, PF, TF, GA, GM, GE, DE, GH, GI, GR, GL, GD, GP, GU, GT, GG, GN, GW, GY, HT, HM, VA, HN, HU, IS, IN, ID, IR, IQ, IE, IM, IL, IT, JM, JP, JE, JO, KZ, KE, KI, KP, KR, KW, KG, LA, LV, LB, LS, LR, LY, LI, LT, LU, MK, MG, MW, MY, MV, ML, MT, MH, MQ, MR, MU, YT, MX, FM, MD, MC, MN, ME, MS, MA, MZ, MM, NA, NR, NP, NL, AN, NC, NZ, NI, NE, NG, NU, NF, MP, NO, OM, PK, PW, PS, PA, PG, PY, PE, PH, PN, PL, PT, PR, QA, RE, RO, RU, RW, BL, SH, KN, LC, MF, PM, VC, WS, SM, ST, SA, SN, RS, SC, SL, SG, SK, SI, SB, SO, ZA, GS, SS, ES, LK, SD, SR, SJ, SZ, SE, CH, SY, TW, TJ, TZ, TH, TL, TG, TK, TO, TT, TN, TR, TM, TC, TV, UG, UA, AE, GB, US, UM, UY, UZ, VU, VE, VN, VI, WF, EH, YE, ZM, ZW
Work Phone
Text
No
40
The employee's work phone number.
Can be a mobile or office phone.
Address Line 1
Text
No
255
The employee's address.
Address Line 2
Text
No
255
The employee's address.
City
Text
No
40
The employee's address.
State
Text
No
80
The employee's address.
Postal Code
Text
No
20
The employee's address.
Postal Code Ext
Text
No
8
The employee's address.
Country
Text
No
2
The employee's address.
Two-digit ISO country code.
Restricted to allowed values.
See Work Country.
Personal Phone
Text
No
40
The employee's personal phone.
Can be a mobile or land line.
Personal Email
Email
No
80
The employee's personal email address.
Important: Must be in the form of an email address.
Leadership Recognition Name
Text
No
128
The employee's full name to be used in acknowledgements and published materials about this person.
Annual Pay Periods
Number
No
3
Number of pay periods per year for this employee.
Used for the calculation of annual giving totals for recurring payroll deductions.
Important: Only whole numbers (integers) are allowed.
Language Preference
Text
No
5
Defaults to the employer's (Organization) Default Language.
Restricted to allowed values.
Note: Null values are ignored for this field.
en_US, en_CA, fr_CA
Preferred CurrencyTextNo3Defaults to the employer's (Organization) Default Currency.
Restricted to allowed values.
Note: Null values are ignored for this field.
USD, CAD
Time Zone
Text
No
80
Defaults to the employer's (Organization) Default Time Zone.
Restricted to allowed values.
Note:Null values are ignored for this field.
America/Halifax, America/Puerto_RicoAtlantic/Bermuda America/Indiana/Indianapolis, America/New_York, America/Chicago, America/Denver, America/Phoenix, America/Los_Angeles, America/Anchorage, Pacific/Honolulu
Ask Ladder Single Gift Amount
Decimal
No
18
The base ask amount of the ask ladder for a single campaign gift, for this user.
Important: This value must be in whole dollars.
Disable Payroll Deduction
Boolean
No
To disable payroll deduction as a giving option for this user, set this value to TRUE.
FALSE
Date of Birth
Datetime
No
The employee's date of birth in YYYY-MM-DD format.
Job Level
Text
No
40
The employee's job level, such as Director, Vice President, or Associate.
Employment Status
Text
No
40
The employee's employment status, such as Retired, Contractor, or Part-time.
Coordinator (Person External ID)
ID
No
Person ID of another person at the same employer, who is responsible for coordinating and managing employee engagement for this employee.
Important: This person must already exist in the database or be a part of the same export file. The External ID on this person's record or in the Person External ID column of this file is used to create this relationship. Failure to match an External ID results in this field being left blank.
Line of Business
Text
No
40
The employee's Line of Business, for reporting purposes around P&L and HR.
Cost CenterTextNo40The employee's Cost Center, for reporting purposes around P&L and HR.
Login Method
Text
No
Determines how this employee logs into Philanthropy Cloud.
Defaults to the employer's (Organization) Default Login Method for new users and for users who have not yet logged in.
Restricted to allowed values.
Note: Null values are ignored for this field.
USERNAME_PASSWORD, SSO_ONLY
Welcome Email Setting
Text
No
Determines how this employee receives their welcome email.
Defaults to the employer's (Organization) Default Welcome Email Setting for new users and for users who have not yet logged in.
Restricted to allowed values.
Note: Null values are ignored for this field.
SEND, DEFER, NEVER
Bonus Payroll Enabled
Boolean
No
Determines whether bonus payroll functionality is available for this employee.
Defaults to the employer's (Organization) Default Bonus Payroll Enabled setting.
Note: Null values are ignored for this field.
FALSE
← Content ManagementIntroduction →