View, Track and Analyze Gifts in the Salesforce App

Gift data can be viewed and analyzed in

There are two ways you can view gift details with the Loop & Tie Salesforce App. You can also view this information in your Loop & Tie dashboard.

1. Gift Record Details

  • Click View Gift details.
  • View progress in Stage Path.

Gift Record Details:


2. Gift Tab and List Views

  • Access recently viewed Gift records.
  • View All Gift records.
  • Create custom List Views.

Gift Tab and List Views: