Walkthroughs of how Salesforce works here — the names your team uses, the process your records follow, and the things worth knowing before you get caught by them.
Two halves that meet at the person: who people are, and where the money goes.
02 Everyday toolsSaved questions you can reopen in one click, with the filters that matter here.
03 Everyday toolsRead the filters before the numbers — record type and status decide the answer.
04 Core recordsA benefit, not a payment. One record per term, and finding the current one.
05 Core recordsWhere the money goes — record types, designations, and why you must filter.
06 Core recordsHow people connect to chapters and committees, and who counts as a member.
07 Core recordsLeader levels 1–3, what satisfies each requirement, and why expiry quietly breaks them.
08 Daily workBatch entry, and why a batch that will not balance is telling you something.