Introduction to SF "Batyr Partnerships" App and Pipeline Board

Learn how to use the Batyr Partnerships app and the pipeline board in Salesforce. This guide covers accessing the app, managing opportunities, filtering by team, and using custom features to streamline your workflow.

March 11, 2026 By Mark Brisbane

In this guide, we'll learn how to use the Batyr Partnerships app and the pipeline board within Salesforce. The pipeline board is designed to help you manage and track opportunities across your team, filter by department, and update assignments as needed.

You will also see how to access the app, use key features like filtering and creating new opportunities, and understand the layout of the board. This guide will help you get started with the new system and make your daily work more organized.

Let's get started

Okay. This is a quick introduction to the Batyr Partnerships app and the pipeline board, which is the centerpiece of the new system in Salesforce. If you're like me, after this deployment, you won't notice any changes on your usual homepage. All the important information you need is available at the top. Go to App Launcher, then select Batyr Partnerships.

If you don't see it on the side, search for it. It should appear as the only option.

Step #2: Click on "Search apps and items" — Click on "Search apps and items"

If you don't, it's because of permissions issues.

Type "batyr Partnerships" if you don't already see it.

Reach out to Alana, myself, or someone in operations. We have a standard operating procedure to ensure you get access. If you received this directly from me, you should have permissions at this stage.

Step #4: Click on "batyr Partnerships" in the App Launcher Results — Click on "batyr Partnerships" in the App Launcher Results

Welcome to the new app!

It's still Salesforce, but it's custom-coded to be a cockpit for your daily work, helping you optimize the key tasks you do regularly.

I recommend that you bookmark this. It's the same Salesforce as always, but custom-designed for you and your team. This is the pipeline board. We will spend most of our time today focusing on this, but keep in mind that Today's Tasks is also very useful.

Step #6: The top of your homepage contains tasks due today, click "View All" to see all your Open Tasks — The top of your homepage contains tasks due today, click "View All" to see all your Open Tasks

If you click through and update this to your open tasks and pin it, it becomes a great way to stay on track and manage your work.

In the future, we these tasks can be generated by standard actions that are set up based on your opportunities.

Step #8: Back to the Pipeline Board — Back to the Pipeline Board

Step #9: Click on "My Pipeline" to filter the opportunities to only the ones you've been assigned — Click on "My Pipeline" to filter the opportunities to only the ones you've been assigned

Step #10: Whereas "All Pipeline" includes any opportunity generated across the modern pipeline opportunity types. — Whereas "All Pipeline" includes any opportunity generated across the modern pipeline opportunity types.

There are a few other filters we can use to show particular groups of opportunities.

Step #11: Click on "Fundraising" — Click on "Fundraising"

When just the "Fundraising" team is selected, the Pipeline Board updates to just show the opportunities assigned to staff members who fall under the "Fundraising" department.

Currently the Fundraising option includes:
Corina Vargas
Tyler Juel

To get yourself added to this list, ask a salesforce admin to:
"Update my salesforce user to be part of the Fundraising department"

Step #12: Click on "Philanthropy" — Click on "Philanthropy"

Note that selecting Philanthropy doesn't de-select Fundraising. This lets us specifically look at just the pipeline assigned to sf users under the Partnerships team.

Currently the Philanthropy option includes:
Laura Mason
Lucinda Steggles

To get yourself added to this list, ask a salesforce admin to:
"Update my salesforce user to be part of the Philanthropy department"

Step #13: Click "Other" to see the Opportunities we need to clean up so they're assigned to a Partnerships team member, or removed. — Click "Other" to see the Opportunities we need to clean up so they're assigned to a Partnerships team member, or removed.

We will go through those and clean them up gradually. However, there are some that we need to ensure are properly assigned to the relevant partnerships team members. If they are not, and need to be closed, then we close them. That's a task I hope you can help me with.

Step #14: Note: as you change these filters, the value in each column will update to reflect the opportunities displayed — Note: as you change these filters, the value in each column will update to reflect the opportunities displayed

You'll also notice that as we scroll down, there are coloured dots against each of the opportunities. These correspond to "Funder Types" as shown in the legend above. You can use these as filters too.

Step #15: Click on "● Foundation" — Click on "● Foundation"

Finally, I want to emphasize that these two buttons are likely the most important ones you will use in Salesforce.

These are designed as shortcuts for some of the most common quick actions you'll need to take in Salesforce.

Step #17: Click on "+ Account & Contact" — Click on "+ Account & Contact"

First, there is a Create Account and Contact Flow. I have a separate, clear guide on this.

GUIDE LINK TO BE ADDED ONCE UPLOADED TO CONFLUENCE.

Step #18: "Create Account & Contact" flow — "Create Account & Contact" flow

And the second is our "Create Opportunity" flow, which is different to what you'll see if you go to Opportunities > New

Step #19: Click on "+ Opportunity" — Click on "+ Opportunity"

This option, Add Opportunity, is a custom opportunity creation flow that focuses specifically on new modern pipeline opportunities.

Step #20: See the specific Record Types (RTs) that exist below — See the specific Record Types (RTs) that exist below

We have some descriptions here to help you decide which one to use. After that, it selects the most important information for you to include to create the new opportunity.

Step #21: Selecting "Funding Agreement" asks you for just the initial info required to set up that record type — Selecting "Funding Agreement" asks you for just the initial info required to set up that record type

If you want to create an older opportunity type, you can still access them via the Opportunities menu:

Step #22: Click on the "Opportunities" tab... — Click on the "Opportunities" tab...

Step #23: Click on "New" — Click on "New"

Step #24: Select from the longer list of all possible opportunity record types — Select from the longer list of all possible opportunity record types

That concludes our summary of the Pipeline Board!