Closes a gift commitment by updating the status of all unpaid and failed transactions to Closed. Returns a confirmation that the gift commitment will be closed on the specified date.
Required Editions
| Available in: Lightning Experience |
| Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To use the Donor Support Agent in Experience Cloud: |
FundraisingExperienceCloud AND Manage Donations with Agentforce in Experience Cloud |
| See Common User Access for Standard Agent Actions. | |
Example
Note Close Gift Commitment is a pilot or beta service that is subject to the Beta Services
Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement
if executed by Customer, and applicable terms in the Product Terms
Directory. Use of this pilot or beta service is at the Customer's sole
discretion.
Action Details
| API Name | CloseGiftCommitment |
| Reference Action | Invocable Action |
| Does this action execute one or more prompt templates? | No |