Access eight dynamic visualizations that automatically adapt to the structure of each planned gift type using Flexcards in the Gift Planning app. These Flexcards present the most important details at a glance, helping relationship officers quickly assess value, timelines, and stewardship needs. Select a gift type to get a layout that shows only the fields that matter, streamlining review and data entry.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Fundraising is enabled.
Who: To use Fundraising with Agentforce Education, formerly Education Cloud, turn on Fundraising in Agentforce Education, and then create and assign a permission set to your users. To access Nonprofit Cloud for Fundraising, users need the FundraisingAccess permission set.