Track patient expressions of gratitude and the resulting philanthropic support for exceptional care received at university hospitals and medical centers. Provide care teams with a standardized, compliant way to refer grateful patients to fundraising staff. Create grateful person involvement records to record patient philanthropy and care team recognition.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Fundraising is enabled.
Who: To use Fundraising with Education Cloud, turn on Fundraising in Education Cloud, and then create and assign a permission set to your users. To access Nonprofit Cloud for Fundraising, users need the FundraisingAccess permission set.
How: To give users access to Grateful Person Involvement fundraising activities, assign the Grateful Person Involvement Access permission set.