Provide users with the access that they need to use Fundraising features.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
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Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
- Assign the Fundraising permission set or permission set groups to the appropriate users. See Fundraising Editions and Permissions
- Assign the Marketing User permission to the fundraisers who create and manage campaigns.
- To use an integrated third-party application (for example, a donation platform) that accesses Fundraising objects, assign the Fundraising Access permission set to the API Integration user.
- To make all fields across the objects readable by all users, set the organization-wide sharing settings default for Fundraising objects to Public Read Only, or for greater access, Public Read/Write.