---
schema_version: "1"
id: 76b7cd2bc2112b7bb1681cc14c52d63182d8ada1a64bedc93ce41f7bd966fd28
title: Automate Planned Gift Calculation in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_calculate_values_button_planned_gift.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_calculate_values_button_planned_gift.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0a4da59f16a994fd015fae765f6f5d69065da76f8614def66a692a326fd5b678
description: Add a button to the Planned Gift record page that recalculates present, deferred, and future values when you refresh planned gift data.
products:
  - Education Cloud
release: "264"
---
# Automate Planned Gift Calculation in Education

Add a button to the Planned Gift record page that recalculates present, deferred, and future values when you refresh planned gift data.

### Required Editions

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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d108381e42 ">Available in: Lightning Experience</td>

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              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>,
                and <strong>Developer</strong> Editions with Education Cloud</p>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d108381e90 ">To update Fundraising settings and page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d108381e90 ">
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_editions_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.">Modified Education Cloud Full
                  Access permission set</a></p>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d108381e90 ">To configure flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d108381e90 ">Manage Flow</td>

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Before you start, complete the [prerequisites for Gift Planning](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_prerequisites_for_gift_planning.htm&release=264.0.0&type=5 "Simplify the management of complex gift planning processes by turning on Gift Planning and Gift Agreements in Fundraising. To further improve the process, add related fields to the Fundraising page layouts. To keep gift values and gift types up-to-date, set up calculation and visualization for planned gift records.") and confirm that you have created your own active version of the Update Planned Gift When Expectancy Changes flow.

Planned gift automations calculate the present, future, and deferred future values based on data such as principal amount, net return rate, discount rate, term, and expectancy. When the Expectancy field changes, the Update Planned Gift When Expectancy Changes flow recalculates these values automatically. To easily recalculate the values when other fields change, configure a button on the planned gift record page that runs the Update Planned Gift screen flow.

1. From Setup, click **Object Manager**, and then find and select **Planned Gift**.
2. Select **Buttons, Links, and Actions**.
3. Click **New Button or Link**.
4. Enter these values in the fields for the button.
    1. Enter a label. For example, Calculate Values.
    2. The name is populated automatically.
    3. Select **Detail Page Button** as the display type.
    4. Confirm that **Display in new window** is selected as the behavior.
    5. Confirm that **URL** is selected as the content source.
    6. Use this flow URL for the button content.
        
        ```
        /flow/plndgiving__UpdatePlannedGift?plannedGiftId={!PlannedGift.Id }&retUrl=/{!PlannedGift.Id}
        ```
5. Select **Page Layouts**, and then click **Planned Gift Layout**.
6. Click **Buttons**, and then drag **Calculate Values** to the Planned Gift Detail section as a custom button.
7. Save your changes.

After you complete these steps, the **Calculate Values** button appears on planned gift record pages, where you can run the screen flow.