Set Up Donor Briefs in Education

Automatically generate a donor brief for a board meeting or major donor solicitation by using customized templates and add the Create Donor Brief button to page layouts for quick access.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

Configure Donor Brief Generation in Education
Enable document generation settings and create a public group to provide template access for donor brief generation.
Format Donor Briefs by Applying Custom Templates in Education
Salesforce provides a sample template for donor briefs. This sample is a starting point for customizing templates for your org.
Add Donor Briefs in Education
To generate your donor brief, upload customized donor brief templates and add them to your template library. Select a library template to generate a brief formatted to its specifications.
Add the Create Donor Brief Button to Page Layouts in Education
To quickly generate donor briefs, you can add the Create Donor Brief button to page layouts as either a Platform Action or as an Action Launcher button.