Set up Fundraising with Data Processing Engine to calculate Recency, Frequency, Monetary Value (RFM) scores.
Required Editions
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
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Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
- Clone Templates for Fundraising Data Rollups and Lists in Education
Create Actionable Lists and Fundraising rollups and summaries with Data Pipelines and Data Processing Engine. - Set Up Automatic Updates For Fundraising Rollups in Education
Use a schedule-triggered flow to automatically receive updates to your fundraising rollup calculations. - Configure RFM Scoring in Education
Salesforce Admins can set up RFM scoring in the Fundraising settings. These settings are used by the RFM Score Calculation data processing engine definition to create the scores. You can run this data processing job manually from Settings, but the recommended method is to run the job on a schedule. - Schedule RFM Score Calculation in Education
Automate the Recency, Frequency, and Monetary Value (RFM) score calculation DPE jobs by creating a flow that runs based on a specified date, time, and frequency. - Check the RFM Score Calculation Process in Education
Use Monitor Workflow Services to view the statuses of RFM score calculation jobs.