---
schema_version: "1"
id: 037f2fca5a1694a8d5160ad3e018e60b394ecaa17c6d5bd16816345927938eca
title: Configure Fundraising Rollup and Summary Calculations 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_configure_fundraising_rollup_and_summary_calculations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_configure_fundraising_rollup_and_summary_calculations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0867110c6fa4f0de369ddc0f6d09675caa2b8e2e19b20417d69872df69e7562c
description: Set up Fundraising with Data Processing Engine to calculate Recency, Frequency, Monetary Value (RFM) scores.
products:
  - Education Cloud
release: "264"
---
# Configure Fundraising Rollup and Summary Calculations in Education

Set up Fundraising with Data Processing Engine to calculate Recency, Frequency, Monetary Value (RFM) scores.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d106568e39">REQUIRED EDITIONS</th>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d106568e39 ">Available in: Lightning Experience</td>

        </tr>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d106568e39 ">
            <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>
          </td>

        </tr>
      </tbody>
    </table>

- **[Clone Templates for Fundraising Data Rollups and Lists in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_start_configure_new_data_processing_engine.htm&release=264.0.0&type=5)**  
    Create Actionable Lists and Fundraising rollups and summaries with Data Pipelines and Data Processing Engine.
- **[Set Up Automatic Updates For Fundraising Rollups in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_up_automatic_updates_for_fundraising_rollups.htm&release=264.0.0&type=5)**  
    Use a schedule-triggered flow to automatically receive updates to your fundraising rollup calculations.
- **[Configure RFM Scoring in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_up_rfm_scoring.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_create_schedule_triggered_flow_to_run_dpe_jobs.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_check_the_rfm_score_calculation_process.htm&release=264.0.0&type=5)**  
    Use Monitor Workflow Services to view the statuses of RFM score calculation jobs.