Customize Fundraising Page Layouts in Education

Tailor the Fundraising pages to meet your needs. For example, include a non-monetary assets section on the Gift Commitment page or add a field to indicate if a commitment is verbal or written.

Required Editions

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

Note Page layouts won't update until the object metadata is cached. To see page changes sooner, log out, and then log in.

• Update Person Account Page Layout in Education
  Manage multiple addresses by using fields from the Contact Point Address object on the Person Account page layout.
• Add Payment Instrument Fields in Education
  Add Payment Instrument fields to the page layouts. Include fields to obtain account holder and payment method details that are required to complete a transaction.
• Create Quick Actions for Fundraising in Education
  To create quick actions in your Fundraising apps, create Action Launcher deployments.
• Set Up Donor Profiles in Education
  Customize the donor profile page in the Fundraising Philanthropy and Partnership app to contain the necessary financial, demographic, and relationship information for a donor or prospect.
• Configure a Data Summary Rollup in Education
  The Related Records Detail Display is a Lightning App that provides a summarizing component for your data.