Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.
Editions
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
Required Fundraising Permissions
To use Fundraising, Salesforce admins and users need the user permission Fundraising User. Typically, a Salesforce admin assigns a permission set or permission set group, which includes this user permission.
- Clone the Education Cloud Full Access permission set.
- Edit the cloned permission set and update the system permissions to include Fundraising User.
- Assign this permission set to your users.
- For each user, edit their user record and select Marketing User.
Customizing Permissions
If you customize this feature, such as adding fields, create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the default permission set in addition to your custom permission sets and muting permission set. This approach makes sure that users always have the latest default permissions and is an alternative to cloning permission sets.
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