---
schema_version: "1"
id: c3dcf57ef85016a3142961fcfd9a04ca49e61e914aa342c8f8bb0bec5223e506
title: Gift Entry and Processing 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_gift_entry_processing.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_gift_entry_processing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a24cdeaa96d2081fafd84b4b728f14095f5255e774a4e90f7d8bb706e259c356
description: Enter gifts individually or add them to a gift batch. A gift batch uses a gift batch template that enables you to quickly create gift entries that have the same set of fields.
products:
  - Education Cloud
release: "264"
---
# Gift Entry and Processing in Education

Enter gifts individually or add them to a gift batch. A gift batch uses a gift batch template that enables you to quickly create gift entries that have the same set of fields.

### 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="d104118e39">REQUIRED EDITIONS</th>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d104118e39 ">Available in: Lightning Experience</td>

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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d104118e39 ">
            <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>

- **[Map Custom Fields to Use During Gift Entry in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_map_custom_fields_to_use_during_gift_entry.htm&release=264.0.0&type=5)**  
    Track and report on gift data by adding custom fields to the Gift Entry page. Capture additional information about gifts, such as a donor’s preferred communication method and the purpose of the gift.
- **[Create and Manage Gift Entry Grid Templates in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_create_and_manage_geg_templates.htm&release=264.0.0&type=5)**  
    Customize the Gift Entry Grid with multiple templates to build targeted and efficient experiences that help users to capture the right gift data quickly and accurately.
- **[Create a Gift Entry in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_create_a_gift_entry_parent.htm&release=264.0.0&type=5)**  
    There are two methods of performing gift entry. The method that comes built in Fundraising is the Gift Entry window. In this window, you can quickly and easily create a gift with a gift transaction or a gift commitment. The gift can also include soft credits or multiple designations. The second method is to use the Gift Entry Grid. This method enables the lightning-fast entry of gifts in a table by keying across the cells to enter the gift information. You can enter all aspects of the gift in the grid, including the recurring gift commitment, outreach source code, campaign, designations, and soft credits.
- **[Gift Entry Grid Customization in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_gift_entry_grid_customization.htm&release=264.0.0&type=5)**  
    Use templates to configure and customize the Gift Entry Grid to capture information and processes that are unique to your organization. Create and use a custom template for more flexible, accurate, and faster gift entry. Configure custom Lightning web components for the three placement types available in the Gift Entry Grid. Integrate with independent software vendor packages that handle payment processing and other functionality.
- **[Set Gift Batch Defaults in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_gift_batch_defaults.htm&release=264.0.0&type=5)**  
    To enter gift batches more quickly and with fewer errors, set gift batch default values to automatically set common values for gift batches.
- **[Create a Gift Batch in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_create_gift_batch.htm&release=264.0.0&type=5)**  
    Quickly add multiple gift entries that use the same set of fields by creating a gift batch and process the collection of gift entries together. Every gift batch has an associated template that defines a set of fields and their display order in a gift entry. Fundraising provides a default template, and you can create customized templates to meet your unique gift entry needs.
- **[Process a Gift Batch in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_process_gift_batch.htm&release=264.0.0&type=5)**  
    Add gift entries to a gift batch to process them all at once. For a gift batch to process successfully, every gift entry must process without any errors.
- **[Import Gift Entries to a Gift Batch by Using CSV Data Management for Industries Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_import_gift_entries_gift_batch_using_csv_data_management_industries.htm&release=264.0.0&type=5)**  
    Import large volumes of donation data to Salesforce by using a gift batch and the CSV Data Management common component. CSV Data Management reduces manual data entry and the risk of errors by using CSV files to import data into Salesforce objects.
- **[Considerations for Gift Processing Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_considerations_for_gift_processing.htm&release=264.0.0&type=5)**  
    Gift entries that aren't part of a gift batch are processed when you save them. For gift batches, complete a batch dry run and then explicitly process the gift entries in the batch.