Learn about the object-level access that's required for using invocable actions in Fundraising.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
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Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
- Close Gift Commitment Action
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Object Read Create Update Gift Commitment Yes No Yes Gift Transaction Yes No Yes - Manage Gift Default Designations Action
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Object Read Create Update Gift Commitment Yes No No Gift Designation Yes No No Gift Default Designation Yes Yes Yes - Manage Gift Transaction Designations Action
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Object Read Create Update Gift Designation Yes No No Gift Transaction Yes No No Gift Transaction Designation Yes Yes Yes - Manage Custom Gift Commitment Schedules Action
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Object Read Create Update Account Yes No No Gift Commitment Yes No Yes Gift Commitment Schedule Yes Yes Yes Gift Transaction Yes Yes No Gift Transaction Designation Yes No No - Manage Recurring Gift Commitment Schedule Action
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Object Read Create Update Gift Commitment Yes No Yes Gift Commitment Schedule Yes Yes Yes Gift Transaction Yes Yes No Gift Transaction Designation Yes No No - Manage Fundraising DPE Definitions
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Object Read Create Upate DonorGiftSummary Yes Yes Yes GiftDesignation Yes Yes Yes OutreachSummary Yes Yes Yes - Pause Gift Commitment Schedule Action
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Object Read Create Update Gift Commitment Yes No Yes Gift Commitment Schedule Yes Yes Yes Gift Transaction Yes Yes No Gift Transaction Designation Yes No No - Process Gift Commitment Action
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Object Read Create Update Account Yes No No Gift Commitment Yes No Yes Gift Commitment Schedule Yes No No Gift Transaction Yes Yes No Gift Transaction Designation Yes Yes No - Process Gift Entries Action
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Object Read Create Update Account Yes Yes Yes Gift Designation Yes No No Gift Soft Credit Yes Yes Yes Gift Transaction Yes Yes Yes Gift Transaction Designation Yes Yes Yes - Resume Gift Commitment Schedule Action
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Object Read Create Update Gift Commitment Yes No Yes Gift Commitment Schedule Yes Yes Yes Gift Transaction Yes Yes No Gift Transaction Designation Yes No No - Update Processed Gift Entries Action
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Object Read Create Update Account Yes No No Gift Entry Yes Yes Yes Gift Transaction Yes No No
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