---
schema_version: "1"
id: ba619cda7c1f255cdfb153a91f01dbc23c7afb47bfb081675db0e0887638e6db
title: Set Gift Batch Defaults 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_set_gift_batch_defaults.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_gift_batch_defaults.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 143ca17ae826888258a3bff4063383d1b9a6a7bc0d70c18f6c8d4d8b623e28d9
description: To enter gift batches more quickly and with fewer errors, set gift batch default values to automatically set common values for gift batches.
products:
  - Education Cloud
release: "264"
---
# Set Gift Batch Defaults in Education

To enter gift batches more quickly and with fewer errors, set gift batch default values to automatically set common values for gift batches.

### 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="d12956e42">REQUIRED EDITIONS</th>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d12956e42 ">Available in: Lightning Experience</td>

          </tr>
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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d12956e42 ">
              <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> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
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        <thead class="slds-text-title_caps ">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12956e90">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12956e93">&nbsp;</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12956e90 ">To create a gift batch defaults:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d12956e93 ">
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_editions_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.">Modified Education Cloud Full
                  Access permission set</a></p>
            </td>

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

Gift batch default values apply to new and empty rows in the Gift Entry Grid. You can't set defaults for read-only fields, which are indicated by a lock icon when you hover over them.

1. From an unprocessed gift batch, select **Set Batch Defaults** from the drop-down menu.
    
    The Set Batch Defaults grid opens.
2. Fill out the fields in the grid that have values that are common to all of the gifts in the batch.
    
    Fields include: gift received date, amount, payment method, outreach source code, campaign, designations, and soft credits for the gifts.
3. Choose a method to save your changes.
    1. To save the default values without continuing on the gift batch, click **Save and Close**.
    2. To save the default values before continuing on to the gift batch, click **Save and Continue**.