Enable Fundraising, configure user profiles, users, and permissions, and set up key features and automation so users can get started using Fundraising.
Required Editions
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
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Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
- Fundraising Prerequisites in Education
To prepare your org for Fundraising, assign permission sets, enable person accounts, and turn on and set up Fundraising. - Configure Fundraising Rollup and Summary Calculations in Education
Set up Fundraising with Data Processing Engine to calculate Recency, Frequency, Monetary Value (RFM) scores. - Keep Your Accounting System Accurate in Education
Accounting Subledger consolidates data between Salesforce CRM and your accounting system to help you manage your accounting. Using Accounting Subledger (included with Fundraising) helps you track your Fundraising accounting in your accounting system. - Access Data from Different Sources and Segment Campaign Audiences in Education
Donor and partner data can come from all kinds of sources and can be stored in multiple places. To access data from different sources in your Salesforce org, map objects from Fundraising to Data Cloud by using a data kit. - Process Fundraising Records Automatically with Batch Management in Education
Set up Batch Management to streamline your fundraising operations. Batch Management lets you automate record processing in scheduled flows, so you can manage a high volume of standard and custom object records efficiently. Create batch jobs and set filter criteria to select records for processing. Track the progress and status of batch jobs and their components after execution. - Schedule a Gift Commitment Batch Processing Job in Education
Enter large volumes of gift commitments at one time to improve efficiency and data accuracy. Run batch jobs with a flow to update commitment records based on transactions, schedules, and other parameters. - Set Up Donor Briefs in Education
Automatically generate a donor brief for a board meeting or major donor solicitation by using customized templates and add the Create Donor Brief button to page layouts for quick access. - Set Up Gift Acknowledgments and Tax Receipts in Education
Help your users quickly and easily create gift acknowledgments and tax receipts for donors. You can create these individually or in batches. - 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.