Salesforce Docs Portal

Show Account Relationships on the Donor Profile in Education

To show account relationships on the donor profile, add a graph.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To set up donor profiles:

Customize Application

AND

Modify All Data

AND

Modified Education Cloud Full Access permission set
  1. From Setup, in the Quick Find box, enter Actionable, and then select Actionable Relationship Center.
  2. Click New Relationship Graph.
  3. Under Default Templates, select Fundraising Business Account Relations or Fundraising Person Account Relations.

    You can create only one graph at a time. To create both graphs, repeat these steps.

  4. Click Create Graph.
  5. For Label, enter a name that describes the graph, and click the Developer Name field to auto-populate it.
  6. Save your work