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.
Required Editions
| REQUIRED EDITIONS |
| Available in: Lightning Experience |
|
Available in: Enterprise, Unlimited, and
Developer Editions with Nonprofit Cloud
|
| User Permissions Needed |
|
| To map objects from Fundraising to Data Cloud: |
Customize Application
AND
Modify All Data
AND
Fundraising_Admin permission set group
|
- Complete the Data Cloud Checklist and Considerations to Get Started Using Data Cloud.
- Use Data Cloud Setup to configure Data Cloud features for your org.
- Set up the Salesforce CRM connection between Data Cloud and Salesforce.
- Install Data Kit for Salesforce.
- Create and deploy a Salesforce CRM data stream.
After you map objects to Data Cloud, you can use Data Cloud to segment the audience of your campaigns.
