---
schema_version: "1"
id: 7c0f228914da793a091e28923e20cfa4afdafa7eb0bf31f69c04d4d02db58db1
title: Configure Fundraising Rollup and Summary Calculations in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_configure_fundraising_rollup_and_summary_calculations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_configure_fundraising_rollup_and_summary_calculations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 744ba68344bfcb686637903122fd6c39fbd4ceffcfd26644db332140f5c3e2f7
description: Set up Fundraising with Data Processing Engine to calculate Recency, Frequency, Monetary Value (RFM) scores.
products:
  - Nonprofit
release: "264"
---
# Configure Fundraising Rollup and Summary Calculations in Nonprofit

Set up Fundraising with Data Processing Engine to calculate Recency, Frequency, Monetary Value (RFM) scores.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
      <colgroup>
        <col style="width:100%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d7778e39">REQUIRED EDITIONS</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d7778e39 ">Available in: Lightning Experience</td>

        </tr>
        <tr class="">
          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d7778e39 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
              <strong>Developer</strong> Editions with Nonprofit Cloud
            </p>
          </td>

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

- **[Clone Templates for Fundraising Data Rollups and Lists in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_start_configure_new_data_processing_engine.htm&release=264.0.0&type=5)**  
    Create Actionable Lists and Fundraising rollups and summaries with Data Pipelines and Data Processing Engine.
- **[Set Up Automatic Updates For Fundraising Rollups in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_automatic_updates_for_fundraising_rollups.htm&release=264.0.0&type=5)**  
    Use a schedule-triggered flow to automatically receive updates to your fundraising rollup calculations.
- **[Configure RFM Scoring in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_rfm_scoring.htm&release=264.0.0&type=5)**  
    Salesforce Admins can set up RFM scoring in the Fundraising settings. These settings are used by the RFM Score Calculation data processing engine definition to create the scores. You can run this data processing job manually from Settings, but the recommended method is to run the job on a schedule.
- **[Schedule RFM Score Calculation in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_create_schedule_triggered_flow_to_run_dpe_jobs.htm&release=264.0.0&type=5)**  
    Automate the Recency, Frequency, and Monetary Value (RFM) score calculation DPE jobs by creating a flow that runs based on a specified date, time, and frequency.
- **[Check the RFM Score Calculation Process in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_check_the_rfm_score_calculation_process.htm&release=264.0.0&type=5)**  
    Use Monitor Workflow Services to view the statuses of RFM score calculation jobs.