To create quick actions in your Fundraising apps, create Action Launcher deployments.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions |
| Nonprofit Cloud: Enterprise, Unlimited, and Developer Editions |
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
|
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
|---|---|
| To create quick actions: |
Customize Application AND Modify All Data AND Fundraising_Admin permission set group |
For example, create a deployment on the Account object in the Fundraising Operations app that includes these flows.
- Close Gift Commitment
- Manage Gift Commitment Schedules
- Pause | Resume
- Update Recurring Gift Commitment Schedule
-
Upgrade | Downgrade Commitment
- To show the Fundraising Operations Action Launcher, edit the Account record page.
- Save the changes.
- Activate the changes on the Fundraising Operations app.
Now you have buttons on the Action Launcher to start the flows.
Similarly, add flows or other actions to the Action Launcher on any record page and in any Fundraising app.