Give your agent the access to manage gift commitments by setting the object and field permissions for your cloned FundraisingExperienceCloud permission set.
Required Editions
| Available in: Lightning Experience |
| Available with: Enterprise, Unlimited and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on license, where Fundraising is enabled. Requires each user to have the Agentforce or Einstein add-on to access the actions. |
| User Permissions Needed | |
|---|---|
| To assign permission sets and set field-level security: | FundraisingAccess permission set |
| To set up and use an AI agent for Nonprofit Cloud: |
Manage Agentforce Employee Agents AND Manage AI Agents |
| To use the Donor Support Agent in Experience Cloud: |
FundraisingExperienceCloud AND Manage Donations with Agentforce in Experience Cloud |
Before you set access to the objects and fields, clone the FundraisingExperienceCloud permission set for your donors to use the agent in your Experience Cloud site.
To use the Donor Support Agent in Experience Cloud, provide your cloned FundraisingExperienceCloud permission set with the specified access to these objects and fields.
| Object | Permissions |
|---|---|
| Gift Commitment | Read, Create, Edit, Delete, and View All Fields object permissions |
| Gift Commitment Change Attribution Log | Read, Create, Delete object permissions |
| Gift Commitment Schedule | Read, Create, Edit, Delete, and View All Fields object permissions |
| Gift Soft Credit | Read, Create, Edit, Delete, and View All Fields object permissions |
| Gift Transaction | Read, Create, Edit, Delete, and View All Fields object permissions |
| Gift Transaction Designation | Read, Create, Edit, Delete, and View All Fields object permissions |
| Payment Instrument | Read, Create, Edit, Delete, and View All Fields object permissions |
| Object | Field | Permissions |
|---|---|---|
| Gift Commitment Change Attribution Log | All fields | Edit Access field permissions |
| Gift Commitment | Current Gift Commitment Schedule | Edit Access field permissions |
| Donor | Edit Access field permissions | |
| Effective Start Date | Edit Access field permissions | |
| Effective Transaction Interval | Edit Access field permissions | |
| Effective Transaction Period | Edit Access field permissions | |
| Expected End Date | Edit Access field permissions | |
| Expected Total Commitment Amount | Edit Access field permissions | |
| Name | Edit Access field permissions | |
| Next Transaction Amount | Edit Access field permissions | |
| Next Transaction Date | Edit Access field permissions | |
| Status | Edit Access field permissions | |
| Total Commitment Schedule Amount | Edit Access field permissions | |
| Total Current Month | Edit Access field permissions | |
| Total Current Quarter | Edit Access field permissions | |
| Total Current Year | Edit Access field permissions | |
| Total Next Year | Edit Access field permissions | |
| Gift Commitment Schedule | Campaign | Edit Access field permissions |
| Commitment Update Reason | Edit Access field permissions | |
| End Date | Edit Access field permissions | |
| Gift Commitment | Edit Access field permissions | |
| Gift Commitment Name | Edit Access field permissions | |
| Gift Commitment Schedule Before Edit | Edit Access field permissions | |
| Gift Commitment Status | Edit Access field permissions | |
| Outreach Source Code | Edit Access field permissions | |
| Payment Instrument | Edit Access field permissions | |
| Payment Method | Edit Access field permissions | |
| Total Schedule Amount | Edit Access field permissions | |
| Transaction Amount | Edit Access field permissions | |
| Transaction Day | Edit Access field permissions | |
| Transaction Interval | Edit Access field permissions |