To prepare your org for Fundraising, assign permission sets, enable person accounts, and turn on and set up Fundraising.
Required Editions
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
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Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
- Assign Fundraising Permission Sets in Nonprofit
Provide users with the access that they need to use Fundraising features. - Enable Person Accounts for Fundraising in Nonprofit
Set up person accounts to manage Fundraising users. - Enable Features that Enhance Fundraising in Nonprofit
Set up the components and tools that give you deeper insight into your Fundraising data and provide robust automation around Fundraising processes. - Enable Fundraising in Nonprofit
To use Fundraising in your org, turn on Fundraising. - Automatically Generate and Maintain Household Names and Greetings in Nonprofit
Keep household account names and greetings accurate and professional as family dynamics change. Define formula-based patterns, and automatically recalculate household names whenever you add, remove, or update members. Household Naming listens for changes to household membership and member details, then recalculates names in real time.