Process Fundraising Records Automatically with Batch Management in Nonprofit

Set up Batch Management to streamline your fundraising operations. Batch Management lets you automate record processing in scheduled flows, so you can manage a high volume of standard and custom object records efficiently. Create batch jobs and set filter criteria to select records for processing. Track the progress and status of batch jobs and their components after execution.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud

User Permissions Needed  
To set up Batch Management:

Customize Application

AND

Modify All Data

AND

Fundraising_Admin permission set group

To automate the processing of records in scheduled flows, set up Batch Management.