---
schema_version: "1"
id: f8de47d8c168647b11064449bc2ad44b8ddc2cc73d9e411c92081a9e60642d3b
title: Set Up Automatic Updates For Fundraising Rollups in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_set_up_automatic_updates_for_fundraising_rollups.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_automatic_updates_for_fundraising_rollups.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7f444760bedd75ddab6cb4300cfa5fa6ca6faab98bf6ee53132493a2bfacfb1f
description: Use a schedule-triggered flow to automatically receive updates to your fundraising rollup calculations.
products:
  - Nonprofit
release: "264"
---
# Set Up Automatic Updates For Fundraising Rollups in Nonprofit

Use a schedule-triggered flow to automatically receive updates to your fundraising rollup calculations.

### 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="d35086e42">REQUIRED EDITIONS</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d35086e42 ">Available in: Lightning Experience</td>

          </tr>
          <tr class="">
            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d35086e42 ">
              <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> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d35086e87">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d35086e90">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35086e87 ">To configure automatic updates for Fundraising rollups:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d35086e90 ">
              <p>Customize Application</p>
              <p>AND</p>
              <p>Modify All Data</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Fundraising_Admin permission set group</p>
            </td>

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

Prerequisites:

- [Enable person accounts](https://help.salesforce.com/s/articleView?id=sales.account_person_enable.htm&language=en_US).
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/images/icon_note.png)
    
    Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in [NPSP FAQ](https://help.salesforce.com/s/articleView?id=sfdo.npsp_faq.htm&language=en_US).
- [Enable Data Pipelines](https://help.salesforce.com/s/articleView?id=xcloud.sdp_setup_enable.htm&language=en_US).
- [Set up a Data Processing Engine](https://help.salesforce.com/s/articleView?id=ind.dpe_setup.htm&language=en_US).
- Make sure that the DonorGiftSummary, GiftDesignation, and OutreachSummary definitions are available in the Data Processing Engine Definitions table.
- Make sure that users have access to the objects and fields that are used in the DPE definitions.

1. From Setup, in the Quick Find box, enter Flows, and then under Process Automation, select **Flows**.
2. Click **New Flow**.
3. Select **Schedule-Triggered Flow**.
4. Set the schedule to run the flow.
5. Add an action element.
6. Search for and select the **Manage Fundraising DPE Definitions** invocable action.
7. Enter Automatic Rollup Updates or your preferred label as the action.
8. Create resources for the date input values.
    1. From Toolbox Manager, click **New Resource**.
    2. Select **Formula** as the resource type.
    3. Enter an API name that describes the current calendar year formula.
        
        For example, enter CURRENTCALENDARYEAR as the formula for the current calendar year.
    4. Select **Date** as the data type.
    5. Enter this formula: DATE(YEAR({!$Flow.CurrentDate}),1,1).
    6. Similarly, create formula resources for the Last Calendar Year by using the formula DATE(YEAR({!$Flow.CurrentDate})-1, 1, 1), and Last Two Calendar Year by using the formula DATE(YEAR({!$Flow.CurrentDate})-2, 1, 1).
9. Add the three formulas that you created to the corresponding input date fields.
10. For each of the three DPE definitions, select **True** to include the definition in the action, or select **False** to exclude it from the action.
11. Add a fault path to the action element.
    
    To receive an email in case of an action fail, add a [send email action](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_sendemail.htm&language=en_US) that's triggered by the fault path.
12. Add a Batch Job Loop element after the action element.
    1. Add a loop element.
    2. Enter a name for the element in the Label field.
        
        For example, enter Batch Job Loop.
    3. Search for and select **Output from Manage Fundraising DPE Definition** as the collection variable, and then click **Batch Job IDs List**.
13. Inside the loop, add a Wait for Conditions logic element and name it Wait For Batch Job To Complete.
14. Add a Wait Configuration labeled Batch Job Complete.
    1. Add the All Conditions Are Met (AND) wait condition.
    2. Select **Current Item from Loop Batch Job Loop** as the wait condition resource.
    3. Select **Does Not Equal** as the operator.
    4. Select **Blank Value (Empty String)** as the value.
    5. On the Resume Event tab, select **Wait Until A Platform Event Message is Received**.
    6. Select **Batch Job Status Changed Event** as the platform event.
    7. Select **All Conditions Are Met (AND)** as the condition requirement.
    8. Select **Batch Job** as the field and **Current Item from Loop Batch\_Job** as the value.
15. Add another Wait Configuration labeled Time Out After A Day.
    1. Add the All Conditions Are Met (AND) wait condition.
    2. Select **Current Item from Loop Batch Job Loop** as the wait condition resource.
    3. Select **Does Not Equal** as the operator.
    4. Select **Blank Value (Empty String)** as the value.
    5. On the Resume Event tab, select **Wait Until A Specified Time**.
    6. Set the date and time to wait for this event to be completed.
        
        For example: for a flow that's scheduled to run daily, select **Running Flow Interview**, and then **Interview Start Time** as the base time, **24** as the offset number, and **Hours** as the offset unit.
        
        Note: Don't wait more than 24 hours on a flow scheduled to run daily.
    7. Leave the default path as is.
16. Save your changes.
17. Give the flow a label and an API name, and save the changes.
18. Click **Activate**.

The Fundraising rollup calculations are updated automatically based on the schedule that you set in the flow. After the schedule-triggered flow runs, you can see the job progress in the table of recent batch jobs in Batch Jobs in Salesforce.