--- schema_version: "1" id: c3adb09bae5fc6b9de15576999a876250d0b028cadc7ab9ae3e0e3a0c5678cb3 title: Set Up and Install Fundraising Intelligence 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_fundraising_intelligence.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_fundraising_intelligence.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8defb66a95f42d823eef0255be42db9fd81bf2d297e4a37d8b007b03bcaa2879 description: Set up Fundraising Intelligence to access dashboards and analytics. To set up Fundraising Intelligence, you need to create and map Data 360 assets and ingest Data 360 data. products: - Nonprofit release: "264" --- # Set Up and Install Fundraising Intelligence in Nonprofit Set up Fundraising Intelligence to access dashboards and analytics. To set up Fundraising Intelligence, you need to create and map Data 360 assets and ingest Data 360 data. | REQUIRED EDITIONS | | --- | | Available in: Lightning Experience | | Available with: Nonprofit Cloud or Nonprofit Cloud for Grantmaking in **Enterprise**, **Performance**, and **Unlimited** Editions |
User Permissions Needed  
To view the setup page for Fundraising Intelligence:
  • User is System Admin
  • Fundraising Admin Permission Set
![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 The Analytics Apps and Template functionality included as a part of Tableau Next is available in English only. ## Launch the Guided Setup Use the Fundraising Intelligence guided setup to guide your configuration of Data 360, Tableau Next, and Fundraising Intelligence. - From Setup, in the Quick Find box, enter Fundraising Intelligence, and then select **Fundraising Intelligence**. - As you progress through the setup steps, refresh the page to view the completed steps. Completed steps are marked with a green check mark. ## Configure Access to Fundraising Intelligence in Nonprofit Assign permissions to view and manage Fundraising Intelligence. 1. Expand **Configure Access to Fundraising Intelligence**. 2. To assign the Fundraising Intelligence Admin permission set to authorized admins, click **Assign Admin Permissions**. The Permission Sets page opens where you can assign the Data Cloud Admin and Fundraising Intelligence Admin permission sets to the admin user. 3. To assign the Fundraising Intelligence User permission set to Fundraising users, click **Assign View Permission**. The Permission Sets page opens where you can assign the Data Cloud User, Fundraising Intelligence User and the Tableau Next Limited Consumer or Tableau Next Included App Business User permission sets to the users who need view-only access. ## Set Up Data 360 for Fundraising Intelligence in Nonprofit Connect your Salesforce org to Data 360 to access and analyze your fundraising data. ![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 Before you set up Data 360, ensure that: - Current user is system admin - Fundraising is enabled in your Salesforce org - User has Data 360 Architect access 1. Expand **Set Up Data Cloud Prerequisites**. 2. Read and accept the disclaimer about the different privacy and security protections followed by Tableau Next services. 3. To enable Data 360, click **Configure**, make sure “SSOT Package” is set to “Install”, then click **Get Started**. Your current org automatically connects to Data 360. 4. To connect a different org to Data 360, in the Connect to Data 360 step, click **Connect**. The Data 360 Salesforce CRM Configuration page opens, where you can connect additional orgs. 5. If you previously configured Data 360 without the single source of truth (SSOT) package, in the Install the Single Source of Truth Package step, click **Install**. 6. To provide Data 360 users access to Fundraising Intelligence, click **Configure Data Cloud Access**. This action gives Data 360 users read and view access to Fundraising objects and fields, and assigns the Fundraising user permission set to the integration user. This access is not Create, Read, Update, Delete (CRUD) compliant. Users with access to Fundraising Intelligence are able to see all metrics on the dashboards, including those coming from objects or fields they don't have read access to. 7. To create Fundraising data streams, click **Create Data Streams**. The Data Stream page opens. 8. Create the data streams. 1. On the Data Streams tab, click **New**. 2. Select **Salesforce CRM** and click **Next**. 3. Make sure that Data Bundles is selected. 4. Under Standard Data Bundles, click **Fundraising Data Bundle**, and click **Next**. By default, All Fundraising Data Bundle objects are selected. 5. Click **Next**. 6. Make sure that the data space where you want to install Fundraising Intelligence is selected, and click **Next**. 7. On the Data Stream Bundle Configuration Details page, click **Deploy**. The data streams appear in the Data Streams tab. 9. To make sure that all of the data streams have ingested the data, on each data stream page, click **Refresh Now**. Make sure that each data stream shows the Success for Last Run Status confirmation. After the initial run of the data streams, the Salesforce CRM connector conducts full and incremental refreshes on a set schedule, requiring no action from you. SEE ALSO: - [Plan Your Data 360 Data Strategy](https://help.salesforce.com/s/articleView?id=data.c360_a_plan_data_strategy.htm&language=en_US) - [Connect Data](https://help.salesforce.com/s/articleView?id=data.c360_a_data_ingestion.htm&language=en_US) - [Data Stream Schedule in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_data_stream_schedule.htm&language=en_US) ## Install Fundraising Intelligence in Nonprofit After your Nonprofit Cloud data is ingested into Data 360, you’re ready to install Fundraising Intelligence. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/images/icon_important.png) Important Before you install Fundraising Intelligence, to make sure that all the data streams have ingested the data, on each data stream page, click **Refresh Now**. Wait until each data stream shows Success for Last Run Status. After the initial run of the data streams, the Salesforce CRM connector conducts full and incremental refreshes on a set schedule, requiring no action from you. 1. Expand **Set Up Fundraising Intelligence**. 2. To begin installation, click **Install**. If you have multiple data spaces, select the same one where you deployed Fundraising Data Streams. Installation can take up to 10 minutes to complete. If your installation fails, refresh the page. If a “Fundraising Intelligence” tab is visible, delete the App, then try the installation again after all the data streams have successfully ingested data. SEE ALSO: - [Embed Fundraising Intelligence Dashboards](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_embed_fundraising_intelligence_dashboards.htm&release=264.0.0&type=5 "Enhance user visibility into the Fundraising Analytics App by embedding its dashboards in Lightning Experience pages. The dashboards are automatically embedded in homepages when the app is installed. If your homepages have been customized, manually add the Fundraising Analytics Dashboard component by using the Lightning App Builder.") - [Fundraising Intelligence Dashboards](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_fundraising_intelligence_dashboards.htm&release=264.0.0&type=5 "Maximize fundraising effectiveness with the Fundraising Intelligence dashboards. These dashboards provide detailed donor metrics, campaign analytics, and organizational health data. Use these insights to enhance donor engagement and optimize campaign strategies, directly improving fundraising outcomes.")