Loading
Agentforce Education
Sommario
Filtri (0)Aggiungi
Seleziona filtri

          Nessun risultato
          Nessun risultato
          Ecco alcuni suggerimenti per la ricerca

          Controlla l'ortografia delle parole chiave.
          Usa termini di ricerca più generici.
          Seleziona meno filtri per ampliare la tua ricerca.

            Cerca in tutta la Guida di Salesforce
            Cerca in tutta la Guida di Salesforce
            Create Gift Designations in Education

            You are here:

            1. Salesforce Help
            2. Docs
            3. Education Cloud

            Create Gift Designations in Education

            Specify how donors want their donation to be spent. You can identify a gift designation that's used for all unrestricted gifts and set it as the org-wide default before you begin entering gifts in Fundraising.

            Required Editions

            REQUIRED EDITIONS
            Available in: Lightning Experience

            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
            User Permissions Needed  
            To create gift designations:

            Modified Education Cloud Full Access permission set
            1. From the App Launcher (App Launcher), find and select Gift Designations.
            2. Click New.
            3. For Name, enter a name for the designation. For example, enter Earthquake Relief Fund.
            4. To allocate the gift designation when a gift entry is processed, select Active.
              Note
              Note New gift designations are saved as active, even if you don't select Active.
            5. To use the designation for all unrestricted gifts, select Default.

              Keep in mind that processing a high number of records on a designation can cause data skew. To avoid data skew, review the parent-child data skew to determine how often to use a new default designation based on the volume of records you process on the designation.

            6. Save your changes, and create other gift designations as needed.

            SEE ALSO

            Parent-Child Data Skew

             
            Caricamento
            Salesforce Help | Article