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          Assign Fundraising Permission Sets in Nonprofit

          Assign Fundraising Permission Sets in Nonprofit

          Provide users with the access that they need to use Fundraising features.

          Required Editions

          REQUIRED EDITIONS
          Available in: Lightning Experience

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

          • Assign the Fundraising permission set or permission set groups to the appropriate users. See Fundraising Editions and Permissions
          • Assign the Marketing User permission to the fundraisers who create and manage campaigns.
          • To use an integrated third-party application (for example, a donation platform) that accesses Fundraising objects, assign the Fundraising Access permission set to the API Integration user.
          • To make all fields across the objects readable by all users, set the organization-wide sharing settings default for Fundraising objects to Public Read Only, or for greater access, Public Read/Write.
           
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          Salesforce Help | Article