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            Create a Gift Batch in Nonprofit

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            1. Salesforce Help
            2. Docs
            3. Nonprofit Cloud

            Create a Gift Batch in Nonprofit

            Quickly add multiple gift entries that use the same set of fields by creating a gift batch and process the collection of gift entries together. Every gift batch has an associated template that defines a set of fields and their display order in a gift entry. Fundraising provides a default template, and you can create customized templates to meet your unique gift entry needs.

            Required Editions

            REQUIRED EDITIONS
            Available in: Lightning Experience

            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            User Permissions Needed  
            To create a gift batch:

            FundraisingAccess permission set
            1. From the App Launcher (App Launcher), find and select Gift Batches.
            2. Click New.
            3. For Screen Template Name, keep the default selection or, if you have custom templates, select the appropriate template.
            4. To perform the validation check during gift batch processing, specify values in Estimated Gift Count and Estimated Batch Value, and then select Total Gift Value Match.
            5. Save your changes.

            After you create a gift batch, add gift entries to the gift batch to process them all at once.

            SEE ALSO

             
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            Salesforce Help | Article