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Enable Fundraising in Nonprofit
To use Fundraising in your org, turn on Fundraising.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
|---|---|
| To enable Fundraising: | Fundraising_Admin permission set group OR Education Cloud Full Access |
- From Setup, in the Quick Find box, enter Fundraising, and then select Fundraising Settings.
- Turn on Fundraising.
Configure Fundraising Settings in Nonprofit
After you turn on Fundraising, configure general Fundraising settings for extension day and transaction counts, gift entry, and donor matching.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
|---|---|
| To configure Fundraising settings: | Fundraising_Admin permission set group OR |
- In Setup, search for Fundraising, and select Fundraising Settings.
-
In Installment Extension Day Count, specify the number of days before or after which an
unpaid transaction for a gift commitment is marked as another installment in the commitment
schedule.
An unpaid transaction within this grace period is considered a gift transaction.
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In Lapsed Unpaid Transaction Count, specify the number of sequentially unpaid installments
that changes the gift commitment status to Failing.
If the Unpaid Transaction Count is set to zero, then the status doesn't update.
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In Failing Transaction Count, specify the number of sequentially failed installments that
changes the gift commitment status to Failing.
If the Failing Transaction Count is set to zero, then the status doesn't update.
- To autocreate the next transaction in a recurring schedule, select Create Recurring Schedule Transaction.
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To close a recurring commitment when it has no ongoing or future schedule and no unpaid
transactions, select Auto Close Recurring Commitment.
The gift commitment auto-closes when the start date and end date on the schedule has passed.
- To use enhanced concurrent gift commitment processing, turn on NextGen Commitment Processing.
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To set a field to use as the external ID for donor lookup during gift entry, select the
custom field from the External ID picklist.
By default, the donor name is used for the lookup. When a unique external ID is set to match to the correct existing account (on the Account object), donor lookup is performed on the external ID and donor name.
- To turn on donor matching for the Business Process API, in the Donor Matching Method list, select Duplicate Management Rules.
- For a flexible table format for gift entry, in Setup, search for Fundraising, select Gift Entry, and turn on Gift Entry Grid.
- Save your changes.
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