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Agentforce Nonprofit
Fundraising Invocable Actions in Nonprofit

Fundraising Invocable Actions in Nonprofit

Learn about the object-level access that's required for using invocable actions in Fundraising.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience

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

Close a gift commitment
Object Read Create Update
Gift Commitment Yes No Yes
Gift Transaction Yes No Yes
Create and manage gift default designations for a gift entry
Object Read Create Update
Gift Commitment Yes No No
Gift Designation Yes No No
Gift Default Designation Yes Yes Yes
Create and manage gift transaction designations for a gift transaction
Object Read Create Update
Gift Designation Yes No No
Gift Transaction Yes No No
Gift Transaction Designation Yes Yes Yes
Create or update custom gift commitment schedules
Object Read Create Update
Account Yes No No
Gift Commitment Yes No Yes
Gift Commitment Schedule Yes Yes Yes
Gift Transaction Yes Yes No
Gift Transaction Designation Yes No No
Create or update a recurring gift commitment schedule
Object Read Create Update
Gift Commitment Yes No Yes
Gift Commitment Schedule Yes Yes Yes
Gift Transaction Yes Yes No
Gift Transaction Designation Yes No No
Manage Fundraising DPE Definitions
Object Read Create Upate
DonorGiftSummary Yes Yes Yes
GiftDesignation Yes Yes Yes
OutreachSummary Yes Yes Yes
Pause a gift commitment schedule for a specified period of time
Object Read Create Update
Gift Commitment Yes No Yes
Gift Commitment Schedule Yes Yes Yes
Gift Transaction Yes Yes No
Gift Transaction Designation Yes No No
Process a gift commitment
Object Read Create Update
Account Yes No No
Gift Commitment Yes No Yes
Gift Commitment Schedule Yes No No
Gift Transaction Yes Yes No
Gift Transaction Designation Yes Yes No
Process a single or a batch of gift entries
Object Read Create Update
Account Yes Yes Yes
Gift Designation Yes No No
Gift Soft Credit Yes Yes Yes
Gift Transaction Yes Yes Yes
Gift Transaction Designation Yes Yes Yes
Resume a gift commitment schedule
Object Read Create Update
Gift Commitment Yes No Yes
Gift Commitment Schedule Yes Yes Yes
Gift Transaction Yes Yes No
Gift Transaction Designation Yes No No
Update the status of a processed gift entry
Object Read Create Update
Account Yes No No
Gift Entry Yes Yes Yes
Gift Transaction Yes No No
 
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