Process Fundraising Records Automatically with Batch Management in Nonprofit
Set up Batch Management to streamline your fundraising operations. Batch Management lets
you automate record processing in scheduled flows, so you can manage a high volume of
standard and custom object records efficiently. Create batch jobs and set filter criteria to
select records for processing. Track the progress and status of batch jobs and their
components after execution.
Required Editions
REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and
Developer Editions with Nonprofit Cloud
User Permissions Needed
To set up Batch Management:
Fundraising_Admin permission set group
To automate the processing of records in scheduled flows, set up Batch Management.
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