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          Process Fundraising Records Automatically with Batch Management in Nonprofit

          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.

           
          Indlæser
          Salesforce Help | Article