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Security and Permissions for Nonprofit Cloud
Learn about the permission sets included in Nonprofit Cloud and how to assign them to users.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Developer Editions with Nonprofit Cloud. |
Assign permission sets to a single user or to multiple users. See Manage Permission Set Assignments.
To give your users additional or fewer permissions, create a custom permission set for your org-specific permissions. Then, add your custom permission set to a permission set group that also includes the appropriate managed permission set. Use permission set groups in this way to ensure that your users always get access to new Nonprofit Cloud permissions and helps you add or remove specific permissions based on your users' needs. Learn more in Permission Set Groups.
Nonprofit Cloud includes managed permission sets for various Nonprofit Cloud features. Learn more about the features and assign the appropriate permissions for your users.
- Fundraising
- To use Fundraising features, assign Fundraising permission set groups to users. See Fundraising Editions and Permissions.
- Program Management
- To use Program Management, assign a Program Management permission set to users. See Program Management Editions and Permissions.
- Case Management
- To use Case Management, assign related permission sets to users. See Care Plans Editions and Permissions, Case Referral Editions and Permissions, and Complaint Management and Incident Tracking Editions and Permissions.
- Outcome Management
- To use Outcome Management, assign the Outcome Management permission set to users. See Outcome Management Editions and Permissions.
- Grantmaking
- If you have Nonprofit Cloud for Grantmaking, assign the Grantmaking permission sets to users. See Grantmaking Editions and Permissions.
- Accounting Subledger
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Accounting Subledger consolidates data between Salesforce and your accounting system to help you manage your accounting department. This consolidation helps you understand how and where funds are received, paid, and allocated.
- Action Plans
- Action plans define the tasks and other items needed to complete a business process. Each task includes a priority, a person assigned to it, and information on when they need to complete it. Create action plans templates to capture repeatable tasks.
- Actionable Segmentation
- Segment similar stakeholder profiles, curate them, and design timely and personalized stakeholder outreach programs with Actionable Segmentation. Actionable list definitions and actionable lists are the key elements of the Actionable Segmentation feature.
- ARC Access
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Actionable Relationship Center (ARC) helps users understand relationships among people and businesses by presenting them in a convenient and interactive display component.
- Business Milestones and Life Events Access
- The Business Milestones and Life Events shows life events for a person account and business milestones for a business account. Create event types and milestone types, activate or deactivate them, and make them unique.
- Data Pipelines Base User
- Data Processing Engine helps you transform data that's available in your Salesforce org and use the results to create or update records. Transform the data for standard and custom objects, and Analytics data sets by using Data Processing Engine definitions.
- Dynamic Assessment Access
- Provides internal users with access to Dynamic Assessment features and objects.
- Group Membership
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Enables Household and Group features in the org.
- Industries Service Excellence
- The Industries Service Excellence permission set give users access to Record Alerts, Identify verification, and Engagement objects.
- Interaction Summary
- Caseworkers and other users use interaction summaries to take detailed notes.
- OmniStudio User
- Assign this permission set to users who run OmniScripts, OmniStudio DataMappers, Integration Procedures, and FlexCards. For example, in Case Management, with this permission set, users can create benefit schedules, view upcoming sessions, and view aggregated data after running DPE jobs.
- Query for Datapipelines User
- This permission set allows users to create new segments in actionable segmentation.
