# Gift Entry, gift batches and designations

*Agentforce Nonprofit Consultant Study Guide · Agentforce Nonprofit Feature Configuration · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/agentforce-nonprofit-feature-configuration/gift-entry-gift-batches-and-designations*

How the Gift Entry window records one-time and recurring gifts, which prerequisites it needs, how Installment Extension Day Count matches gifts to commitments, how gift batches are validated, dry run and processed, and how designations split a gift across funds.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Agentforce Nonprofit Feature Configuration
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Configure Fundraising Management, including Gift Entry, Gift Commitments, Outreach Source Codes, Soft Credits, and Gift Acknowledgements.

## What the exam expects

- Configure the prerequisites for Gift Entry in Agentforce Nonprofit (formerly Nonprofit Cloud) Fundraising and set up a gift in the Gift Entry window: gift type, donor, payment method and the status it produces.
- Record a new recurring gift with the period, interval and day fields, and explain how Installment Extension Day Count decides which open commitments a gift can fulfil.
- Create, validate, dry run and process a gift batch, and name the permission that processing needs.
- Allocate a gift across funds with designations and predict what a gift inherits.
- Key terms: **Gift Entry window** (the built-in form for one gift, a new commitment or a batch entry); **gift batch** (entries sharing one template, processed together); **batch dry run** (a simulated run that validates without committing); **gift designation** (a fund that represents a specific purpose for a gift); **org-wide default designation** (the one designation that receives unrestricted amounts).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Gift Entry prerequisites | Active org-wide Gift Default designation and person accounts enabled | [Create a Gift Entry](https://help.salesforce.com/s/articleView?id=sfdo.npc_fr_create_a_gift_entry_parent.htm&language=en_US&type=5) |
| Donor by gift type | Individual takes a person account; Organizational/Household a business account | [Create a Gift Entry](https://help.salesforce.com/s/articleView?id=sfdo.npc_fr_create_a_gift_entry_parent.htm&language=en_US&type=5) |
| First transaction status | Cash or check: Paid; any other method: Pending | [Gift Transactions Overview](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_transactions_overview.htm&language=en_US&type=5) |
| Matching window | Installment Extension Day Count in Fundraising Settings; zero is not recommended | [Enable Fundraising](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enable_fundraising.htm&type=5&language=en_US) |
| Matching fetch limits | Five commitments per donor, 10 transactions per received date | [Create a Gift Entry](https://help.salesforce.com/s/articleView?id=sfdo.npc_fr_create_a_gift_entry_parent.htm&language=en_US&type=5) |
| Designations per gift | Up to 50 per gift transaction | [Create a Gift Entry](https://help.salesforce.com/s/articleView?id=sfdo.npc_fr_create_a_gift_entry_parent.htm&language=en_US&type=5) |
| Batch size | Up to 50,000 gift entries processed at a time | [Considerations for Gift Processing](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_considerations_for_gift_processing.htm&language=en_US&type=5) |
| Dry run | Validates; creates and commits nothing; entries locked while it runs | [Considerations for Gift Processing](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_considerations_for_gift_processing.htm&language=en_US&type=5) |
| Process permission | View Developer Name plus FundraisingAccess | [Process a Gift Batch](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_process_gift_batch.htm&language=en_US&type=5) |
| Allocation under 100% | Remainder goes to the org-wide designation | [Gift Designation Hierarchy](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_designation_hierarchy.htm&type=5&language=en_US) |

## Check yourself

- Why does a new gift designation receive allocations even when nobody selected Active?
- When should the Pause Gift Validations settings be turned off?
- Why might an organization create more than one default designation over time?
- What can't processors do while a batch dry run is running?

## Sources

- [Create a Gift Entry in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.npc_fr_create_a_gift_entry_parent.htm&language=en_US&type=5)
- [Gift Transactions Overview in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_transactions_overview.htm&language=en_US&type=5)
- [Create a Gift Batch in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_create_gift_batch.htm&language=en_US&type=5)
- [Considerations for Gift Processing Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_considerations_for_gift_processing.htm&language=en_US&type=5)
- [Process a Gift Batch in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_process_gift_batch.htm&language=en_US&type=5)
- [Gift Designations in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_manage_designations.htm&type=5&language=en_US)
- [Gift Designation Hierarchy in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_designation_hierarchy.htm&type=5&language=en_US)
- [Create Gift Designations in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_create_org_wide_default_other_gift_designations.htm&type=5&language=en_US)
- [Enable Fundraising in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enable_fundraising.htm&type=5&language=en_US)
- [Schedule a Gift Commitment in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_schedule_gift_commitments.htm&type=5&language=en_US)
- [Pause Gift Validations](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_pause_gift_validations.htm&type=5&language=en_US)
- [Salesforce for Nonprofits (Summer '25 release notes)](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=256&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams