Agentforce Nonprofit Feature Configuration35% of the exam
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.
Configure Fundraising Management, including Gift Entry, Gift Commitments, Outreach Source Codes, Soft Credits, and Gift Acknowledgements.
~8 min read · 9 practice questions ·
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
Gift Entry prerequisites
- Detail
- Active org-wide Gift Default designation and person accounts enabled
Donor by gift type
- Detail
- Individual takes a person account; Organizational/Household a business account
First transaction status
- Detail
- Cash or check: Paid; any other method: Pending
Matching window
- Detail
- Installment Extension Day Count in Fundraising Settings; zero is not recommended
Matching fetch limits
- Detail
- Five commitments per donor, 10 transactions per received date
Designations per gift
- Detail
- Up to 50 per gift transaction
Batch size
- Detail
- Up to 50,000 gift entries processed at a time
Dry run
- Detail
- Validates; creates and commits nothing; entries locked while it runs
Process permission
- Detail
- View Developer Name plus FundraisingAccess
Allocation under 100%
- Detail
- Remainder goes to the org-wide designation
Sources for this section (6)
- Create a Gift Entryhelp.salesforce.com (opens in a new tab)
- Gift Transactions Overviewhelp.salesforce.com (opens in a new tab)
- Enable Fundraisinghelp.salesforce.com (opens in a new tab)
- Considerations for Gift Processinghelp.salesforce.com (opens in a new tab)
- Process a Gift Batchhelp.salesforce.com (opens in a new tab)
- Gift Designation Hierarchyhelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Nonprofit Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Agentforce Nonprofit Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
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