- In the Lightning Experience, select Batches.
- Click the name of the batch in which you want to enter donations.
- In the upper-right, click the down-arrow and select Enter Gifts.
- Double-click or click the Edit icon in each field, then fill in the required information:
What is fileupload in Salesforce Lightning?
A file uploader for uploading and attaching files to records. A lightning:fileUpload component provides an easy and integrated way for users to upload multiple files. The file uploader includes drag-and-drop functionality and filtering by file types.
How do I upload multiple files in Lightning?
A lightning:fileUpload component provides an easy and integrated way for users to upload multiple files. The file uploader includes drag-and-drop functionality and filtering by file types. This component inherits styling from file selector in the Lightning Design System.
How do I create a custom field in Lightning-file-upload?
The API name of the custom field must end with fileupload__c. For example, you can use the API name Guest_Record_fileupload__c for the custom field. Specify the file-field-name and file-field-value attributes in lightning-file-upload to store a value in the custom field in the ContentVersion object.
How many files can I upload at once in Salesforce?
By default, you can upload up to 10 files simultaneously unless your Salesforce admin has changed that limit. The org limit for the number of files simultaneously uploaded is a maximum of 25 files and a minimum of 1 file.
How do I enable batch gift in Salesforce?
0:333:07Nonprofit Salesforce How-To-Series: NPSP Create Gift Entry BatchesYouTubeStart of suggested clipEnd of suggested clipWe click the new batch. Button select the template that applies to this batch of gifs or the defaultMoreWe click the new batch. Button select the template that applies to this batch of gifs or the default template. And click next templates allow us to save default values for gift entry we do regularly.
What is Batch gift entry Salesforce?
Gift Entry allows users to enter batch and single gifts in a way that is accurate, fast, and flexible. Gift Entry uses the NPSP Data Importer and Advanced Mapping to record constituent and donation data into the appropriate NPSP and standard Salesforce objects.
What is batch in Npsp?
NPSP allows you to set up a custom batch number format and automatically attach the Batch Number to: Payments, upon creation or when marked as Paid. Opportunities, upon creation.
How do I import donations into Salesforce?
Navigate to the Donations tab and click Tools - Import/update. Use the CSV file saved in Phase 2 as input, and map the donation-specific columns to fields in the Donation object. You will need to create an Organization Name field, which is likely the first and last name of the contact.
How to upload files using lightning?
To upload files using lightning-file-upload, you can: Select a file on your system by clicking the button to open the system's file browser. Drag a file from your system into the file selector dropzone. To associate an uploaded file to a record, specify the record-id attribute. Uploaded files are available in Files Home under ...
How to upload multiple files in a file?
A lightning-file-upload component provides an easy and integrated way for users to upload multiple files. You can configure the file uploader to accept specific file types, and the file types are filtered in the user's file browser. To upload files using lightning-file-upload, you can: 1 Select a file on your system by clicking the button to open the system's file browser 2 Drag a file from your system into the file selector dropzone
What is lightning file upload?
A lightning-file-upload component provides an easy and integrated way for users to upload multiple files. You can configure the file uploader to accept specific file types, and the file types are filtered in the user's file browser. To upload files using lightning-file-upload, you can:
Can you restrict file formats in Salesforce?
Although all file formats that are supported by Salesforce are allowed, you can restrict the file formats using the accept attribute. The button label is "Upload Files" by default. Use the label attribute to add a descriptive label above the Upload Files button. This example creates a file uploader that allows multiple PDF ...
Can guest users upload files?
To enable guest users to upload files, enable the org preference Allow site guest users to upload files. However, even if you enable this setting, guest users can’t upload files to a record unless guest user sharing rules are in place.
Can you omit record ID?
However, if you provide the record-id, file-field-name and file-field-value attributes, the record ID is ignored if the uploading user is a guest user.