Add Tax Receipts to Experience Cloud Donor Portal

This guide provides step-by-step instructions on how to add tax receipts to the Experience Cloud on Salesforce. Following this guide will ensure that donors can view their own tax receipts in the Experience Cloud. It is highly recommended that you follow the steps in the Alert below before progressing with the rest of the instructions.

Lynda En
9 steps
24 seconds

Cascadiareceipting

Alerts

**Do you have access to the Experience Cloud Donor Portal Component?**\ This is available as an add-on. Please contact us if you would like this functionality.

Please ensure that you have set up the [proper Permissions for your donor portal](https://help.cascadiareceipting.com/kb_articles/allow-donors-to-permissions-to-see-their-own-tax-receipts-on-salesforce-experience-cloud/) before attempting to add Tax Receipts to the Experience Cloud on Salesforce.

[Create a Tax Receipt Page Layout](https://help.salesforce.com/s/articleView?id=sf.customize_layoutcreate.htm&type=5) and [assign it to your donors' Community or Partner Profile](https://help.salesforce.com/s/articleView?id=sf.layouts_assigning.htm&type=5). Make sure not to expose any information you don't want them to see. Take into consideration any Lookup fields on the Page Layout.

[Create a List View](https://help.salesforce.com/s/articleView?id=sfdo.SFDO_Create_List_Views.htm&type=5) for your donors, and make sure there are no Lookup fields on the List View.

Set Up Tax Receipt Object Page

Setup > Quick Find > Digital Experiences > All Sites

Click "Builder"

Go to the Pages Gear icon and select "Add New Page"

Select "Object Pages" for Tax Receipt

Go to Tax Receipt Detail, then go to the Components and search for "getReceiptPDF"

Drag the getReceiptPDF component to the top of the Tax Receipt Details Page

Enter {!recordId} for record ID

Adding Tax Receipt List for Donors

Go to Components > Search Record List. Drag Record List to the area you want it to be displayed, then click on the Record List

Layout: Standard\ Object Name: Tax Receipt Configure the rest of the list however you like.