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The Posi Giving Baseline refers to the install and full configuration of the Posi Giving packages, providing a minimum setup for all client projects. Please note there will be additional configurations required which are unique to each client; for example customising an email template. Due to the complex nature of some features and functionality within the Salesforce environment, we recommend clients seek assistance from our Salesforce Partner, AlphaSys to ensure the install and configuration is done correctly.
Installing the packages
When you have created your new org environment, install the /wiki/spaces/TPDM/pages/6359685 required for Posi Giving as follows:
Check the /wiki/spaces/TPDM/pages/6359396 page for the latest package versions
Click on the link to open the release notes
Copy the URL and append it to your primary domain name in the browser address bar as follows:
Press Enter and it will load an installation screen, similar to the one in the image
Follow the instructions through until you have successfully installed all packages. These steps can also be used when upgrading a package version.
Configuring the baseline
The following steps relate to the initial setup of the Posi Giving environment (Version 2), otherwise known as post-configuration.
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Go to the App Launcher and type ‘ProntoGiving Settings’.
Donation
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Recurring Donations
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Schedule Process
Review which batch they would like to run.
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ProntoPlus
Deliverability (Go - go to Setup | Email | Deliverability)
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Process Automation Settings (Go to Setup | Process Automation | Process Automation Settings) . > Enable record locking and unlocking in Apex.
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Remote Sites Setup
Switch to classic environment.
Go to ProntoPlus Settings and copy the highlighted link below. (Note: Every org has a different URL).
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the primary domain address from the browser bar, for example: https://companyname.visualforce.com.
Go to Setup | Security | Remote Site Settings. Add a new site or double check if already existed. If not, create a new one and copy the link in the url above.
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Reschedule Batches
Go to ProntoPlus Settings | Schedule Processes. Please make sure to reschedule the two batches below.
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Send receipts: 10
Generate receipts: 0
Receipt Settings
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Navigate to ProntoPlus Settings | Receipting | Settings
Review the receipt settings and make sure that the required fields have value.
Sample:
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Consolidated Statement Settings
Navigate to ProntoPlus Settings | Consolidated Statement | Settings
Review the consolidated statement settings and make sure that the required fields have value. Sample:
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Opportunity Criteria
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Navigate to ProntoPlus Settings | Consolidated Statement |Opportunity Criteria.
Receipt Template (PPLUS)
Navigate to App Launcher | Receipt Template (PPlus)
Create a default template for receipt and ats.
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Receipt
Click New. Select Receipt record type. For the template, search “Default Template”.
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Click Save.
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Add Active field in the record page layout. Please see screenshot below.
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And Receipt related list view
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ATS
Repeat the same steps for ATS and select the ATS record type. For the template, search “Annual Tax Statement per Donation”.
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