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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 Setup | Organization-Wide Email Address. This is the sender’s org email address when receipt or ats is sent.
ProntoEngage
See the ProntoEngage config guide for further information.
NPSP Settings
Account Rollups – Optional
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Optional
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Create the Last Failed Opportunity custom lookup field (not required) in the Recurring Donation object
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Create the customizable customisable rollup. In NPSP Settings > Donations > Customizable Customisable Rollups, click on Configure Customizable Customisable Rollups button.
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Donations | GAU Allocations.
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Enable ‘Default Allocations Enabled' and for Default General Accounting Unit, select ‘Where needed most’.
Donations | Campaign Members.
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Contact Object
Rename Email Opt Out field to Do Not Email.
Enable ‘Automatic campaign member management’.
Contact Object
Go to Setup | Rename Tabs and Labels. Select Contact and click Edit.
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Click Next.
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Rename Rename Email Opt Out field to Do Not Email
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Email.
Process Builder
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> convert to flow
Activate Do Not Contact process builder if they will use. client is using it.
Path Settings
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Navigate to Setup | Path Settings. Enable Path Settings. Enable Remember user’s Path Preferences.
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Campaign Defaults
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Assign Receipt Template to Campaign
Assign GAUs to Campaign.
Non-enhanced RD
Once-Off Quick Donate Field Set. Navigate to Setup | Object Manager | Opportunity | Field Sets | QD Once-Off Donation
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Recurring Donation Quick Donate Field Set. Navigate to Setup | Object Manager | Recurring Donation | Field Sets | QD Recurring Donation
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BDE Templates Legacy - link
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