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Go to setup > Process Automation Settings Settings
From the Process Automation Settings, change the “Send Process or Flow Error email to” to Apex Exception Email Recipients and save.
Go to setup > Apex Exception Email and do not set (or remove) any user or emails.
Create Community Page
Go to Setup > All Sites > Select the community site > Builder
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Repeat the same steps for all the pages.
Page Title
Make sure to edit the page title in every page and it depends on the client preference.
Assign flow to the Pages
Open one of the pages that you created. Drag the “ASFundraisingFlow” custom component into the center of the page.
Fill out the flow details.
Note: Flow name should have a prefix of WITFA__flowname
See the list of
flow details link under “ASFundraising Flow” section. Repeat the same steps for all the pages.
Update the CSS
Paste this code.
Security and Privacy
Create the Trusted Sites for Scripts below.
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TRUSTED SITE NAME | TRUSTED SITE URL | STATUS |
Google Pay | Active | |
PayPal | Active | |
jQuery | Active | |
Active | ||
Gstatic | Active | |
PayPal Sandbox | Active |
Public Access
Make all the pages accessible to public. Repeat the same steps for all the 3 pages (Multi Screen, Single Screen and Checkout Page).
Go to Settings > General > Enable “Public can access the site”.
Publish Site
Guest User Profile Permissions
Object Settings
Object Name | Object Permissions |
Gateway Disclaimers | Read |
GAU Selection List | Read |
Campaign Dollar Handles | Read |
GAU Allocations | Read |
Campaigns | Read |
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System Permissions – (this option will not be available soon due to permission changes in guest user profile)
Run Flows
Update Time Zone for Guest User
Update the time zone to Australia or wherever is the client located. Click Assigned Users and Edit.
Click Edit. Set up the correct Time Zone.
Activate Site
Flow Access
Give the Salesforce Admin or other profile access to wit flows. Go to Setup > Profile > System Admin > Object Settings.
Setup CSP Trusted Sites
Go to Setup > CSP Trusted Sites. Make sure that the following trusted sites below are created.
Setup CORS
Go to Setup > CORS. Make sure that the following CORS below are created.
Setup Remote Site Settings
Go to Setup > Remote Site Settings. Make sure that the following remote sites below are created.
Manage Campaign Record Types
These are the available campaign record types depending on the WIT subscription that the client has. Deactivate other record types if not needed.
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Setup Custom Metadata Types
Go to Setup > Custom Metadata Types. Find Web_Page_URL and select “Manage Records”.
Make sure that these metadata are created.
Setup Custom Settings
Go to Setup > Custom Settings > Web Toolkit Settings and click “Manage”.
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Note: If they will use PayPal (Make sure that the PayPal Default Currency has a value of “AUD”).
Generate Encryption
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Key
Go to App Launcher > Web Toolkit Settings > Session > Encryption. Click Generate.
Schedule Generate Encryption
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Key
Go to Developer Console > Debug > Open Execute Anonymous > Windows > Paste the code below and execute. This will run every midnight.
String schedName = 'AS Randomize WIT Encryption Key';
System.schedule(schedName, '0 0 0 ? * * *', new WITFA.ASWITEncryptionKeyRandomizerSchedule());
To check the job. Go to Setup > Scheduled Jobs.
Trigger Handler
Go to App Launcher > Trigger Handler > Create new if doesn’t exist yet.
Product specific settings
ProntoGiving
Setup Campaign Donation Record Types in ProntoGiving Settings
Copy the “Donation Page” record type id in the campaign object. Go to Setup > Object Manager > Campaign > Record Types > Donation Page (WITFA) namespace.
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Edit the Custom Settings. Paste the record type id.
(Optional) If there is an error when uploading a campaign banner
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Content Deliveries and Public Links
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Also, make sure that this permission is enabled in the profile. Setup > Profile Name > System Permissions.
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In the Campaign Lighting Page, ensure that this checkbox is enabled.
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Trigger Handler
Go to App Launcher > Trigger Handler > Create new if doesn’t exist yet.
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ProntoPayments Settings
Go to ProntoPayments Settings
ProntoPayments
Go to ProntoPayments Settings > Settings > Basic. Disable the “Auto Create Payment Transaction” toggle. This feature will be removed soon. (ProntoPayments v2)
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Other Profiles that will use
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WIT
Go to Setup > All Sites > Select Community Site > Administration > Members. Add the custom profile or permission set and save.
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Make sure that it has access to all record types in the Payment Transactions object. Go to Setup > Profiles > Custom Profile Name > Object Settings > Payment Transactions.
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Update BDE Item Record Mapping
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In the table below, the first column is the old mapping, you need to replace it with the second column. See the example.
Old (BDE Item Fields)
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New (BDE Item WIT Fields)
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BDE Item Fields | BDE Item WIT Fields |
Alternate_Email__c | WITFA__Alternate_Email__c |
Do_Not_Contact__c | WITFA__Do_Not_Contact__c |
Email_Opt_Out__c | WITFA__Email_Opt_Out__c |
Home_Phone__c | WITFA__Home_Phone__c |
Mobile__c | WITFA__Mobile__c |
Other_Phone__c | WITFA__Other_Phone__c |
Payment_ID__c | WITFA__Payment_ID__c |
Personal_Email__c | WITFA__Personal_Email__c |
Preferred_Email__c | WITFA__Preferred_Email__c |
Preferred_Phone__c | WITFA__Preferred_Phone__c |
Receipt_Action__c | WITFA__Receipt_Action__c |
Receipt_Template__c | WITFA__Receipt_Template__c |
Receives_Newsletter__c | WITFA__Receives_Newsletter__c |
Work_Email__c | WITFA__Work_Email__c |
Work_Phone__c | WITFA__Work_Phone__c |
| WITFA__Tribute_Type__c |
| WITFA__Notification_Type__c |
| WITFA__Notification_Recipient_Name__c |
| WITFA__Notification_Recipient_Details__c |
| WITFA__Notification_Message__c |
| WITFA__In_Tribute_Of__c |
| WITFA__Anonymous_Gift__c |
| WITFA__Receives_Newsletter__c |
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