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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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Once-Off Quick Donate Field Set. Navigate to Setup | Object Manager | Opportunity | Field Sets | QD Quick Donate | Once-Off Donation Donation.
The following fields should be included:
Close Date (required)
Primary Campaign Source (required)
Stage
Lead Source
Receipt Action (PPlus)
Receipt Template (PPlus)
Recurring Donation Quick Donate Field Set. Navigate to Setup | Object Manager | Recurring Donation | Field Sets | QD Recurring Donation
BDE Templates Legacy - link
Quick Donate Recurring Donation
The following fields should be included:
Schedule Type (required)
Campaign (required)
Installment Period (required)
Number of planned installments
Lead Source
Date established (required)
Receipt Action (PPlus)
Receipt Template (PPlus)
Enhanced RD
Once-Off Quick Donate Field Set. Navigate to Setup | Object Manager | Opportunity | Field Sets | QD Once-Off Donation
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The following fields should be included:
Close Date (required)
Primary Campaign Source (required)
Stage
Lead Source
Receipt Action (PPlus)
Receipt Template (PPlus)
Recurring Donation Quick Donate Field Set. Navigate to Setup | Object Manager | Recurring Donation | Field Sets | QD Recurring Donation
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Both Enhanced RD and Standard
Setup > Object Manager > Payment Transaction
Fields & Relationships
The following fields should be included:
Recurring Type (required)
Date established (required)
Installment period (required)
Installment frequency (required)
Day of month
Number of planned installments
Receipt Action (PPlus)
Receipt Template (PPlus)
Campaign (required)
WIT Post Configuration
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