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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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Navigate to ProntoPlus Settings | Consolidated Statement | Settings
Review the consolidated statement settings and make sure that the required fields have value.
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Opportunity Criteria
Navigate to ProntoPlus Settings | Consolidated Statement |Opportunity Criteria.
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For Opportunity Record Types, add Donation.
For Opportunity Stages Names, add Closed Won.
Receipt Template (PPLUS)
Navigate to App Launcher | Receipt Template (PPlus)
Create a default template for receipt and atsATS.
Receipt
Click New. Select Receipt record type. For the template, search “Default Template”.
Click Save.
Search Default Template. Select ‘Receipt’ for the receipt template. Click Next.
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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”.
Organization-Wide Email Address
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