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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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Schedule Process
Review which batch they would like to run.
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ProntoPlus
Deliverability - go to Setup | Email | Deliverability.
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And Receipt related list view
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ATS (Annual Tax Statement)
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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