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Go to setup > Process Automation 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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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 centre of the page.
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See the list of flow details link under “ASFundraising Flow” section. Repeat the same steps for all the pages.
Update the CSS
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A message will appear ‘Override CSS?’; select Use Overrides. Paste the CSS code provided into the edit window.
Security and Privacy
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Create the Trusted Sites for Scripts below. Set the Status to Active for all entries.
TRUSTED SITE NAME | TRUSTED SITE URL |
Google Pay | |
PayPal | |
jQuery | |
Gstatic | |
PayPal Sandbox |
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).
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Go to Settings > General > Enable “Public can access the site”.
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Publish Site
Click the Publish button at the top right hand corner of the page.
Guest User Profile Permissions
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Object Settings
Set all object permissions to Read.
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Click Edit. Set up the correct Time Zone under Locale Settings.
Activate Site
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Flow Access
Give the Salesforce Admin or other profile access to wit flows. Go to Setup > Profile > System Admin > Object Settings.
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Setup CSP Trusted Sites
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Go to Setup > CSP Trusted Sites. Make sure that the following trusted sites below are created.
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Setup Remote Site Settings
Go to Setup > Remote Site Settings. Make sure that the following remote sites below are created.
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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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Note: If they will use PayPal (Make sure that the PayPal Default Currency has a value of “AUD”).
Generate Encryption Key
Go to App Launcher > Web Toolkit Settings > Session > Encryption. Click Generate.
Schedule Generate Encryption Key
Go to Developer Console > Debug > Open Execute Anonymous > Windows > Paste the code below and execute. This will run every midnight.
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To check the job. Go to Setup > Scheduled Jobs. You will see it listed as ‘AS Randomize WIT Encryption Key’.
Trigger Handler
Go to App Launcher > Trigger Handler > Create new if doesn’t exist yet.
Product specific settings
ProntoGiving
Setup Campaign Donation Record Types
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Go to the Campaign Lightning Page and click on the Flow Component: ASUploadCampaignBanner. On the right hand side you will see a checkbox ‘Pass record ID into this variable’. Ensure this checkbox is enabled.
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ProntoPayments
Go to ProntoPayments Settings > Settings > Basic. Disable the “Auto Create Payment Transaction” toggle.
Other Profiles that will use WIT
Go to Setup > All Sites > Select Community Site > Administration > Members. Add the custom profile or permission set and save.
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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 |
ProntoEngage Mapping
Go to App Launcher > Campaign Importer > Campaign – Opportunity Mappings.
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BDE Templates
BDE Item Defaults
WIT Gateway and Security Settings
Google ReCaptcha
Go to App Launcher > Web Integration Toolkit Settings > Settings. Select Google reCAPTCHA v3 or v3 as Anti-Spam.
Provide the Google reCAPTCHA site key. See this link on how to setup.
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HoneyPot
Go to App Launcher > Web Integration Toolkit Settings > Settings. Select ASHoneyPot as Anti-Spam.
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PayPal
Go to App Launcher > Web Integration Toolkit Settings > Settings. Ask the client for the PayPal Client Id.
You can also select the minimum amount and to allow cents but it depends on the client preference.
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Google Pay
Go to App Launcher > Web Integration Toolkit Settings > Settings. Ask the client for the Google Pay Merchant Id and Google Pay Merchant Name.
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