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Step 1: Check Opportunity Stage (Clicking ‘New’ button will insert new value). Navigate toSetup | Object Manager | Opportunity | Fields & Relationships | Stage | Opportunity Stages Picklist Values
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Step 2: Check Accounts Record Type (Clicking ‘New’ button will insert new value). Navigate toSetup | Object Manager | Account | Field & Relationship | Type | Account Type Picklist Values
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Step 3: Check Campaign Record Type (Clicking ‘New’ button will insert new value). Navigate toSetup | Object Manager | Campaign | Field & Relationship | Type | Campaign Type Picklist Values
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Step 4: Check Opportunity Values (clicking ‘new’ button will insert new value). Navigate toSetup | Object Manager | Opportunity | Fields & Relationships | Type | Opportunity Type Picklist Values.
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Step 5: Sync Button Behaviours
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Step 6: Test Syncing Process. To check if it is successfully synced and populated in Batch Donation Entry Item fields, go to
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to Setup | BDE Item |
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Fields & Relationships.
ASPHPPADDON__Opportunity_Stage__c | Values
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ASPHPPADDON__Primary_Account_Record_Type__c | Values
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ASPHPPADDON__Campaign_Record_Type__c | Values
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ASPHPPADDON__Opportunity_Record_Type__c | Values
Insert Manually
You have other another option to manually add a single value to BDE Item fields or to Opportunity, Account, Campaign object fields.
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Step 1: Insert Opportunity Stage value manually. Navigate to Setup | Object Manager | BDE Item | Fields & Relationships | Opportunity Stage | Picklist Values.
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Step 2: Insert Account Record Type value manually. Navigate toSetup | Object Manage | BDE Item | Fields & Relationships | Primary Account Record Type | Picklist Values.
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Step 3: Insert Campaign Record Type value manually. Navigate toSetup | Object Manager | BDE Item | Fields & Relationships | Campaign Record Type | Picklist Values
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Step 4: Insert Opportunity Record Type value manually. Navigate to Setup | Object Manager | BDE Item | Fields & Relationships | Opportunity Record Type | Picklist Values
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Step 1: Insert Opportunity Stage value manually. Navigate toSetup | Object Manager | Opportunity | Fields & Relationships | Stage | Picklist Values.
Click New button to insert new value. Complete the following fields :and select Save when done.
Stage Name
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Type
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Description
Probability
Forecast Category
Select Save button when done.
Step 2: Insert Opportunity Record Type manually. Navigate toSetup | Object Manager | Opportunity | Fields & Relationships | Type | Picklist Values
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Step 3. Insert Account Record Type manually. Navigate to Setup | Object Manager | Account | Fields & Relationships | Type | Picklist Values.
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Step 4. Insert Campaign Record Type manually. Navigate toSetup | Object Manager | Campaign | Fields & Relationships | Type | Picklist Values
Click New button to insert new value and select Save.
Enhanced Recurring Donations - Upgrade Guide
Complete reference: https://sfdo-docs.s3-us-west-2.amazonaws.com/npsp_rd_upgrade_guide.pdf
NOTE: As mentioned on the reference above, it is strongly recommended to test these steps first in your sandbox environment.
Enable Enhanced Recurring Donation
Database Preparation Tasks
See Database Preparation Tasks section from this reference https://sfdo-docs.s3-us-west-2.amazonaws.com/npsp_rd_upgrade_guide.pdf. Make sure to follow these steps before proceeding.
Validate Migration
Go to NPSP Settings tab > Recurring Donations > Upgrade to Enhanced Recurring Donations. Click Validate Migration.=
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After validation completes, you can view the results.
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Enable Enhanced Recurring Donations
Confirm that you have completed the preparation and validation tasks (1) if Validate Migration finds errors, resolve them before you continue. Once confirmed, you can enable the Enhanced Recurring Donations (2). Please take note that after the Enhanced RD is enabled, there’s no way to disable it again.
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Deploy Metadata
After enabling the Enhanced Recurring Donation, click Launch MetaDeploy (3). MetaDeploy is an external service and opens in a new browser tab. When you’re done with the MetaDeploy, close it and return to your Salesforce org to complete the upgrade process.
Click Log In to Start Pre-Install Validation, then choose whether you’re installing in a Production or Sandbox org.
Provide your Salesforce login credentials and click Log In.
When prompted, Allow access. Wait for the Pre-Intsall Validation to finish. Click Install
Read the Product Terms of Use and Licenses. Select the confirmation checkbox then click Confirm
Wait for the installation to finish
Close MetaDeploy and return to your Salesforce org
Confirm that you’ve installed the Enhanced Recurring Donations metadata.
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Migrate Data
To check for any changes occurred in your org after you enabled Enhanced Recurring Donations (between steps 2 and 3), click Validate Migration again to confirm no errors before migration. You may also click Skip Validation if you chose not to re-validate.
When validation without errors is confirmed, click Ready to Migrate.
Then click Run Migration. The data migration may take some time to complete, depending on the number of Recurring Donation records in your database.
When the migration process completes, you can view the details. If the Status is Complete, you’re all done!
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Changes to Product Configuration after enabling Enhanced Recurring Donations
Donation Fields Mapping
Go to ProntoGiving Settings tab > Donation Field Mappings and add the Payment Type → Payment Method mapping (highlighted below)
PGIV Recurring Donation Field | Map to Recurring Donation Field |
ASPHPPADDON__Payment_Type__c | npsp__PaymentMethod__c |
Go to NPSP Settings tab > Recurring Donations > Recurring Donation Custom Field Mappings and add the Payment Method → Payment Type mapping (highlighted below)
Recurring Donation Field | Opportunity Field |
npsp__PaymentMethod__c | ASPHPP__Payment_Type__c |
Quick Donate New Tab
Set the Recurring Donation Field Sets. If Enhanced Recurring Donations is disabled, the Quick Donate page will not display and a validation message is shown.
Recurring Donation Section - Quick Donate
Display the minimum required fields on the form for Recurring Donation section via field set.
Go to Setup > Object Manager > Recurring Donation > Field Sets > QD Recurring Donation.
Date Established (required)
Recurring Type - Open or Fixed
If Recurring Type is Fixed, Number of Planned Installments should be enabled and required. Otherwise field is disabled.
Recurring Period - Monthly or Advanced
§ Monthly
· Day of Month (required)
· Effective Date
§ Advanced
· Installment Frequency (required)
· Installment Period (required)
· Day of Month - displayed and required only if Installment Period is Monthly
· Effective Date
· To verify, create recurring donation record for:
o Monthly
o Weekly
o Fortnightly
o Quarterly
o Yearly
· For more details, see reference How to Create RD with Enhanced RD
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Donation Type - Quick Donate
· Individual and Household
· Contact should be displayed and required.
o Organisation field is not required and Organisation section is hidden.
· Organisation
o Organisation should be displayed and required.
o Contact field is not required and Contact section is hidden.
Quick Donate Button Redirect
· Go to ProntoGiving Settings tab > Donation > Quick Donate and set the version to “Enhanced RD”
· To confirm, go to any Contact or Account record and click the Quick Donate button. Make sure the Quick Donate New (VF) is displayed
Recurring Donations - Batch Donation Entry
Pause Recurring Donations
Batch Donation Entries Enhanced RD Config
https://alphasys.atlassian.net/browse/FA-730