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URL: /packaging/installPackage.apexp?p0=04tOZ0000001HRpYAM
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Dependencies |
PosiPay version 0.76
PosiPay for Industry Cloud version 0.3
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Gift Transaction and Gift Refund Bank Reconciliation Fields Creation
Fundraising Campaign’s Default Source Code and Outbound Campaign’s Outreach Source Code Validation Rules
Gift Transaction Automation - Fundraising Campaign’s Default Source Code Auto-population
Campaign Member’s Outreach Source Code and Barcode Updates
Create Gift Refund Record for Chargeback Transactions
No Gift Refund Record for Chargeback Transactions
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Pre-config |
Pre-config
If the PosiGive current version is less than 0.60 please the follow the steps below:
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· EndDate (Delete the one that has the source api named PosiPay__EndDate__c)
Permission Set
· Assign the following permission set to the user want to use the feature.
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o Return Mail Entry Permission
Custom Settings
· Fundraising Settings
o Supporter Code: PosiPay__SupporterCode__c to SpporterCode__c
Quick Actions
· Quick Donate (only for CCSA)
o From "/flow/Manage_Gift_Entries?objectType=GiftEntry" to "/flow/PosiPay/ManageGiftEntries?objectType=GiftEntry"
Object Manager:
Gift Entry
Fields & Relationships
· Payment Method
o Rename the following picklist values to...
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§ Cryptocurrency to Direct Deposit
Account
Page Layouts and Lightning Record Pages
Field
· Record Type
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· Home Phone (Person Account Layout)
Gift Transaction
Fields & Relationships
· Payment Method
o Add the following picklist value
§ Donation Order
Page Layout and Lightning Record Pages
Field
· Latest Gateway Transaction
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· Bank Reconciliation Status
· Settlement Date
List View Button Layout
· Add to Bank Deposit Batch button
Bank Deposit Batch
Page Layout and Lightning Record Pages
Related List
· Gift Transaction
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· Generate Bank Slip
Outreach Source Code
Page Layout and Lightning Record Pages
Fields
· Default Receipt Template
Gift Batch
Page Layout and Lightning Record Pages
Mobile & Lightning Actions
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· Add Process Gift Batch button
Gift Refund
Page Layout and Lightning Record Pages
Mobile & Lightning Actions
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· Refunding Bank Account
Fields & Relationships
Reason
· Chargeback (Add picklist value to the Reason field called Chargeback)
Campaign Member
Fields & Relationships
· Status Feild (Switch to Salesforce Classic)
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Input “Undeliverable”
Click Save
Gateway Account
Guide on how to hide CVC field in batch Manage Gift Entry form via Gateway Account
Update the Gateway Account record,
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b. Make sure that MOTO payment is enabled on the equivalent Stripe account of the Gateway Account record
Page Layout and Lightning Record Pages
Fields
· Unrequire CVC in Batch Gift Entry
Action Launcher
· Add the New Entry button
Flow
· When creating a custom record-triggered flow for the Gift Transaction object, the Trigger Order must be set to a value greater than 1 to prevent potential future conflicts.
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