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b. Under the Optional Features section, tick Allow Activities
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NPSP Settings
Setup Default GAU
a. Go to NPSP Settings > Donations > GAU Allocations
b. Click Edit.
c. Tick Default Allocations Enabled and choose a Default General Accounting Unit.
Setup Recurring Donation Custom Field Mappings
a. Go to NPSP Settings > Recurring Donations > Recurring Donation Custom Field Mappings.
b. Update the mappings and follow what’s on the csv file. Link to csv file.
c. You can also add it in the custom settings. Go to Setup > Custom Settings > Custom Field Mapping. Click the Manage button and copy the API names in the csv file.
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Setup Opportunity Record Type to the Recurring Donation’s child Opportunities
a. Go to NPSP Settings > Recurring Donations > Recurring Donations.
b. Click Edit.
c. Select “Donation” as the Opportunity Record Type.
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Allow Activities in Recurring Donations
a. Go to Setup > Object Manager > Recurring Donations > Details > Edit > Allow Activities.
b. Under the Optional Features section, tick Allow Activities
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Remote Sites Setup
Add the “ProntoPlus_Remote_Site” remote site.
1. Setup Remote Site Settings
a. Switch to Classic Environment
b. Go to ProntoPlus Settings and copy the highlighted link below.
c. Note: Every org has a different URL.
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e. Go to Setup > Security > Remote Site Settings. Add a new remote site.
f. Click “New Remote Site” and paste the copied URL in the “Remote Site URL”
g. Make sure that the “Active” checkbox is ticked and save when done.
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Setup Process Automation Settings
a. Go to Setup > Process Automation > Process Automation Settings.
b. Tick “Enable record locking and unlocking in Apex”.
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Setup User Profile for Locked Opportunities
a. Clone the System Administrator profile or create a new one.
b. Make sure the Modify All on the Opportunity object is set to FALSE.
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c. Create a user with this Profile to test the locking of opportunities