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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

1. When you have created your new org environment, install the four packages required for Posi Giving as follows:

   1. ProntoGiving

   2. ProntoPayments

   3. ProntoPlus

   4. ProntoEngage

2. Check the /wiki/spaces/TPDM/pages/6359396 page for the latest package versions

3. Click on the link to open the release notes

4. Copy the URL and append it to your primary domain name in the browser address bar as follows:
   

   

5. Press Enter and it will load an installation screen, similar to the one in the image
   

   

6. 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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BDE Item Record Mappings 

BDE Item processing will only process standard objects; custom objects are not supported.

Add the BDE Item Mappings below. (Additional mappings for WIT). See the attached BDE mapping spreadsheet.

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