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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

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  1. 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.

ProntoPayments

Remote Sites Setup 

Switch to classic environment. 

Go to ProntoPayments Settings and copy the highlighted link below. (Note: Every org has a different URL). the the primary domain address from the browser bar, for example: https://companyname.visualforce.com .

Go to Setup | Security | Remote Site Settings. Add a new site or double check if already existed. If not, create a new one and copy the link in the org url. 

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ProntoPayments Settings 

Our Scheduled Batch Jobs page will provide all scheduling information.

Settings – set the settings

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ProntoGiving 

Session Settings (Go to Setup | Security | Session Settings) 

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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 linkattached BDE mapping spreadsheet.

View file
nameWIT BDE Item Record Mapping.xlsx

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Locale Settings 

Set the exact states where the client is located. Go to Setup | Company Information | Edit. 

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Schedule Process
Review which batch they would like to run.

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 ProntoPlus 

Deliverability - go to Setup | Email | Deliverability.

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Navigate to ProntoPlus Settings | Consolidated Statement | Settings
Review the consolidated statement settings and make sure that the required fields have value.

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Opportunity Criteria 

Navigate to ProntoPlus Settings | Consolidated Statement |Opportunity Criteria.
 For Opportunity Record Types, add Donation.

For Opportunity Stages Names, add Closed Won.

Receipt Template (PPLUS) 

Navigate to App Launcher | Receipt Template (PPlus)
Create a default template for receipt and atsATS. 

Receipt  

Click New. Select Receipt record type. For the template, search “Default Template”. 

Click Save. 

Search Default Template. Select ‘Receipt’ for the receipt template. Click Next.

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Add Active field in the record page layout. Please see screenshot below. 

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  • And Receipt related list view 

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ATS  (Annual Tax Statement)

Repeat the same steps for ATS and select the ATS record type. For the template, search “Annual Tax Statement per Donation”.  

Organization-Wide Email Address 

Go to Setup | Organization-Wide Email Address. This is the sender’s org email address when receipt or ats is sent.   

ProntoEngage

 

ProntoEngage Config Guide - link 

 

 

See the ProntoEngage config guide for further information.

NPSP Settings 

Account Rollups – Optional 

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Optional

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Create the Last Failed Opportunity custom lookup field (not required) in the Recurring Donation object  

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Create the customizable customisable rollup. In NPSP Settings > Donations > Customizable Customisable Rollups, click on Configure Customizable Customisable Rollups button.  

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Donations | GAU Allocations

Enable ‘Default Allocations .  

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 Enabled' and for Default General Accounting Unit, select ‘Where needed most’.

Donations | Campaign Members 

 

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Contact Object 

Rename Email Opt Out field to Do Not Email

Enable ‘Automatic campaign member management’.

Contact Object

Go to Setup | Rename Tabs and Labels. Select Contact and click Edit. 

 

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Click Next. 

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Rename  Rename Email Opt Out field to Do Not Email 

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Email.

Process Builder

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> convert to flow  

Activate Do Not Contact process builder if they will use.  client is using it. 

Path Settings 

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Navigate to Setup | Path Settings. Enable Path Settings. Enable Remember user’s Path Preferences.  
 

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Campaign Defaults 

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Assign Receipt Template to Campaign 
Assign GAUs to Campaign.  
  

Non-enhanced RD  

Once-Off Quick Donate Field Set. Navigate to Setup | Object Manager | Opportunity | Field Sets | QD Quick Donate | Once-Off Donation 

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 Donation.

The following fields should be included:

  • Close Date (required)

  • Primary Campaign Source (required)

  • Stage

  • Lead Source

  • Receipt Action (PPlus)

  • Receipt Template (PPlus)

Recurring Donation Quick Donate Field Set. Navigate to Setup | Object Manager | Recurring Donation | Field Sets | QD Quick Donate Recurring Donation 

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BDE Templates Legacy - link 

 

 

 

The following fields should be included:

  • Schedule Type (required)

  • Campaign (required)

  • Installment Period (required)

  • Number of planned installments

  • Lead Source

  • Date established (required)

  • Receipt Action (PPlus)

  • Receipt Template (PPlus)

Enhanced RD 

Once-Off Quick Donate Field Set. Navigate to Setup | Object Manager | Opportunity | Field Sets | QD Once-Off Donation 

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The following fields should be included:

  • Close Date (required)

  • Primary Campaign Source (required)

  • Stage

  • Lead Source

  • Receipt Action (PPlus)

  • Receipt Template (PPlus)

Recurring Donation Quick Donate Field Set. Navigate to Setup | Object Manager | Recurring Donation | Field Sets | QD Recurring Donation 

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Both Enhanced RD and Standard 

  • Setup > Object Manager > Payment Transaction 

  • Fields & Relationships 

 

 

WIT Post Configuration 

WIT Post Config Documentation 

The following fields should be included:

  • Recurring Type (required)

  • Date established (required)

  • Installment period (required)

  • Installment frequency (required)

  • Day of month

  • Number of planned installments

  • Receipt Action (PPlus)

  • Receipt Template (PPlus)

  • Campaign (required) 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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