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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
When you have created your new org environment, install the
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four packages required for Posi Giving as follows:
ProntoGiving
ProntoPayments
ProntoPlus
ProntoEngage
Check the /wiki/spaces/TPDM/pages/6359396 page for the latest package versions
Click on the link to open the release notes
Copy the URL and append it to your primary domain name in the browser address bar as follows:
Press Enter and it will load an installation screen, similar to the one in the image
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 link. attached BDE mapping spreadsheet.
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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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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”.
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Go to Setup | Organization-Wide Email Address. This is the sender’s org email address when receipt or ats is sent.
ProntoEngage
See the ProntoEngage config guide for further information.
NPSP Settings
Account Rollups – Optional
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Go to Setup | Rename Tabs and Labels. Select Contact and click Edit. Rename Email Opt Out field to Do Not Email.
Process Builder > convert to flow
Activate Do Not Contact process builder if client is using it.
Path Settings
Navigate to Setup | Path Settings. Enable Path Settings. Enable Remember user’s Path Preferences.
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Campaign Defaults
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 | Quick Donate | Once-Off Donation.
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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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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)
WIT Post Configuration
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