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Go to setup > Process Automation Settings
From the Process Automation Settings, change the “Send Process or Flow Error email to” to Apex Exception Email Recipients and save.
Go to setup > Apex Exception Email and do not set (or remove) any user or emails.
Create
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Experience Cloud Page
Go to Setup > All Sites > Select the community site > Builder
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There is one page you need to set up for WIT for every client project; the Checkout Page. If you are notified the client is going to pay for WIT as a separate product licence, set up all the following pages:
Free with Posi Giving | Paid version of WIT (separate licence) |
Checkout Page only | Multi Screen Donation Page |
| Single Screen Donation Page |
| Update Contact Details Page |
| Subscribe To Newsletter Page |
| Build Your Own Fundraising Page |
| Checkout Page |
| Reprocess Donation Page |
| Update Credit Card Page |
To create a new page, just follow the steps below:
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See the list of flow details link under “ASFundraising Flow” section. Repeat the same steps for all the pages.
View file name WIT Flow Details.docx
Update the CSS
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A message will appear ‘Override CSS?’; select Use Overrides. Paste the CSS code provided into the edit window.
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Create the Trusted Sites for Scripts below. Set the Status to Active for all entries.
TRUSTED SITE NAME | TRUSTED SITE URL |
Google Pay | |
PayPal | |
jQuery | |
Gstatic | |
PayPal Sandbox |
Public Access
Make all the pages accessible to public. Repeat the same steps for all the 3 pages (Multi Screen, Single Screen and Checkout Page).
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Gateway disclaimers
GAU selection list
Campaign dollar handles
GAU allocations
Campaigns
Apex Class Access
ASPHPPADDON.PGCallProcessBDEItem |
ASPHPP.ASPP_ProcessPayment |
WITFA.AS_Build_Campaign_Controller |
WITFA.AS_BuildFundraisingCampaign_Controller |
WITFA.AS_Dollar_Handle_Controller |
WITFA.ASDisclaimerComponent_Controller |
WITFA.ASPaymentMethodController |
WITFA.TypeaheadLookupController |
WITFA.ASEncryptDecryptData |
AS_FundraisingSettingsController |
WITFA.AS_CampaignBranding_Controller |
Update Time Zone for Guest User
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Click Edit. Set up the correct Time Zone under Locale Settings.
Activate Site
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Flow Access
Give the Salesforce Admin or other profile access to wit flows. Go to Setup > Profile > System Admin > Object Settings.
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Flow Access
Give the Salesforce Admin or other profile access to wit flows. Go to Setup > Profile > System Admin > Object Settings.
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Common Config Issues
If an error ‘To access this page, you have to log in to Fundraising’ occurs, please retrace or check the following configurations:
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Check the WIT site (e.g. Fundraising) in All Sites if the status was set to Active.
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o If not Active, click Workspaces>choose Administration> hit the button to ‘Activate’
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Check the checkout page Builder if it is already Published.
o Go to All sites>Builder>click Publish and Publish
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Make sure that the Campaign URL is correct
o Go to All Sites> Copy the URL of the WIT site (e.g. Fundraising), and Paste it on the Base URL under Campaign Page
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o Put an /s after the WIT Fundraising URL
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o click Builder on All Sites>Search page (page you created ex. Checkout page)>click the Page Actions> click Page Settings> copy the URL and Paste it next to the Base URL in Campaign.
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o Copy the Base URL and paste it on the Finish URL then add the Campaign URL
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o Click Save
Setup Campaign Donation Record Types in ProntoGiving Settings
o Copy the “Donation Page” record type ID in the Campaign object. Go to Setup > Object Manager > Campaign > Record Types > Donation Page (WITFA) namespace.
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o Go to Setup > Custom Settings > ProntoGiving Settings > Manage.
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o Edit the Custom Settings. Paste the record type id.
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Refresh the Campaign ‘Checkout Page’ and click the Campaign URL. It should now be accessible for guest user.
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Setup CSP Trusted Sites
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Go to Setup > CSP Trusted Sites. Make sure that the following trusted sites below are created.
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These are the available campaign record types.
Donation page |
Acquisition Page |
Donation Page |
Reference Campaign |
Reprocess Donation |
Tribute |
Update Contact Details Page |
Update Credit Card |
Setup Custom Metadata Types
Go to Setup > Custom Metadata Types. Find Web_Page_URL and select “Manage Records”.
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New (BDE Item WIT Fields)
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BDE Item Fields | BDE Item WIT Fields |
Alternate_Email__c | WITFA__Alternate_Email__c |
Do_Not_Contact__c | WITFA__Do_Not_Contact__c |
Email_Opt_Out__c | WITFA__Email_Opt_Out__c |
Home_Phone__c | WITFA__Home_Phone__c |
Mobile__c | WITFA__Mobile__c |
Other_Phone__c | WITFA__Other_Phone__c |
Payment_ID__c | WITFA__Payment_ID__c |
Personal_Email__c | WITFA__Personal_Email__c |
Preferred_Email__c | WITFA__Preferred_Email__c |
Preferred_Phone__c | WITFA__Preferred_Phone__c |
Receipt_Action__c | WITFA__Receipt_Action__c |
Receipt_Template__c | WITFA__Receipt_Template__c |
Receives_Newsletter__c | WITFA__Receives_Newsletter__c |
Work_Email__c | WITFA__Work_Email__c |
Work_Phone__c | WITFA__Work_Phone__c |
| WITFA__Tribute_Type__c |
| WITFA__Notification_Type__c |
| WITFA__Notification_Recipient_Name__c |
| WITFA__Notification_Recipient_Details__c |
| WITFA__Notification_Message__c |
| WITFA__In_Tribute_Of__c |
| WITFA__Anonymous_Gift__c |
| WITFA__Receives_Newsletter__c |
ProntoEngage Mapping
Go to App Launcher > Campaign Importer > Campaign – Opportunity Mappings.
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Flow Details
ASFundraisingFlow
Page Name | Flow API Name | URL Filter Parameters | Custom Classes |
Checkout Page | WITFA__Checkout_Page | AS_Campaign_Id,AS_Amount,AS_Donation_Type,AS_First_Name,AS_Last_Name, AS_Email,AS_Street,AS_City,AS_Country,AS_State,AS_Postcode,AS_Account_Name,AS_Payment_Type,AS_Tribute_Type,AS_In_Tribute_Of, AS_Comments, AS_Frequency,AS_GAU, UUID | Checkoutpage |
Multi Screen Donation Page | WITFA__AS_Multiscreen_Flow
| AS_Campaign_Id, AS_Gateway_Id,GAU,UUID,utm_source,RDOnly
|
|
Single Screen Donation Page | WITFA__AS_Single_Screen_Flow
| AS_Campaign_Id,UUID,GAU,Amount,utm_campaign,utm_content, utm_medium,utm_source,RDOnly | Single-Screen-Flow
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Update Credit Card Page | WITFA__Update_Credit_Card_Flow
| AS_Campaign_Id,UUID,AS_PaymentSourceId,AS_RecurringDonationID
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Reprocess Donation Page | WITFA__Update_Failed_Payment
| AS_Campaign_Id,UUID,AS_PaymentSourceId,AS_OpportunityId
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UpdateContactDetails
Page Name | Flow API Name | URL Filter Parameters | Custom Classes |
Update Contact Details Page | WITFA__Update_Contact_Details
| AS_Campaign_Id,UUID
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Flow (Standard Component)
Page Name | Flow | Layout | AS_CampaignId |
Build Your Own Fundraising Campaign Page | Build Fundraising Campaign | One Column | Campaign ID |
Subscribe To Newsletter Page | Subscribe to Newsletter | One Column |
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Flow Parameters
Multi Screen Donation Page
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When successful, it will create a BDE item record
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BDE Item Record Mapping
| View file | ||
|---|---|---|
|