Note: Do this after installing the latest package.
Permission Set
To have access to the PosiPay feature, assign PosiPay’s Permission Set to a User with a System Administrator profile.
Go to Set up Home page > Permission Set > PosiPay
Go to Set up Home page > Click User under the Administration > Users > System Administration
After clicking the User, click the Permission Set Assignment.
Choose PosiPay and click Add to Enabled Permissions Sets then click Save. You have access to all objects and fields in the PosiPay org.
Enable Communities
Enable the experience cloud communities.
Setup > Digital Experiences > Settings > tick Enable Digital Experiences > click Save
Community Site
Go to Setup > All Sites > Click New
Choose a template, for our Site, we choose Build Your Own (Aura).
Fill in the necessary information then click Create.
For example:
After doing so, click Builder.
Click the Publish button in the upper right corner and it will show a confirmation message and click Publish.
After creating the Community Sites do the following configuration:
Go to Setup Homepage
In the Quick Find box search All Sites and click Builder
The Community page should be accessible by Guest User
Webhook Guest User Profile Config
Webhook Object Access
Go to Set up > Search for Digital Experience in the Quick Find Box > Click All Sites
In All Sites, click Builder next to the site you want to access.
Click Settings and select General.
Under Guest User Profile, click the profile name.
Click Object Settings.
Search for the Objects that you want to configure for the Guest User.
Gateway Event
Click Edit and tick Read and Create under the Object Permissions as well as in Fields Permissions and click Save.
Gateway Account
PosiPay Log
Webhook Listener Class
In the Quick Find box in the Setup Homepage search Profiles under Administration
Click Stripe Form Profile and click Apex Class Access
Click Edit to add Webhook Listener Class
Under the Available Apex Class find PosiPay Webhook Listener and add it to the Enabled Apex Classes
Whole NPC config link
specific to the data processing engine config link
Turn on the Basics for Fundraising
Turn on Salesforce features that enhance Fundraising features.
Assign the Fundraising_Admin Permission Set Group to the admin user performing the Fundraising setup.
Go to Setup > Permission Set Groups > click the permission set > Manage Assignments > Add Assignments > tick the admin user of the Org > click Assign
To define tasks needed to complete a business process, set up Action Plans.
From Setup, in the Quick Find box, enter Action, and then under Guided Setup, select Action Plans.
Follow the guided setup to configure Action Plans.
For detailed configuration steps, see Action Plans in Salesforce.
Assign Permission Set Licenses and Configure Action Plan
Assign Permission Set Licenses and Permission Sets – click the Assign Permissions > tick the admin user > > click Add Assignment
Assign Additional Permissions – You can also assign additional permission to a user of the Action Plan
Set the Action Plan Status – click the Set the Action Plan Status button > click the layout > and set the Status field to Required.
Customize Object Page Layouts – You can add the Action Plans related list on object page layouts.
Add Action Plans to Financial Services Cloud Lightning Pages – You can add the Action Plans List Lightning component to object pages and any pages that you’ve customized or created.
Configure Action Plan Settings
Configure Action Plan Status Picklist Values – You can add or remove status values according to your organisation’s requirements, and set a default value. Click the Configure Action Plan Status Picklist Values button.
Set Up Nonwork Days – You can add details to the default business hours record and company-wide holidays, which enable you to skip nonwork days when setting task completion dates. Click the Set Up Nonwork Days button.
Assign an Action Plan Task to Account Team Roles – You can add account teams to enable the option to assign an action plan task to a role. Click the Assign an Action Plan Task to Account Team Roles button > Enable Account Teams > tick Account Teams Enabled > click Save > choose what layout will you enable the Account Teams.
Assign an Action Plan Task to Opportunity Team Roles – Same steps above.
Assign an Action Plan Task to Case Team Roles – You can set up case teams to enable the option to assign an action plan task to a role.
Assign Action Plan Tasks to Queues – You can set up queues, add users or roles, and then assign tasks to queues.
Show Action Plan Items in the Printable View – You can add the tasks and document checklist items related lists to the page layout to show tasks and document checklist items in the printable view.
To segment similar stakeholder profiles, set up Actionable Segmentation.
From Setup, in the Quick Find box, enter Actionable, and then under Guided Setup, select Actionable Segmentation.
Follow the guided setup to configure Actionable Segmentation.
For detailed configuration steps, see Enable Actionable Segmentation.
To use a Data Processing Engine, set up Data Pipelines.
To let users add custom tags to stakeholder records, set up Interest Tags.
