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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 /wiki/spaces/TPDM/pages/6359685 required for Posi Giving as follows:

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

  2. Click on the link to open the release notes

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

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

  5. 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 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. 

PP Payment Batch

Go to Setup | Object Manager | PP Payment Batch | Fields & Relationships). Find the Batch Status field and the activate values should be:

  • Open (API name Open)

  • Processing (API name Processing)

  • Closed (API name Closed)

Re-save Existing Gateway Records 

When upgrading to version 2.71 or higher, make sure to re-save existing gateway records to have the password field encrypted . Go to App Launcher | ProntoPayments Settings | Gateway | Select a gateway | Edit | Save.

ProntoPayments Settings 

Our Scheduled Batch Jobs page will provide all scheduling information.

Settings – set the settings

ProntoGiving 

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

Clickjack options should be disabled.

Custom Settings 

Go to Setup | Custom Settings | ProntoGiving Settings | Manage. Make sure that the checkboxes below are disabled.

Remote Sites Setup 

Switch to classic environment.

Go to ProntoGiving Settings and copy the primary domain address from the browser bar, for example: 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 url above. 

BDE Item Record Mappings 

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

Locale Settings 

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

ProntoGiving Settings 

Go to the App Launcher and type ‘ProntoGiving Settings’.

Donation

Recurring Donations

Schedule Process
Review which batch they would like to run.

ProntoPlus 

Deliverability - go to Setup | Email | Deliverability.

Process Automation Settings (Go to Setup | Process Automation | Process Automation Settings) > Enable record locking and unlocking in Apex. 

Remote Sites Setup 

Switch to classic environment. 

Go to ProntoPlus Settings and copy 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 url above.

Reschedule Batches 

Go to ProntoPlus Settings | Schedule Processes. Please make sure to reschedule the two batches below.

Send receipts: 10

Generate receipts: 0

Receipt Settings  

Navigate to ProntoPlus Settings | Receipting | Settings
Review the receipt settings and make sure that the required fields have value.

Consolidated Statement Settings 

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

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 ATS.

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

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

  • And Receipt related list view

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

See the ProntoEngage config guide for further information.

NPSP Settings 

Account Rollups – Optional

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

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

Donations | GAU Allocations

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

Donations | Campaign Members

Enable ‘Automatic campaign member management’.

Contact Object

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.

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.

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 | Quick Donate Recurring Donation 

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 

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 

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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