PosiGive v0.74 - 0.75

Release Date: 15 July 2024

URL: /packaging/installPackage.apexp?p0=04tOZ0000001HRpYAM

• PosiPay version 0.76

• PosiPay for Industry Cloud version 0.3

• Gift Transaction and Gift Refund Bank Reconciliation Fields Creation

• Fundraising Campaign’s Default Source Code and Outbound Campaign’s Outreach Source Code Validation Rules

• Gift Transaction Automation - Fundraising Campaign’s Default Source Code Auto-population

• Campaign Member’s Outreach Source Code and Barcode Updates

• Create Gift Refund Record for Chargeback Transactions

• No Gift Refund Record for Chargeback Transactions

Pre-config

If the PosiGive current version is less than 0.60 please the follow the steps below:

1. Delete the [PosiPay] Scheduled Donations (ScheduledDonations_Schedule) flow or delete the flow that called or use the [PosiPay] Schedule Donation Batch (ScheduleDonationBatch) batch management.

2. Inactive the [PosiPay] Schedule Donation Batch (ScheduleDonationBatch) batch management

3. In VS Code ( devOpps )

4. Install the 0.60 version.

5. Repush the Post Config Branch ( https://bitbucket.org/alphasysgroup/posipay-fundraising-extension/branch/Post-Config )

If the PosiGive current version is less than 0.61 please follow the steps below:

1. Install the v0.62 (/packaging/installPackage.apexp?p0=04tOZ0000000wATYAY)

·        Note: This Package is Delete the flow "[PosiPay] Immediate Run of Scheduled (ImmediateRunOfScheduledDonation)"

2. Delete the "[PosiPay] Scheduled Donations - Schedule (ScheduledDonations_Schedule)" flow, "[PosiPay] Immediate Run of Scheduled Donation (ImmediateRunOfScheduledDonation)", and delete the flow that called or use the “[PosiPay] Schedule Donation Batch (ScheduleDonationBatch)” batch management.

3. Inactive the “[PosiPay] Schedule Donation Batch (ScheduleDonationBatch)” batch management

4. Install the v0.64 (/packaging/installPackage.apexp?p0=04tOZ0000000wDhYAI)

·        Note: This Package is Update the Batch Size of the Scheduled Donation batch job from Batch Management to 1 ONLY and Restore the flow  "[PosiPay] Immediate Run of     Scheduled Donation (ImmediateRunOfScheduledDonation)"

5. Repush the Post Config Branch

If the PosiGive current version is less than 0.65 please follow the steps below:

1. Install the v0.66 (/packaging/installPackage.apexp?p0=04tOZ000000124bYAA) Note: This Package is Delete the flow "[PosiPay] Immediate Run of Scheduled Donation(ImmediateRunOfScheduledDonation)"

2. Inactive and delete the follow Flow:

o   "[PosiPay] Immediate Run of Scheduled Donation (ImmediateRunOfScheduledDonation)" flow

o   "[PosiPay] Scheduled Donations - Schedule (ScheduledDonations_Schedule)" flow

o   And Inactive and delete the flow that called or use the “[PosiPay] Schedule Donation Batch (ScheduleDonationBatch)” batch management.

3. Inactive the “[PosiPay] Schedule Donation Batch (ScheduleDonationBatch)” batch management

4. Add the 'Processing' picklist value in the Gift Transaction's Status

5. Install the v0.67 (/packaging/installPackage.apexp?p0=04tOZ000000129RYAQ)

6. Repush the Post Config Branch

If the PosiGive current version is less than 0.76 please follow the steps below:

1. Enable Accounts as Campaign Members (salesforce.com)

2. Install the PosiGive v0.76

If the PosiGive current version is less than 0.85 please follow the steps below:

1. Install the v0.86 (/packaging/installPackage.apexp?p0=04tOZ0000001UqTYAU) Note: This Package is delete the flow "[PosiPay] Process Gift Batch”

2. Inactive and delete the flow that called or use the [PosiPay] Process Gift Batch

3. Inactive the batch [PosiPay] Process Gift Batch

4. Install the v0.87 (/packaging/installPackage.apexp?p0=04tOZ0000001UvJYAU) Note: Update the batch size of [PosiPay] Process Gift Batch and restore the flow

If the PosiGive current version is less than 0.113 please follow the steps below:

1. Install the 0.113 (/packaging/installPackage.apexp?p0=04tOZ00000021jBYAQ)

The following flow is deleted in this package

2. Delete the following flows manually:

3. Deactivate the Batch:

4. Install the 0.114 (/packaging/installPackage.apexp?p0=04tOZ00000022CDYAY)

·        Restored the ImmediateRunOfScheduledDonation flow

·        The GiftTransactionStatusUpdate is include past dates in Transaction Date criteria

5. Re-push the post config

If the installed version of PosiGive is 0.120 or higher, please check the below. If they no longer exist, you can leave them as they are. However, if they’re still present, remove them manually.

In GiftEntry Object:

In Custom Meta Data Types:

·        EffectiveStartDate (Delete the one that has the source api named PosiPay__StartDate__c)

·        EndDate (Delete the one that has the source api named PosiPay__EndDate__c)

Permission Set

·        Assign the following permission set to the user want to use the feature.

o   Manage gift Entry Permission

o   Return Mail Entry Permission

Custom Settings

·        Fundraising Settings

o   Supporter Code: PosiPay__SupporterCode__c to SpporterCode__c

Quick Actions

·         Quick Donate (only for CCSA)

o   From "/flow/Manage_Gift_Entries?objectType=GiftEntry" to "/flow/PosiPay/ManageGiftEntries?objectType=GiftEntry"

Object Manager:  

Gift Entry

Fields & Relationships

·        Payment Method

o   Rename the following picklist values to...

§  ACH to BECS Debit

§  Cryptocurrency to Direct Deposit

Account

Page Layouts and Lightning Record Pages

1. Field

·        Record Type

·        Return Mail

·        Return Mail Count

·        Default Receipt Channel

·        Email (Person Account Layout)

·        Billing City

·        Mailing City (Person Account Layout)

·        Billing Street

·        Mailing Street (Person Account Layout)

·        Billing State/Province

·        Mailing State/Province (Person Account Layout)

·        Billing Zip/Postal Code

·        Mailing Zip/Postal Code (Person Account Layout)

·        Billing Country

·        Mailing Country (Person Account Layout)

·        Mobile (Person Account Layout)

·        Home Phone (Person Account Layout)

Gift Transaction

Fields & Relationships

·        Payment Method

o   Add the following picklist value

§  Donation Order

Page Layout and Lightning Record Pages          

1. Field

·        Latest Gateway Transaction

·        Latest Gateway Invoice

·        Receipt Channel

·        Receipt Template

·        Receipt Status

·        Flagged as Fraud

·        Check Drawer

·        Check Date

·        Error Message

·        Payment Ready

·        Remove the follow fields

o   Cheque Name

·        Bank Statement Line

·        Bank Reconciliation Status

·        Settlement Date

List View Button Layout

·        Add to Bank Deposit Batch button

Bank Deposit Batch

Page Layout and Lightning Record Pages          

1. Related List

·        Gift Transaction

·        Files

2. Mobile & Lightning Action

·        Generate Bank Slip

Outreach Source Code

Page Layout and Lightning Record Pages

1. Fields

·        Default Receipt Template

Gift Batch

Page Layout and Lightning Record Pages

1. Mobile & Lightning Actions

·        Remove Process Batch button

·        Add Process Gift Batch button

Gift Refund

Page Layout and Lightning Record Pages

1. Mobile & Lightning Actions

·        Refund Payment

2. Field

·        Bank Statement Line

·        Bank Reconciliation Status

·        Settlement Date

·        Refunding Bank Account

Fields & Relationships

1. Reason

·        Chargeback (Add picklist value to the Reason field called Chargeback)

Campaign Member

Fields & Relationships

·        Status Feild (Switch to Salesforce Classic)

o   Add "Undeliverable" as a picklist if it does not already exist.

·        Note: If the “Undeliverable” does not appear in the details view. Follow the following.

1. Switch to Salesforce Classic

2. Campaigns Tabs

3. Select the Campaigns record to add the new picklist value

4. Click Advances Setup button

5. Click Edit button

6. Click Add more

7. Input “Undeliverable”

8. Click Save

Gateway Account

Guide on how to hide CVC field in batch Manage Gift Entry form via Gateway Account

1. Update the Gateway Account record,

a.        Set Unrequire CVC in Batch Gift Entry field to TRUE to hide the CVC field on the Payment Information section

b.       Make sure that MOTO payment is enabled on the equivalent Stripe account of the Gateway Account record

Page Layout and Lightning Record Pages

1. Fields

·        Unrequire CVC in Batch Gift Entry

Action Launcher

·        Add the New Entry button

Flow

·        When creating a custom record-triggered flow for the Gift Transaction object, the Trigger Order must be set to a value greater than 1 to prevent potential future conflicts.