ProntoPlus - Post Config

Owned by Jhetah Mae Leornas
Last updated: May 24, 2024
12 min read

Hide Unused/Deprecated Components

  1. Hide the ProntoPlus App, there are two ProntoPlus Apps you can see in the App Launcher.

a. Switch to Classic Environment

b. Go to Setup > Manage Apps > App Menu

c. Search for ProntoPlus and click “Visible in App Launcher” to hide

Product Risk

  1. If the organisation has been installed PPlus version 1.28 and wants to upgrade to the latest version of ProntoPlus, make sure that the “SendReceiptPPTXN” apex trigger is inactive.

a. Go to Setup > Custom Code > Apex Triggers > SendReceiptPPTXN > Edit.

Notes

  1. The “RFM Scoring” feature is disabled in ProntoPlus Version 2.6. If this feature has been configured before, please remove/disable the config.

  2. Trigger Handler records are automatically included in the post installation script if the organisation is fresh/new but if you are only upgrading, it is not. You’ll have to manually create them.

Opportunity Layout

Show the following buttons, fields, related list, compact layouts and search layouts below. Repeat for all record types if needed.

Go to Setup > Object Manager > Opportunity > Page Layouts > Donation Layout

  1. Buttons on record page

  1. Fields on the record page.

  1. Related Lists on record page

  1. Compact Layouts on record page

a. Go to Setup > Object Manager > Opportunity > Compact Layout

  1. Buttons on Opportunity List View

a. Go to Setup > Object Manager > Opportunity > Search Layouts for Salesforce Classic > List View > Edit.

  1. Edit Receipt Action (PPlus) Field

a. Go to Setup > Object Manager > Opportunity > Fields & Relationships > Receipt Action (PPlus) > Values.

b. Make sure that these are the only activated values.

Recurring Donation Layout

Show the following buttons, fields, related list and search layouts below. Repeat for all record types if needed.

Go to Setup > Object Manager > Recurring Donations > Page Layouts.

  1. Buttons on record page

  1. Fields on record page

  1. Related Lists on record page

  1. Edit Receipt Action (PPlus) Field

    1. Go to Setup > Object Manager > Recurring Donations > Fields & Relationship > Receipt Action (PPlus) > Values

    2. Make sure that these are the only activated values.

  1. Add All Recurring Donations list view in Recurring Donations.

Go to App Launcher > Recurring Donations > New List View

Contact Layout

Show the following buttons, fields, related list and search layouts below. Repeat for all record types if needed.

Go to Setup > Object Manager > Contact > Page Layouts > Contact Layout.

  1. Buttons on record page

a. Update Address

i. “Update Address“ button only, add predefined values.

ii. Go to Setup > Object Manager > Contact > Buttons, Links and Actions > Update Address > New

1. Address Unknown = FALSE
2. RTS Count = 0

  1. Fields on record page

  1. Related Lists on record page

  1. Compact Layouts on record page

a. Go to Setup > Object Manager > Contact > Compact Layouts

  1. Buttons on Contact List View

a. Go to Setup > Object Manager > Contact > Search Layouts for Salesforce Classic > List View > Edit

Account Layout

Show the following buttons, fields, related list and search layouts below. Repeat for all record types if needed.

Go to Setup > Object Manager > Account > Page Layouts > Household/Organisation Layout.

  1. Buttons on record page

  1. Fields on record page

  1. Related Lists on record page

  1. Compact Layouts on record page

a. Go to Setup > Object Manager > Account > Compact Layouts

  1. Buttons on Account List View

a. Go to Setup > Object Manager > Account > Search Layouts for Salesforce Classic > List View > Edit.

  1. Edit the Account Record Types

a. Go to Setup > Object Manager > Account > Record Types > Organisation > Edit.

b. Change from “Organisation” to “Organization”.

Consolidated Statement (PPlus) Layout

Show the following buttons, fields, related list and search layouts below. Repeat for all record types if needed.

Go to Setup > Object Manager > Consolidated Statement (PPlus) > Page Layouts.

1. Buttons on record page

a. Hide “DEPRECATED - View Statement Copy”

b. Show “View Statement Copy”

2. Related List on record page

a. Show “Files“

Receipt (PPlus) Layout

Show the following buttons, fields, related list and search layouts below. Repeat for all record types if needed.

Go to Setup > Object Manager > Receipt (PPlus) > Page Layouts.

1. Fields on record page

a. Show “Receipt Download“

2. Related List on record page

a. Show “Files“

Receipting

Note: Reschedule the Send Receipts batch, stop and start.

Note: If client will not use this feature, please hide all tabs, buttons, object or fields associated with this feature.

Consolidated Statement

Note: If client will not use this feature, please hide all tabs, buttons, object or fields associated with this feature

 

User Guide: Consolidated Statements

1. Enable Consolidated Statements

a. Go to ProntoPlus Settings > Enable Features > Enable Consolidated Statement toggle to enable.

2. Create Salesforce Classic Email Template

a. This is optional. ProntoPlus has a default template.

b. Go to Setup > Email > Classic Email Templates. Choose the ProntoPlus folder. If need a customised one, please ask assistance from your Salesforce Administrator.

Note: These are the ONLY fields that should be set in the ATS Email Templates: Contact/Account:

  • Standard Fields

  • Custom Fields without namespace

  • Custom Fields in ProntoPlus only (excluding the deprecated fields)

3. Create Receipt Templates

a. Go to Receipt Templates (PPlus) tab.

4. Setup Statement Table Definitions

a. Go to ProntoPlus Settings > Consolidated Statement > Statement Table Definitions.

b. ProntoPlus has a default consolidated table definitions

5. Setup Statement Table Variables

a. Go to ProntoPlus Settings > Consolidated Statement > Statement Table Variables.

b. ProntoPlus has a default consolidated table definitions

6. Setup Consolidated Statement Settings

a. Go to ProntoPlus Settings > Consolidated Statement > Settings

7. Opportunity Criteria

a. Go to ProntoPlus Settings > Consolidated Statements > Opportunity Criteria. Make sure that you have selected a record type and stage name before generating consolidated statements.

8. Enable Allow Activities in Consolidated Statements (PPlus) Object

a. Go to Setup > Object Manager > Consolidated Statements (PPlus) > Details > Edit.

b. Under the Optional Features section, tick Allow Activities

NPSP Settings

  1. Setup Default GAU

a. Go to NPSP Settings > Donations > GAU Allocations

b. Click Edit.

c. Tick Default Allocations Enabled and choose a Default General Accounting Unit.

 

  1. Setup Recurring Donation Custom Field Mappings

a. Go to NPSP Settings > Recurring Donations > Recurring Donation Custom Field Mappings.

b. Update the mappings and follow what’s on the csv file. Link to csv file.

c. You can also add it in the custom settings. Go to Setup > Custom Settings > Custom Field Mapping. Click the Manage button and copy the API names in the csv file.

  1. Setup Opportunity Record Type to the Recurring Donation’s child Opportunities

a. Go to NPSP Settings > Recurring Donations > Recurring Donations.

b. Click Edit.

c. Select “Donation” as the Opportunity Record Type.

  1. Allow Activities in Recurring Donations

a. Go to Setup > Object Manager > Recurring Donations > Details > Edit > Allow Activities.

b. Under the Optional Features section, tick Allow Activities

Remote Sites Setup

Add the “ProntoPlus_Remote_Site” remote site.

1. Setup Remote Site Settings

a. Switch to Classic Environment

b. Go to ProntoPlus Settings and copy the highlighted link below.

c. Note: Every org has a different URL.

e. Go to Setup > Security > Remote Site Settings. Add a new remote site.

f. Click “New Remote Site” and paste the copied URL in the “Remote Site URL”

g. Make sure that the “Active” checkbox is ticked and save when done.

  1. Setup Process Automation Settings

a. Go to Setup > Process Automation > Process Automation Settings.

b. Tick “Enable record locking and unlocking in Apex”.

  1. Setup User Profile for Locked Opportunities

a. Clone the System Administrator profile or create a new one.

b. Make sure the Modify All on the Opportunity object is set to FALSE.

c. Create a user with this Profile to test the locking of opportunities

Reconciliation Batch

Return To Senderhttps://paper.dropbox.com/doc/ProntoPlus-2.16-2.20- Return-To-Sender-RTS-Config-Guide--AyofVK5hOFWS5QGCLlpfZ5aSAg- YyVcsRfJuGnS9gp5B4tDl(RTS)

 

Segmentation

Note: If client will not use this feature, please hide all tabs, buttons, object or fields associated with this feature.

  1. Enable Segmentation

a.      Go to ProntoPlus Settings > General Settings > Enable Segmentation toggle to enable.

  1. Contact Page Layouts

a.      Go to Setup > Object Manager > Contact > Page Layouts > Contact Layout

b.      Show Segment History (PPlus) related list.

  1. Account Page Layouts

a.      Go to Setup > Object Manager > Account > Page Layouts > Household/Organization Layout.

b.      Show the Segment History (PPlus) related list.

 Delete Segment History

Note: If client will not use this feature, please hide all tabs, buttons, object or fields associated with this feature.

Normally, we cannot delete segment history but if this feature is enabled, you will have the access to delete it. For both account and contact objects.

  1. Enable Delete Segment History

a.      Go to ProntoPlus Settings > General Settings > Allow Delete Segment History toggle to enable.

  1. Contact Layout

a.      Go to Setup > Object Manager > Contact > Page Layouts > Contact Layout

b.      Add Segment History (PPlus) in related list.

3.      Account Layout

a.      Go to Setup | Object Manager | Account| Page Layouts | Household/Organisation Layout.

b. AddSegmentHistory(PPlus) in related list.

ProntoMerch

 Note: If client will not use this feature, please hide all tabs, buttons, object or fields associated with this feature..

1. Enabale ProntoMerch

a.      Go to ProntoPlus Settings > General Settings > Enable ProntoMerch toggle to enable.

2. Opportunity Page Layout

a.      Go to Setup > Object Manager > Opportunity > Page Layouts > Donation Layout (Do to all layouts if needed).

3. Opportunity Search Layouts

a.      Go to Setup > Object Manager > Opportunity > Search Layouts for Salesforce Classic > List View > Edit.

b.      Show Run Recalculation and Schedule Recalculation buttons.

Opportunity Audit Lock

Note: If client will not use this feature, please hide all tabs, buttons, object or fields associated with this feature.

1. Enable Opportunity Audit Lock

a.      Go to ProntoPlus Settings > General Settings > Opportunity Audit Lock toggle to enable.

2. Opportunity Layout

a.      Go to Setup > Object Manager > Opportunity > Page Layouts > Donation Layout (Do to all layouts if needed).

b.      Show Lock/Unlock Opportunity button.

3. Opportunity Search Layouts

a.      Go to Setup > Object Manager > Opportunity > Page Layouts > Donation Layout (Do to all layouts if needed).

b.      Show Lock/Unlock Opportunity button.

Object Related Fields

  1. If the “Object Related Fields Mappings” already exist, please check if the mappings are

complete by checking the csv file below.

a.      To check the existing mapping, go to ProntoPlus Settings > Object Related Fields.

  1. If not, add the missing mappings using the UI or import it using Data Loader.

a.      Import this file using Data Loader

b.      Object Name: ProntoPlus Object_Related_Fields c

c.      CSV File: Click here.

  1. This mapping will fix the error in sending/generating receipts and sending/generating consolidated statements.

  2. Mapping for Send Statement Copy to User in the Object Related Fields

.       a. This will send a statement copy to the specified user.

OBJECT NAME

RELATED OBJECT NAME

RELAT ED FIELD NAME

ProntoPlus Consolidated_Statement_S ettings c

ProntoPlus Send_Statement_Copy_t o_User c

Email

ProntoPlus Consolidated_Statement_S ettings c

ProntoPlus Send_Statement_Copy_t o_User c

Name

Trigger Handlers

Note: Make sure that these triggers are added and activated. Adjust the load order accordingly if the client is not using the other features.

Note: Load Order should be ProntoPayments, ProntoGiving, ProntoPlus and org customisation for every object.

Import using Data Loader:

Download and import the csv file.

Add using Trigger Handlers tab:

Go to App Launcher > Trigger Handlers > Add New

Trigger Handler Name

Object

Class

PPL__Recurring__TDTM

npe03  Recurring__Donation_  c

ProntoPlus.PPL__Recurring

PPL__Opportunity__TDTM

Opportunity

ProntoPlus.PPL__Opportunity

PPL__Opportunity_Allocation__TDTM

Opportunity

ProntoPlus.PPL__Opportunity

PPL_OpportunityRecItemAutomation__TDTM

Opportunity

ProntoPlus.PPL__Opportunity

PPL_Opportunity_AddToRecBatch__TDTM

Opportunity

ProntoPlus.PPL__Opportunity

Default Batches to Run

Go to ProntoPlus Settings | Schedule Processes

Batches

Batch Class Name

Descriptions

Default Scheduled Hour

Send Receipts

 

·        Query all Opportunities with Receipt Action Default and update to Email or Post. From Opportunities with receipt action Email it generate receipts of theopportunity without the Last Receipt populated.

BDE Receipt Action Emailitwillbereceipted every 10mins

Every 10 mins

Generate Receipts

 

List view from the Opportunity level without the Last Receipt populated for Post.

 

Single Combined PDF Receipting

On custom settings > ProntoPlus Settings, make sure that “Maximum Receipts in 1 PDF" is added.

Go to ProntoPlus Settings > Receipting > Settings, on the “Maximum Receipts in 1 PDF” input field, it allows a dynamic number of receipts per 1 PDF file, set maximum 1000.

 

Post Config ProntoPlus 2.33

Subject defined in the Receipt Template displays on Email.

A. On the Receipt Template, create a new template then input the required fields. The example shows on the screenshot below.

B. On ProntoPlus Settings → Object Related Fields, add the following fields that shows on the screenshot below.

Subject Defined in the Consolidated Statement displays on Email

A. On the Receipt Template, create a new template for record type “ATS” . Please see screenshots below.

B. On ProntoPlus Settings → Object Related Fields, add the following fields below.

Object Name

Related Object Name

Related Field Name

ProntoPlus__Consolidated_State ment_Settings__c

ProntoPlus__Receipt_ Template__c

ProntoPlus__Receipt_Em ail_Subject__c

 

 

 

 

 

 

Multiple-Page Receipt Display (Bug fix)

A. In classic email template for Receipting, the table tag must have a class “tableMAIN_receiptRows” to render properly the table in receipt.

o   Go to Setup > Classic Email Templates > (choose the template)

o   Edit the desired template

Example:

Archives

Gather all data that will be archived per changes for documentation purposes only. Archive History Prontos