Install and configure baseline
- Posimente
- Jhetah Mae Leornas
- Angela Jann
On this page
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 four packages required for Posi Giving as follows:
ProntoGiving
ProntoPayments
ProntoPlus
ProntoEngage
Check the Product Releases page for the latest package versions
Click on the link to open the release notes
Copy the URL and append it to your primary domain name in the browser address bar as follows:
Press Enter and it will load an installation screen, similar to the one in the image
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
BDE Item processing will only process standard objects; custom objects are not supported.
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)