ManualsPayments2Us Installation Manual Customisation - OptionalHow to adjust settings for the Not-for-profit Starter Pack

How to adjust settings for the Not-for-profit Starter Pack

Payments2Us has been tested and works with the Nonprofit Starter Pack (available from Salesforce) with the following notes.  

Disclaimer: Salesforce Foundation is constantly updating the Nonprofit starter pack and we cannot guarantee that this updates will never have an adverse affect on Payments2Us.  Please ensure testing new options and updates in Sandbox before deploying to production.

1. Activate the Not-for-profit Starter

1.2. Scroll down to Account, Contact, Opportunity Matching heading and Double click into the Account Matching Method field.

Scroll down to Account, Contact, Opportunity Matching heading

1.3. Select 'Contacts and Organisations For Nonprofits' from the drop down menu and SAVE

2. Allow Household settings

For organisations using the NPSP version 2 or earlier, there is a requirement to disable the Household Opportunity Rollup trigger.  This will mean that contact and account roll-up summary fields will only be recalculated once per day.

If you are using versino 3 of the NPSP or later then you do NOT need to disable this trigger.

2.2. Select Manage next to 'Household Settings'

2.3. Click Edit button and untick the checkbox for 'DISABLE_Household_Opportunity_trigger' field. Click Save

3. Schedule Roll-up processor to automatic

The Batch Payment Processor (started on the Merchant Facility Tab) is not compatible with this part of the Nonprofit Starter pack for versions 2.0 or earlier.

The below steps enable the scheduling of the roll-ups so totals on Accounts and Contacts get re-calculated daily.

3.1. From the Home screen, navigate to NPSP Settings Tab

3.2. Go to Bulk Data Processes>Rollup Donations and press the Run Batch button. This will run the calculation now and will schedule the calculation to occur each day.