REQUIREMENTS
...
Supplementary Top Up Gift (Pledge)
Supplementary Top Up Gift (One Off Gift)
Deployment Note: Include the picklist assignment to the 3 Opportunity record types [Gift/Pledge, Gift in Will, Unsolicited]
...
Component Name | Api Name | Type | Parent Object | Operation (New/Update) |
Usyd_Opportunity_BeforeInsert | Usyd_Opportunity_BeforeInsert | Trigger | Opportunity | Update |
Usyd_OpportunityTriggerHandler | Usyd_OpportunityTriggerHandler | Apex Class | N/A | New |
Usyd_OpportunityTriggerHandlerTest | Usyd_OpportunityTriggerHandlerTest | Apex Class | N/A | New |
Usyd_Update Gift Implementation Status | Usyd_Update_Gift_Implementation_Status | Flow | Gift Implementation | New |
Gift Implementation Status Matrix | Gift_Implementation_Status_Matrix__mdt | Metadata | N/A | New |
Status | Status__c | Field | Gift Implementation | New |
Sub-type | AQC_Sub_type__c | Field | Opportunity | Update |
Gift Implementation Status | Gift_Implementation_Status | Global Value Set | N/A | New |
GA Consolidate | GA_Consolidate | List View | Gift Implementation | Update |
Gift Implementation Layout | Gift Implementation Layout | Page Layout | Gift Implementation | Update |
Gift/Pledge | Gift/Pledge | Record Type | Gift Implementation | Update |
Gifts in Will | Gifts in Will | Record Type | Gift Implementation | Update |
Unsolicited | Unsolicited | Record Type | Gift Implementation | Update |
AQC Opportunity to Gift | AQC_Opportunity_to_Gift | Permission Set | N/A | Update |
Combination01 | Combination01 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination02 | Combination02 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination03 | Combination03 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination04 | Combination04 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination05 | Combination05 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination06 | Combination06 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination07 | Combination07 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination08 | Combination08 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination09 | Combination09 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination10 | Combination10 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination11 | Combination11 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination12 | Combination12 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination13 | Combination13 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination14 | Combination14 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination15 | Combination15 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination16 | Combination16 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination17 | Combination17 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination18 | Combination18 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination19 | Combination19 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination20 | Combination20 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination21 | Combination21 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination22 | Combination22 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination23 | Combination23 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination24 | Combination24 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination25 | Combination25 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination26 | Combination26 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination27 | Combination27 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination28 | Combination28 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination29 | Combination29 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination30 | Combination30 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination31 | Combination31 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination32 | Combination32 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination33 | Combination33 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination34 | Combination34 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination35 | Combination35 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination36 | Combination36 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination37 | Combination37 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination38 | Combination38 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination39 | Combination39 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination40 | Combination40 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination41 | Combination41 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination42 | Combination42 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination43 | Combination43 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
POST DEPLOYMENT STEPS
Note: As Gift/Pledge record type is a managed packaged, we cannot update the picklist values from the CI/CD or metadata itself. Thus, this step will have to be performed manually.
Go to Setup and Object Manager
Open Opportunity Object
Select record types
Under Picklists Available for Editing section, click Edit button beside the Sub-type field
Add the following picklist values to the Selected Values section
Supplementary Top Up Gift (Pledge)
Supplementary Top Up Gift (One Off Gift)