Versions Compared

Version Old Version 13 New Version 14
Changes made by

anderson.pagtabunan

anderson.pagtabunan

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Description:

...

Metadata Components and Changes:

* Items in red are deactivated

Developer Name

Type

Description

sObject

New/Update

What it Does?

USYD_Automate_task_for_GA_for_Pledge_subflow
Flow
auto-launched flow
Gift/Pledge
New
Create task record if Pledge Status is "Pending Review".
USYD_AQC_Donor_Contact_Type_Auto_Updater_subflow
Flow
auto-launched flow
Gift/Pledge
New
USYD_Gift_Pledge_On_Create_After_Save_subflow
Checks related Account's primary and secondary contact and update these if required.
USYD Update Related Gift Implementation
Flow
auto-launched flow
Gift/Pledge
New
Updates related Gift Implementation Stage to "5. GI - Kick Off"
USYD
_Gift_Pledge_Update_subflow
Update Pledge Status (subflow)
Flow
auto-launched flow
Gift/Pledge
New
USYD_Gift_Derivation_subflow
Updates pledge status if gift/pledge recordtype is Pledge and Pledge Status is Paid.
USYD Update Credited Contacts and GRC Rollup (subflow)
Flow
auto-launched flow
Gift/Pledge
New
Gift_Main_Flow
Updates Credited Contacts field and GRC roll-up field per related GRC records.
USYD Update Text Area Description (subflow)
Flow
record
auto-
triggered
launched flow
Gift/Pledge
New
USYD_GIN_Stage_based_Update_Before_Save
Updates Usyd Pledge Area Description from Gift Description.
USYD_Gift_Derivation_subflow
Flow
auto-launched flow
Gift/Pledge
New
Updates "Gift Driver Derivation" and "Usyd_Gift_Driver__c" after updating Actual Donor Type depending on Gift recordtype.
Gift_Main_Flow
Flow
record-triggered flow
Gift/Pledge
New
Create/Update triggering flow on Gift/Pledge
USYD_GIN_Stage_based_Update_Before_Save_subflow
Flow
auto-launched flow
Gift Implementation
New
Updates Last Modified By field on Gift Implementation and update record owner according to stage. Create alert when stage is GA-Manage/Consolidate.
USYD_Usyd_Update_Gift_Implementation_Status_subflow
Flow
auto-launched flow
Gift Implementation
New
USYD_Usyd_Update_
Checks If Gift Implemenation record's Funds Received Or Supporting Doc Are Change and updates status per matrix.
Gift_Implementation_
Status
Main_
subflow
Flow
Flow
auto
record-
launched
triggered flow
Gift Implementation
New
Create/Update triggering flow on Gift
_Implementation_Main_Flow
Implementation
USYD_Populate_Chart_of_Accounts_in_Transaction_subflow
Flow
record
auto-
triggered
launched flow
Gift Implementation
Transaction
New
Set original class code and designation account number field.
USYD_Transaction_
Populate
Roll_
Chart
up_
of
to_
Accounts
Gift_
in
Pledge_
Transaction
fields_subflow
Flow
auto-launched flow
Transaction
New
Relates Appeal record and calculates gift driver derivation/Pledge WO.
USYD_
Transaction
Campaign_member_
Roll
status_
up
update_
to
when_
Gift
new_
Pledge
transaction_
fields
created_subflow
Flow
auto-launched flow
Transaction
New
USYD_
Update the Campaign
_
member
_status_update_when_new_transaction_created_subflow
Flow
auto-launched flow
Transaction
New
status to "Donated" of Primary contact and secondary contact when exists as campaign member and campaign appeal id = campaign id

Used the same flow to update the Gift Driver Derivation field so that the Gift Driver will be recalculated

USYD_Pledge_is_Due_To_Be_Paid_Out_subflow
Flow
auto-launched flow
Transaction
New
Creates a notification for Pledges due to be paid out according to account type.
USYD_Description_HOLD_RECEIPT_subflow
Flow
auto-launched flow
Transaction
New
Updates Text Area Description and update child receipts of Gift when transaction is flagged as Hold.
USYD_Transaction_Update_subflow
Flow
auto-launched flow
Transaction
New
Updates flags in Reporting Section and calculates and creates a link to third party pledge.
Transaction_Main_Flow
Flow
record-triggered flow
Transaction
New
Create/Update triggering flow on Transaction
CUSTOM_NOTIFICATION_TYPE_ID_SYDNEY_STANDARD_NOTIFICATION
CustomLabel
custom label

New
New
Static string Id that is used in flow and can be used elsewhere.
TransactionTrigger
Apex Class

Transaction
New
Calls the TransactionTriggerHandler’s method on before insert/update stage.
TransactionTriggerHandler.createLinkToThirdpartyPledge()
Apex Class

Transaction
New
This will populate custom field USYD_Third_Party_Pledge__c with the pledge number of the pledge being paid off by a third party.
TransactionTriggerHandlerTest
Apex Class

Transaction
New
Apex test handler class for code coverage.
Automate_task_for_GA_for_Pledge
PB
process builder
Gift/Pledge
Deactivated

USYD_Populate_Chart_of_Accounts_in_Transaction
PB
process builder
Transaction
Deactivated

Usyd_Transaction_surface_up_Pledge_WO_Notation_to_Gift
PB
process builder
Transaction
Deactivated

pledge_is_due_to_paid_out
PB
process builder
Transaction
Deactivated

Description_HOLD_RECEIPT
PB
process builder
Transaction
Deactivated

AQC_Donor_Contact_Type_Auto_Updater
Flow
record-triggered flow
Gift/Pledge
Deactivated

Gift_Pledge_On_Create_After_Save
Flow
record-triggered flow
Gift/Pledge
Deactivated

USYD_Gift_Pledge_Update
Flow
record-triggered flow
Gift/Pledge
Deactivated

Usyd_Gift_Driver_Derivation
Flow
record-triggered flow
Gift/Pledge
Deactivated

GIN_Stage_based_Update_Before_Save
Flow
record-triggered flow
Gift Implementation
Deactivated

Usyd_Update_Gift_Implementation_Status
Flow
record-triggered flow
Gift Implementation
Deactivated

Usyd_Campaign_member_status_update_when_new_transaction_created
Flow
record-triggered flow
Transaction
Deactivated

USYD_Transaction_Update
Flow
record-triggered flow
Transaction
Deactivated