Content Comparison

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• Create a Link to Third Party Pledge (Apex Trigger)

• USYD Campaign member status update when new transaction created (subflow)

• USYD Transaction Update Reporting Section Flags (Subflowsubflow)

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Create a Link to Third Party Pledge (Apex Trigger)

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1. When a Transaction record is created, all of the following conditions must be met:

   1. Transaction > Campaign Appeal is not null

   2. Transaction > Related to Void is false

   3. Transaction > Write Off? is false

   4. Transaction has a related Account

2. Related Account has a Primary Contact

   1. All Campaign Members related to the Primary Contact with Status not equal to ‘Donated’ will be updated:

      1. Start Date equals Transaction > Transaction Date

      2. Stop Date equals Transaction > Transaction Date

      3. Status equals 'Donated'

3. Related Account has a Secondary Contact

   1. All Campaign Members related to the Secondary Contact with Status not equal to ‘Donated’ will be updated:

      1. Start Date equals Transaction > Transaction Date

      2. Stop Date equals Transaction > Transaction Date

      3. Status equals 'Donated'

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USYD

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Update Reporting Section Flags (

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subflow)

Background of issue:

• Re-implemented as a subflow

• Added a field update as an Assignment element.

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1. When a Transaction record is created or updated, the following fields are updated (as flags):

   1. Send Pledge Reminder

   2. Funds Raised Flag Static

   3. Funds Received Flag Static

   4. Special Category Flag

      If Transaction > Originating Soft Credit Transaction is not null and Third Party Payoff equals true:

      Update Transaction > Third Party Pledge equals Transaction > Gift/Pledge Number

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