REQUIREMENTS
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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]
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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 |
PRE DEPLOYMENT STEPS
Extract report in PROD for Opportunities with Sub-type "Supplementary/Top Up Gift" with the following fields:
ID
Name
Stage
Sub-type
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.
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