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]
...
Extract report in PROD for Opportunities with Sub-type "Supplementary/Top Up Gift" with the following fields:
ID
Name
Stage
Sub-type
Rename the existing picklist values:
Existing Value | Rename | Purpose |
|---|---|---|
New Philanthropic Grant (Pledge) | New Philanthropic Grant | To make way for the update of picklist api names. This will be deactivated once the new picklist api names will be deployed |
Supplementary Top Up Grant (Pledge) | Supplementary Top Up Grant | To make way for the update of picklist api names. This will be deactivated once the new picklist api names will be deployed |
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.
...