Content Comparison

Processes/Subflows

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

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

• USYD Update Reporting Section Flags (subflow)

• USYD Populate Chart of Accounts in Transaction (subflow)

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Create a Link to Third Party Pledge (Apex Trigger)

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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

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USYD Transaction Roll up to Gift Pledge fields (subflow)

Background of issue:

• Re-implemented as a subflow from Process Builder

Unit testing:

• Unit Testing can be done by manually creating a Transaction under an existing GIft as these fields cannot be manually configured on creating Batch.

• Make sure fields are populated prior to the dependent fields below. The record type can be any but please refer to the record type required below.

  • Transaction Type

  • Account

  • Acknowledgment

  • Amount

  • Method

  • Campaign Appeal

  • Designation

1. When a Transaction record is created or updated with the following fields:

   1. Transaction Record type = Soft Credit (Managed) OR Pledge Soft Credit (Managed)

2. THEN,

   1. Related Gift record’s Usyd_Gift_Driver_Derivation__c will be TRUE (Please expect this value to be overwritten by Gift Driver Derivation back to False)

1. When a Transaction record is created or updated with the following fields:

   1. Write Off? = TRUE

   2. Record type = Pledge

   3. Method = Pledge

   4. Balance LESS THAN 0

2. THEN,

   1. Related Gift record’s Pledge WO Designation will be Constituent Facing Name of Related Designation of Transaction record

   2. Related Gift record’s Pledge WO Notation will be Pledge Write Off Notation of Transaction record

1. When a Transaction record is created or updated with a related Campaign Appeal record:

2. THEN,

   1. Related Gift record’s USYD Campaign Appeal will be equal to Transaction record’s Campaign Appeal

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USYD Populate Chart of Accounts in Transaction (subflow)

Background of issue:

• Re-implemented as a subflow from Process Builder

Unit testing:

1. When a Transaction record is created (by batch creation process)

2. THEN,

   1. USYD_Original_Class_Code__c in the Transaction(AQB_Transaction__c) record should be equal to the value of Designation Account Number Segment One of the related Designation record(AQB__LLChartofAccounts__c)