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Allow admins to set an org wide setting that lets me choose between using the SF Recurring Gift Model or loading each donation as a separate SF Opportunity as it comes in
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Matt Connelly
April 1, 2020
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Jonathan Lin
Quick update: This feature is now available by request on a per-org basis. If your organization would be interested in having it enabled in either production or staging/sandbox, please reply to this comment to let me know.
Once active for your organization, you will see a new option in the Salesforce Data Mapping tab on the Give Lively portal to toggle on support for NPSP Recurring Donations. When enabled, new monthly donations will be associated to parent Recurring Donation records. Opportunity records created in anticipation of future recurring gifts will be updated when the transactions are charged. This feature supports both the older Legacy Recurring Donations model as well as the newer Enhanced Recurring Donations model, and will automatically detect which is being used in your Salesforce org.
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December 6, 2021
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Matt Connelly
marked this post as
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April 1, 2020
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