Nonprofit Starter Pack Recurring Donations

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Package Info

The Recurring Donations package is a part of the Nonprofit Starter Pack, a set of managed packages made available to nonprofits.

The Recurring Donations Package provides a new Custom Object for the purpose of creating/aggregating recurring donations and pledges. When a new recurring donation record is created a series of donation (opportunity) records will be auto-created.

This package is a part of the Nonprofit Starter Pack and can be installed as a managed package.

v0.5.3 now includes Spanish and French translation

This package is live for all NEW nonprofit signups and is ready to be applied to existing orgs with data. Please test it first via your sandbox but it has been installed in existing orgs without incident.

Translations

The recurring donation object has two picklists on it with values that inform how the donations are created. These picklists are:

  • Installment Period
  • Schedule Type

You can change the values of these to any language supported by Salesforce, but for the code to function correctly, you must also translate a few corresponding custom labels. The code will compare the picklist values to the values in the custom labels. They must match for the code to work.

Go to Setup > Create > Custom Labels

And provide translations for these labels:

  • RecurringDonationDivideValue
  • RecurringDonationInstallmentPeriodMonthly
  • RecurringDonationInstallmentPeriodQuarterly
  • RecurringDonationInstallmentPeriodWeekly
  • RecurringDonationInstallmentPeriodYearly
  • RecurringDonationMultiplyValue

If these translated values match the changes you made to the picklist values, the code will function correctly.

Package Contents

  • Recurring Donations Object
  • Recurring Donations Fields
  • Recurring Donations Trigger (on Recurring Donations)
  • Recurring Donations Class (includes Test Methods)

Source Code

Source Code for all Versions

Current Version

Package Installation Link

Known Issues

  • Open issues
  • Fixed issues
  • Default Contact Role is not populated when created a new Donation from the Contact record
    • Replace corp default Roles with more NPO Friendly ones
  • Get rid of extraneous contact records
  • If you create Recurring Donations in batches via the Dataloader or other bulk tool, you can trip governor limits. 200 Recurring Donations could have 20 installments each, leading to too many records being created. When inserting Recurring Donations in bulk, you can force smaller batch sizes if you get governor limit errors.
  • You can't customize the buttons that create Recurring Donations from Contact and Account, but you can create your own Recurring Donation buttons and use those instead of the ones that come with the package.
  • You must have the Recurring Donation lookup field on the Opportunity Page Layout or the Opportunities created from the Donation related list on the Recurring Donation record won't be connected to the Recurring Donation Issue 78

Installation Steps

Install steps for Recurring Donations

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