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SFDO-Community-Sprints / Nonprofit-Salesforce-How-To-Series

Formerly known as NPSP Videography, this SFDO Commons Project meets at every Sprint and monthly to create short helpful Salesforce for Nonprofit product How-To videos to help Nonprofit users and admins.
https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000kHiqSAE
BSD 3-Clause "New" or "Revised" License
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Gift Entry for Batches Part 3: Process a Batch #76

Open Billflorio opened 3 years ago

Billflorio commented 3 years ago

started w/ overage from 1 & 2, needs full script finished

https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Process_Collection_Gifts.htm&type=5

https://docs.google.com/document/d/1ZB1UI_o9yn5hM4Gk01HjAYkYS8UTXF1RrB7W_PdH-vA/edit?usp=sharing

melissabarber commented 2 years ago

Great work, @jcpsim! I moved this over to the Peer Review column because I think it's ready to go through review. Feel free to accept or reject any of the suggested edits I made.

@Billflorio, @barbarachristensen, and @charise I did a light peer edit of this one.

barbarachristensen commented 1 year ago

@coriobriensfdo this is ready for your review. Could you help us figure out what error the document screenshots are using? We need an actual error to "fix" in our screensteps, but I can't seem to make it throw an error ! :) Thanks! It's ready to review otherwise. Thanks!

melissabarber commented 1 year ago

@barbarachristensen & @coriobriensfdo I added a comment in the draft doc. I think easily getting the Dry Run error is about timing...So, add a person or donation to the batch. Outside of GE, manually add the contact and matching donation. In NPSP Data Importer, make sure your Donation Matching Settings are set to No Match and then run Dry Run.

coriobriensfdo commented 1 year ago

Looks good once the error specifics are added - @barbarachristensen if you can't get it to fire let Melissa and I know.