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Enhanced Recurring Donations Maintenance

Overview

Bulk-remove Donation records tied to an obsolete Recurring Donation

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  • Eliminates the need for nonprofit organizations to manually delete associated Donation records one by one when something about a Recurring Donation changes.

When the amount, frequency, or other core attribute of a Recurring Donation changes, enter a Terminate After date and click Save. The app will automatically remove associated Donation records with Close Dates later than the Terminate After date, provided they are not in Posted or Withdrawn status. Then create a new Recurring Donation with the revised terms, and let Salesforce automatically create the full set of associated Donation records. Install in a free 3-day trial via the Get It Now button, then purchase a one-year license at http://auroracyberware.force.com.

Categories

Business Needs
Admin & Developer Tools
Industries
Nonprofits
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package