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Automate Planned Gift Calculation in Nonprofit
Add a button to the Planned Gift record page that recalculates present, deferred, and future values when you refresh planned gift data.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
|---|---|
| To update Fundraising settings and page layouts: | FundraisingAccess permission set |
| To configure flows: | Manage Flow |
Before you start, complete the prerequisites for Gift Planning and confirm that you have created your own active version of the Update Planned Gift When Expectancy Changes flow.
Planned gift automations calculate the present, future, and deferred future values based on data such as principal amount, net return rate, discount rate, term, and expectancy. When the Expectancy field changes, the Update Planned Gift When Expectancy Changes flow recalculates these values automatically. To easily recalculate the values when other fields change, configure a button on the planned gift record page that runs the Update Planned Gift screen flow.
- From Setup, click Object Manager, and then find and select Planned Gift.
- Select Buttons, Links, and Actions.
- Click New Button or Link.
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Enter these values in the fields for the button.
- Enter a label. For example, Calculate Values.
- The name is populated automatically.
- Select Detail Page Button as the display type.
- Confirm that Display in new window is selected as the behavior.
- Confirm that URL is selected as the content source.
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Use this flow URL for the button content.
/flow/plndgiving__UpdatePlannedGift?plannedGiftId={!PlannedGift.Id }&retUrl=/{!PlannedGift.Id}
- Select Page Layouts, and then click Planned Gift Layout.
- Click Buttons, and then drag Calculate Values to the Planned Gift Detail section as a custom button.
- Save your changes.
After you complete these steps, the Calculate Values button appears on planned gift record pages, where you can run the screen flow.
