Loading
Nonprofit Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Gift Validations in Nonprofit

            You are here:

            1. Salesforce Help
            2. Docs
            3. Nonprofit Cloud

            Gift Validations in Nonprofit

            To complete bulk data migrations as quickly and smoothly as possible, pause some gift validations. Pausing checks on gift transactions, gift commitments, and gift commitment schedules decreases friction during the migration process. Use these tables to review gift validations and see which checks are available to pause within Fundraising Settings.

            REQUIRED EDITIONS
            Available in: Lightning Experience

            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            User Permissions Needed  
            To configure Fundraising settings:

            Fundraising_Admin permission set group

            OR

            Modified Education Cloud Full Access permission set

            You can pause gift validations for data migrations from Fundraising Settings. To pause gift validations on a payload by payload basis, use the Fundraising Business Process API.

            Gift Transaction Validations

            Validation Description Can Be Paused?

            Original amount positive

            		 Confirms that the original amount of the gift transaction is greater than or equal to zero. No
            Update Original Amount restricted Restricts updates to the gift transactions Original Amount field because the Status is Paid.

            Yes.

            If the Accounting Subledger is active, it prevents users from pausing this validation.
            Update Currency ISO Code restricted Restricts updates to the gift transactions Currency ISO Code field because the Status is Paid or Fully Refunded. No
            Update Donor restricted Restricts updates to the gift transactions Donor field because the Status is Paid or Fully Refunded. Yes
            Update Transaction Completion Date restricted Restricts updates to the gift’s Transaction Completion Date field because the Status is Paid.

            Yes.

            If the Accounting Subledger is active, it prevents users from pausing this validation.
            Transaction Status final Prevents invalid changes to the Gift Transaction Status field. No
            Transaction Completion Date required If changing the gift transaction’s Status field value to Paid or Fully Refunded, set the Transaction Completion Date field. No
            Updating the Gift Commitment Restricts editing the Gift Commitment field because the Status field value is a value other than Unpaid or Pending. Yes
            Updating the Gift Commitment Schedule Restricts editing the Gift Commitment Schedule field because the Status is a value other than Unpaid or Pending. Yes
            Transaction Due Date required Validates that the Transaction Due Date field is complete. No
            Due Date vs. Schedule Start Date Validates that the Transaction Due Date is on or after the Gift Commitment Schedule Start Date. No
            Due Date within schedule range Validates that the Transaction Due Date is between the Start Date and End Date of the Gift Commitment Schedule. No
            Gift Commitment Schedule match Validates that the Gift Commitment Schedule belongs to the associated Gift Commitment. No
            Single transaction for custom schedule Validates that a Custom Gift Commitment Schedule is linked to only one gift transaction. No
            Campaign and outreach source match Makes sure that the gift transaction’s Outreach Source Code field value is valid for the selected campaign. No

            Gift Commitment Validations

            Validation Description Can Be Paused?
            Expected total amount not negative Validates that the gift commitment’s Expected Total Commitment Amount is greater than or equal to zero. No
            End Date greater than Start Date Prevents the gift commitment’s Expected End Date from being before the Expected Start Date. No
            Prevent Schedule Type updates when Gift Commitment Schedule exists Prevents updating the gift commitment’s Schedule Type field value because the Commitment has an associated Gift Commitment Schedule. No
            Update Status to draft restricted Prevents changing a gift commitment’s Status field value back to Draft after it’s set to Active and has associated gift transactions. Yes
            Update Status to closed restricted Prevents changing a gift commitment’s Status field value from Closed to any status other than Active because it has associated gift transactions. Yes
            Update Status to paused restricted Prevents updating the gift commitment Status field to Paused because Pause Transactions is the Current Gift Commitment Schedule Type. No
            Update paused status restricted Prevents updating the gift commitment Status field from Paused to any value other than Lapsed, Failing, or Active because the Current Gift Commitment Schedule Type is Create Transactions. No
            Update Currency ISO Code restricted Restricts updates to the gift commitment’s Currency ISO Code field value because Gift Commitment Schedule records exist. No

            Gift Commitment Schedule Validations

            Validation Description Can Be Paused?
            Transaction interval positive Validates that the gift commitment schedule’s Transaction Interval field value is greater than zero. No
            Transaction Amount not negative Validates that the gift commitment schedule’s Transaction Amount field value is greater than or equal to zero. No
            End Date greater than Start Date Validates that the gift commitment schedule’s End Date isn’t earlier than the Start Date. No
            Transaction Day required for monthly Validates that the gift commitment schedule’s Transaction Day field value is greater than zero because the Transaction Period is monthly. No
            Transaction interval less than 100 Validates that the gift commitment schedule’s Transaction Interval field value is less than or equal to 100. No
            Transaction period required for recurring Validates that the gift commitment schedule’s Installment Period field is populated for recurring schedules. No
            Prevent editing when schedule has transactions Prevents updating fields because a gift commitment schedule has associated gift transactions. Yes
            Schedule Start Date before transaction due date Validates that the gift commitment schedule’s Start Date is before an associated earliest gift transaction’s due date. No
            Schedule End Date should be after latest Transaction Due Date Validates that the gift commitment schedule’s End Date is after the latest associated gift transaction’s due date. No
            Require Gift Commitment for custom schedules Validates that custom Gift Commitment Schedules are associated with a Gift Commitment ID. No
            Custom schedules can’t be paused Validates that if the user creates a custom schedule, the gift commitment schedule’s Type field isn’t set to Pause Transactions. No
            Custom schedules can only be created on Gift Commitment with a custom Schedule Type Validates that only custom gift commitment schedules are created and associated with gift commitments that have a Schedule Type field set to Custom. No
            Limit of 50 custom schedules Validates that each request creates no more than 50 custom gift commitment schedules. No
            Prevent overlapping schedules Validate that the Gift Commitment Schedule doesn’t overlap with other schedules. No
            Prevent schedule creation when Gift Commitment Schedule Type is blank Validates that the Gift Commitment Schedule is only associated with a Gift Commitment that has a set Schedule Type. No
            Prevent mismatched schedule types Validates that the gift commitment schedule’s Type field value (Recurring or Custom) matches the Schedule Type of the Gift Commitment. No
            • Pause Gift Validations
              Minimize friction during bulk data migrations by pausing validations on gift transactions, gift commitments, and gift commitment schedules.
             
            Loading
            Salesforce Help | Article