Set Up Automatic Updates For Fundraising Rollups in Nonprofit

Use a schedule-triggered flow to automatically receive updates to your fundraising rollup calculations.

1. From Setup, in the Quick Find box, enter Flows, and then under Process Automation, select Flows.
2. Click New Flow.
3. Select Schedule-Triggered Flow.
4. Set the schedule to run the flow.
5. Add an action element.
6. Search for and select the Manage Fundraising DPE Definitions invocable action.
7. Enter Automatic Rollup Updates or your preferred label as the action.
8. Create resources for the date input values.
   1. From Toolbox Manager, click New Resource.
   2. Select Formula as the resource type.
   3. Enter an API name that describes the current calendar year formula.
      For example, enter CURRENTCALENDARYEAR as the formula for the current calendar year.
   4. Select Date as the data type.
   5. Enter this formula: DATE(YEAR({!$Flow.CurrentDate}),1,1).
   6. Similarly, create formula resources for the Last Calendar Year by using the formula DATE(YEAR({!$Flow.CurrentDate})-1, 1, 1), and Last Two Calendar Year by using the formula DATE(YEAR({!$Flow.CurrentDate})-2, 1, 1).
9. Add the three formulas that you created to the corresponding input date fields.
10. For each of the three DPE definitions, select True to include the definition in the action, or select False to exclude it from the action.
11. Add a fault path to the action element.
    To receive an email in case of an action fail, add a send email action that's triggered by the fault path.
12. Add a Batch Job Loop element after the action element.
    1. Add a loop element.
    2. Enter a name for the element in the Label field.
       For example, enter Batch Job Loop.
    3. Search for and select Output from Manage Fundraising DPE Definition as the collection variable, and then click Batch Job IDs List.
13. Inside the loop, add a Wait for Conditions logic element and name it Wait For Batch Job To Complete.
14. Add a Wait Configuration labeled Batch Job Complete.
    1. Add the All Conditions Are Met (AND) wait condition.
    2. Select Current Item from Loop Batch Job Loop as the wait condition resource.
    3. Select Does Not Equal as the operator.
    4. Select Blank Value (Empty String) as the value.
    5. On the Resume Event tab, select Wait Until A Platform Event Message is Received.
    6. Select Batch Job Status Changed Event as the platform event.
    7. Select All Conditions Are Met (AND) as the condition requirement.
    8. Select Batch Job as the field and Current Item from Loop Batch_Job as the value.
15. Add another Wait Configuration labeled Time Out After A Day.
    1. Add the All Conditions Are Met (AND) wait condition.
    2. Select Current Item from Loop Batch Job Loop as the wait condition resource.
    3. Select Does Not Equal as the operator.
    4. Select Blank Value (Empty String) as the value.
    5. On the Resume Event tab, select Wait Until A Specified Time.
    6. Set the date and time to wait for this event to be completed.
       For example: for a flow that's scheduled to run daily, select Running Flow Interview, and then Interview Start Time as the base time, 24 as the offset number, and Hours as the offset unit.
       Note: Don't wait more than 24 hours on a flow scheduled to run daily.
    7. Leave the default path as is.
16. Save your changes.
17. Give the flow a label and an API name, and save the changes.
18. Click Activate.