Some non-profits want to rollup pledges (donations with StageName=’Pledged’). NPSP provides user-defined rollups for ‘Posted’ donations.

Daizylogik has built an unmanaged package for Pledge Rollups on Accounts and Contacts for the current and previous calendar and fiscal years. It also, rolls up the Payments for pledges.

You can install it from here:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t61000000gOV2
The source code is available here: https://github.com/daizylogik/DZ_DEV.git

Post Installation Instructions:
1. add the following fields to the Account and Contact page layout:
Pledge_Payment_Amt_Recvd_Current_CY__c
Pledge_Payment_Amt_Recvd_Current_FY__c
Pledge_Payment_Amt_Recvd_Previous_CY__c
Pledge_Payment_Amt_Recvd_Previous_FY__c
Total_Pledges_Current_CY__c
Total_Pledges_Current_FY__c
Total_Pledges_Previous_CY__c
Total_Pledges_Previous_FY__c

2. Edit the Search Layout for the Opportunities, and the add the Calculate Pledge Totals button, so you can run the rollups on demand.

3. If you would like to schedule the rollup job, use the PledgeRollupBatch class.

by Vladimir Martinov

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s