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Published 20 hours ago • verified publisher icon SFDO-Community-Sprints

Donor Advised Funds

Open allisonletts opened this issue 2 years ago • 1 comments

Allison to add more detail here later...

Lots of different models for Donor Advised Funds. Can we write a recipe that shows several of that model?

allisonletts avatar Mar 03 '22 17:03 allisonletts

What package(s) are you trying to populate with fake data?

This project focuses on products developed and maintained by Salesforce and the Salesforce Open Source Commons.

  • [x] NPSP
  • [ ] EDA
  • [ ] Outbound Funds
  • [ ] Program Management Module
  • [ ] just vanilla Salesforce
  • [ ] Membership Schema

What is the scenario you're trying to support with fake data?

I want to demonstrate varying types of Donor Advised Funds:

DAF Type #1 Opp with a single advising donor. Donor A sends $200 to a NP org of her choice from its donor advised account managed by a DAF. DAF Type #2 Opp with a single advising donor Account. Donor Organization sends $25,000 to an NPO from it's DAF firm that manages its corporate giving. DAF Type #3 Opps with multiple donations. DAF Organization collects donations on behalf of multiple donors and issues a single payment to the NPO.

Should this be a separate recipe for each type or a single recipe that creates varying types of data?

What do you think is involved in this recipe?

  • Create Organization Accounts to represent DAF

  • Create Organization Accounts to represent Donors

  • Create Campaigns with parent hierarchy. Create at least one distinct Campaign per 'DAF Type'

  • Create Contacts (donors) 25-50

  • Create DAF Type #1 Opportunities Linked to the DAF Organization Account (Closed Won)

  • link to the relevant Campaign

  • Create relevant Soft Credit Opportunity Contact Roles for each Opportunity linking 1 Contact per opportunity

  • Create DAF Type #2 Opportunites Linked to the DAF Org Account(s)

  • link to the relevant Campaign

  • Create Account Soft Credit for Organization Donors linking

  • Create DAF Type #3 Opportunities Linked to the DAF Organization Account (Closed Won)

  • link to the relevant Campaign

  • Create relevant Soft Credit Opportunity Contact Roles for each Opportunity linking 5-10 Contacts each

Additional context

jenncarneiro avatar May 02 '22 11:05 jenncarneiro