rel/3.215

版本发布时间: 2022-04-21 03:17:03

SalesforceFoundation/NPSP最新发布版本:uat/3.230-Beta_3(2024-07-30 12:53:39)

Changes

Account and Contact Sustainer Fields

We added Sustainer fields for tracking the recurring donor status at the Account and Contact level. The Sustainer fields indicate if an Account or Contact is an active, lapsed, or former recurring donor. The value is based on the Status of the related Recurring Donations. To enable the new fields:

In Setup, click Object Manager.
Click Account.
Click Fields & Relationships.
Find and click Sustainer.
Click Set Field-Level Security.
Select Read-Only for each profile where you want to allow read access.
Save the profile settings.
Click Page Layouts.
Select a page layout to edit.
Click-and-drag Sustainer onto the page layout.
Save the page layout.
Repeat these steps for the Contact object.

Accessibility Improvements

We added a label for "(opens in a new window)" to several Get Started with NPSP page components.
We made accessibility improvements for assistive tech users in Get Started with NPSP.
We made accessibility improvements for assistive tech users to Gift Entry.
To assist screen readers, we added image information to the Trailhead logo on the end user Get Started page.
We added aria text labels to checkboxes used on Get Started with NPSP pages.
We improved accessibility for GAU Allocations management in Gift Entry.
We updated the NPSP Contact Merge page to make a screen reader announcement when a user selects an empty field.
We improved the error messages on the edit Level page so they are more descriptive to screen readers.
We made all Contact Merge information accessible and accurate for keyboard-only users.
We made accessibility and error message improvements to the Engagement Plan template editor.

Deceased Household Contacts

We introduced a new feature to help you manage deceased Contacts. When the Deceased checkbox is selected on all Contacts within a Household, NPSP selects the All Members Deceased checkbox on the related Household Account. To make the All Household Members Deceased field visible for users:

In Setup, click Object Manager.
Click Account.
Click Fields & Relationships.
Find and click All Household Members Deceased.
Click Set Field-Level Security.
Select Read-Only for each profile where you want to allow read access.
Save the profile settings.
Click Page Layouts.
Click Household Layout.
Click-and-drag All Household Members Deceased onto the page layout.
Save the page layout.

Experience Cloud Donation Components

We created two Experience Cloud components that you can add to your donor portal to display your donor’s hard credit giving history. The Giving Summary component shows the total amounts for lifetime donations, donations made this year, and donations made the prior year. The Donation History component provides donation details including individual amounts and dates.

Guidance Center

If you are a new Salesforce customer, look for Guidance Center to help you to understand how to get started with setting up your org, and to be sure that you have a successful Salesforce implementation. Guidance Center is an in-app hub for admins to access resources for common tasks. We have built new NPSP specific guidance so that admins of NPSP orgs can get information on preparation, implementation best practices, and customization options. Learn more about Guidance Center.

Import or Enter Tribute Gifts

We added tribute gift fields to Gift Entry and NPSP Data Importer. The new fields on the NPSP Data Import object map to the Tribute fields on the Opportunity. These fields also work with tributes on Elevate Giving Pages.
Update your users' permissions for the new fields and add these to your page layouts:
- NPSP Data Import object:
  - Donation_Honoree_Information__c
  - Donation_Honoree_Name__c
  - Donation_Notification_Message__c
  - Donation_Notification_Preference__c
  - Donation_Notification_Recipient_Email__c
  - Donation_Notification_Recipient_Info__c
  - Donation_Notification_Recipient_Name__c
  - Donation_Tribute_Type__c
- Opportunity object:
  - Honoree_Information__c
  - Notification_Recipient_Email__c
  - Tribute_Notification_Date__c
  - Tribute_Notification_Status__c
If you have existing NPSP Data Import fields and mappings for the Opportunity tribute fields, we recommend deleting your old fields and mappings and use the packaged ones instead.

NPSP Data Importer Enhancements

In NPSP Data Importer we added the ability to process selected records in a list view. To use this new functionality, add the Import Selected Data Import Records button to your NPSP Data Import list views.
We improved how NPSP Data Importer handles Opportunity Stages. When you've not set an Opportunity Stage on the NPSP Data Import record, NPSP Data Importer uses the value in NPSP Settings for Opportunity Stage When Fully Paid.

Recurring Donation Status Automation

We added Recurring Donation Status automation settings in NPSP Settings so the Recurring Donation Status updates when a donor misses installment payments. Learn more about these settings in Automate Recurring Donation Status Changes.

Relationships Viewer Tabular Mode

We introduced a tabular view to Relationships Viewer in order to provide a version that is accessible to those who use screen readers. Tabular view is included in the current Relationships Viewer page, but you must enable it. See Manage Relationships Settings for more information.

Fixes and Minor Enhancements

We removed the API connection in the legacy NPSP Getting Started page. Users who have this tab exposed will now see static links to our YouTube playlist and GitHub releases.
We fixed an issue where the Latest Start Date on an NPSP Address record was being reset to the current date whenever the record got updated.
We removed references and links to the Power of Us Hub and replaced them with links to the Trailblazer community.
To handle aborted/failed Gift Entry batches, we added a field Latest Apex Job Id to help track the status of batches. This new field is a system field and doesn't need to be visible to users.
We fixed an issue where some users were receiving a "Required fields are missing:Household_Account__c" or similar error when creating Contacts.
We fixed a scenario where inserting or updating a Contact with a Primary Address Type, but no Address fields, would unnecessarily create, then delete, an Address record.
We fixed an issue in Relationship Viewer where data couldn't be sorted by Name in an org with platform encryption enabled.
We addressed a potential security vulnerability in our delete Contact behavior.
We tightened security around access to NPSP Settings.
We fixed an issue where if a Recurring Donation was created using the NPSP Data Importer, and with a Campaign defined, but no initial Opportunity defined, NPSP still created an initial Opportunity.
When a user creates a Recurring Donation using the "New" button, NPSP redirects the user to the newly created record.
We fixed an issue with the Relationship Viewer page where users would receive a 404 error when clicking the "Re-center on this Contact" link .
We've fixed a bug where an Open Recurring Donation could be considered Completed if the Number of Planned and Number of Paid Installments were both set to zero. This situation only occurred when modifying a Recurring Donation outside of the standard user interface such as through the Data Loader or Developer Console.
We tightened up cross-site scripting security vulnerabilities in NPSP Settings pages.
Deleted field mappings are now excluded when the default Gift Entry template is generated.
In the Recurring Donations tab, we added a list view showing all Recurring Donations. The display columns are Amount, Installment Period, and Next Payment Date.
We fixed a bug when creating new Recurring Donations where the Installment Number does not show when Recurring Type is "Fixed" by default.
We fixed an issue where certain Elevate-connected Recurring Donations could not be updated from NPSP.

Issues Closed

https://github.com/SalesforceFoundation/NPSP/issues/6695: BDI/NPSP Data Import: Duplicate Opportunities when importing Recurring Donations with Campaigns via BDI [https://github.com/SalesforceFoundation/NPSP/pull/6768]
Known Issue: Gift Entry Batches with Batch Failures or Aborted Batches Remain in a Perpetually Processing State
Known Issue: Default Primary Address Type with Blank Address Fields Cause Blank Address Record to be Inserted and Deleted
Known Issue: 404 Error in Relationships Viewer When Clicking Re-Center on this Contact Link
Known Issue: Enhanced Recurring Donations: A non-null value in "Number Planned Installments" for an Open Ended RD causes Next Donation Date to be null
Known Issue: Enhanced Recurring Donations - Users cannot enter Number of Planned Installments when defaulting the Recurring Type field to Fixed