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Version: may-22-production

Can I replace an existing target?

If you change your bank account, you can change the target configuration in FinDock accordingly.

However, if the change requires using a new target name, you need to create a new target. This impacts picklists and associated fields on certain objects.

To replace an existing target with a newly named target:

  1. Delete the current target.
  2. Configure the new target with the new name and account information.
  3. Deploy Config to update picklists.
  4. Update records for installments, recurring payments / donations and payment schedules that used the old target.

The final step can be done manually or through scripting and Salesforce tools to perform bulk changes.