Upon installation, the Gift Aid package adds two additional objects to your Salesforce environment:
New fields on Installments
When installing FinDock for GiftAid, several fields are added to the Installment object.
|Field Label||Field Name||Data Type|
|Gift Aid Declaration||Lookup(Gift Aid Declaration)|
|Exclude from GiftAid||Checkbox|
|Eligible for GiftAid||Formula(Checkbox)|
|Contact has Active GAD||Formula(Checkbox)|
In addition, the following fields are added.
|Valid Gift Aid Declaration||One of the valid GADs at Installment Due Due. If there is no valid GAD for the due date, but one is in the cooling off period, that GAD will be attached. If this is not the case, the field will be empty.|
|Consider for Gift Aid||This field is ‘Y’ if it should be considered for the next Gift Aid payment schedule. This field has been added for performance improvement and should not be used for any other purpose.|
|Gift Aidable Amount||If this field is filled, this amount will be used for the calculation of the amount of the GiftAid Installment. Use this only part of a donation is eligible for Gift Aid.|
Fields Changes for Contact
When Advanced Gift Aid is enabled, the following fields are added to the Contact object.
|Has Valid GAD Now||This field is for marketing purposes only and is not used by FinDock logic in any way. The values can be set by running batch Apex class “ContactsUpdateHasValidNowGadJob” or can be scheduled by scheduling Apex class “ContactsUpdateHasValidNowGadSchedule”. Value of this field will be whether the contact had a valid GAD on the date that the batch mentioned above has been run last.|
The followoing fields are deprecated:
- Active Gift Aid Declaration
- Active Gift Aid Declarations
As the validness of a GAD has become date dependent, it cannot be calculated anymore with a simple formula or roll-up summary field if a Contact has a valid GAD. Use the ‘Has Valid GAD Now’ field (see above) instead if you need to know for a Contact if he/she has a valid GAD. We primarily see marketing use-cases, for example send an email to all contacts without valid GAD.