A simple screen flow for use from a Contact record to create a Recurring Donation in NPSP, including the creation of a FinDock Payment Profile for storing the account details for BACS. The flow also harnesses FinDock's bank account checker to validate the account number and sort code before creation.
Simply install and activate the flow (Screen Flow - BACS Recurring Donation). You can then include it on your Contact page layout or trigger it an Action on the Contact object. (When adding to a Page Layout, make sure to tick the checkbox to Pass the record ID into the variable recordId.) To deploy the flow to your Salesforce environment, you can:
- use
sfdx. - press the "Deploy to Salesforce" button at the top of this README and then press "Login to Salesforce" in the top right of your screen.
- any other deployment method you prefer.
This is only meant to be a starter to get you going - feel free to customise this flow to meet the needs of your nonprofit with additional fields and actions.
When contributing to this repository, please first discuss the change you wish to make via an issue or any other method with FinDock before making a change.
FinDock Labs is a non-supported group in FinDock that releases applications. Despite the name, assistance for any of these applications is not provided by FinDock Support because they are not officially supported features. For a list of these apps, visit the FinDock Labs account on Github.
This project is licensed under the MIT License - see the LICENSE file for details