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Merge pull request #105 from SalesforceFoundation/feature/232
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232 Major Release / Summer '21 🌞 β›΅ 🌊
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davidmreed authored Jun 24, 2021
2 parents 555ad0d + 3adf7bf commit 44c4283
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4 changes: 4 additions & 0 deletions README.md
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Expand Up @@ -10,6 +10,10 @@ Links:
- [Power of Us Hub group](https://powerofus.force.com/s/group/0F980000000CvlMCAS/community-project-outbound-funds)
- [Install Outbound Funds](https://install.salesforce.org/products/outbound-funds)

## Latest Release

Summer '21 🌞 β›΅ 🌊

**Important note about Funding Requests as of July 2019**:
If you were an early adopter of the Outbound Funds package, the Funding Request object had a master-detail relationship with Funding Program when you installed it. However, various members of the community requested that this relationship be changed to a lookup to provide more flexibility. This change was made generally available with package version 1.15 as of 7/11/2019. To learn about updating to version 1.15, see the [Funding Request Object documentation](https://github.com/SalesforceFoundation/OutboundFundsModule/wiki/Funding-Request-Object).

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1 change: 1 addition & 0 deletions cumulusci.yml
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Expand Up @@ -27,6 +27,7 @@ tasks:
objects:
- Requirement__c
- Disbursement__c
- Review__c
- Funding_Request__c
- Funding_Program__c
- Contact
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90 changes: 87 additions & 3 deletions datasets/mapping.yml
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@@ -1,33 +1,87 @@
Accounts:
Account:
sf_object: Account
table: Account
fields:
- Name
- AccountNumber
- Site
- Type
- Industry
- AnnualRevenue
- Rating
- Phone
- Fax
- Website
- Ownership
- Sic
- TickerSymbol
- BillingStreet
- BillingCity
- BillingState
- BillingPostalCode
- BillingCountry
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingPostalCode
- ShippingCountry
- Description
anchor_date: "2020-07-01"

Contacts:
Contact:
sf_object: Contact
table: Contact
anchor_date: "2020-07-01"
fields:
- Salutation
- FirstName
- LastName
- Title
- Email
- Department
- Birthdate
- LeadSource
- Phone
- Title
- HomePhone
- OtherPhone
- Fax
- AssistantName
- AssistantPhone
- MailingStreet
- MailingCity
- MailingState
- MailingPostalCode
- MailingCountry
- OtherStreet
- OtherCity
- OtherState
- OtherPostalCode
- OtherCountry
- Description
lookups:
AccountId:
key_field: account_id
table: Account
ReportsToId:
key_field: reports_to_id
table: Contact
after: Contact

Funding Programs:
sf_object: Funding_Program__c
anchor_date: "2020-07-01"
fields:
- Name
- Description__c
- End_Date__c
- Start_Date__c
- Status__c
- Top_Level__c
- Total_Program_Amount__c

Funding Requests:
sf_object: Funding_Request__c
anchor_date: "2020-07-01"
fields:
- Name
- Application_Date__c
Expand All @@ -52,8 +106,24 @@ Funding Requests:
FundingProgram__c:
table: Funding_Program__c

Funding_Request_Role__c:
sf_object: Funding_Request_Role__c
table: Funding_Request_Role__c
anchor_date: "2020-07-01"
fields:
- Role__c
- Status__c
lookups:
Contact__c:
key_field: Contact__c
table: Contact
Funding_Request__c:
key_field: Funding_request__c
table: Funding_Request__c

Disbursements:
sf_object: Disbursement__c
anchor_date: "2020-07-01"
fields:
- Amount__c
- Disbursement_Date__c
Expand All @@ -67,6 +137,7 @@ Disbursements:

Requirements:
sf_object: Requirement__c
anchor_date: "2020-07-01"
fields:
- Name
- Completed_Date__c
Expand All @@ -81,3 +152,16 @@ Requirements:
table: Funding_Request__c
Primary_Contact__c:
table: Contact

Reviews:
sf_object: Review__c
anchor_date: "2021-04-30"
fields:
- Name
- Comments__c
- DueDate__c
- Status__c
- SubmittedDate__c
lookups:
FundingRequest__c:
table: Funding_Request__c
369 changes: 179 additions & 190 deletions datasets/sample.sql

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Expand Up @@ -62,6 +62,7 @@
<tabs>Funding_Program__c</tabs>
<tabs>Funding_Request__c</tabs>
<tabs>Requirement__c</tabs>
<tabs>Review__c</tabs>
<tabs>standard-report</tabs>
<tabs>standard-Dashboard</tabs>
<uiType>Lightning</uiType>
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Expand Up @@ -8,6 +8,10 @@
<value>false</value>
</componentInstanceProperties>
<componentInstanceProperties>
<name>enableActionsConfiguration</name>
<value>false</value>
</componentInstanceProperties>
<componentInstanceProperties>
<name>hideChatterActions</name>
<value>false</value>
</componentInstanceProperties>
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<name>facet-cfea03f7-05b2-4289-b5dd-b370eddb1a3e</name>
<type>Facet</type>
</flexiPageRegions>
<flexiPageRegions>
<itemInstances>
<componentInstance>
<componentInstanceProperties>
<name>parentFieldApiName</name>
<value>Funding_Request__c.Id</value>
</componentInstanceProperties>
<componentInstanceProperties>
<name>relatedListApiName</name>
<value>Reviews__r</value>
</componentInstanceProperties>
<componentInstanceProperties>
<name>relatedListComponentOverride</name>
<value>NONE</value>
</componentInstanceProperties>
<componentInstanceProperties>
<name>rowsToDisplay</name>
<value>10</value>
</componentInstanceProperties>
<componentInstanceProperties>
<name>showActionBar</name>
<value>true</value>
</componentInstanceProperties>
<componentName>force:relatedListSingleContainer</componentName>
</componentInstance>
</itemInstances>
<name>Facet-3e434ff4-6a9b-4377-b354-0951fe451efb</name>
<type>Facet</type>
</flexiPageRegions>
<flexiPageRegions>
<itemInstances>
<componentInstance>
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<componentName>flexipage:tab</componentName>
</componentInstance>
</itemInstances>
<itemInstances>
<componentInstance>
<componentInstanceProperties>
<name>body</name>
<value>Facet-3e434ff4-6a9b-4377-b354-0951fe451efb</value>
</componentInstanceProperties>
<componentInstanceProperties>
<name>title</name>
<value>Reviews</value>
</componentInstanceProperties>
<componentName>flexipage:tab</componentName>
</componentInstance>
</itemInstances>
<name>facet-b1444878-6707-43f0-8ada-196082626d67</name>
<type>Facet</type>
</flexiPageRegions>
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