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Donation Acknowledgment Receipt (Conga Composer)

samanthashain edited this page Apr 15, 2022 · 1 revision

User Story

As a Fundraiser, I need to download a personalized letter based on a single donation record. The letter template must include tax information. This will ensure that I acknowledge the contribution, steward the relationship with the donor, and remain compliant with tax regulations.

Video Tutorial

https://www.youtube.com/watch?v=lARtazY9zEs&t=1s

How to Build It

Remember, all Conga Composer solutions are a combination of `boilerplate code, base object, queries, templates, parameters, and a button.'

Base Object

The base object is Opportunity.

Recommended SOQL Queries

No SOQL queries are required for this solution.

Note: {pv0} is nomenclature for substituting the Id of the current Opportunity record into the query Note: You may need to include additional filters (record type, checkbox for tax deductible, etc) based on your organization's processes

Recommended Template

Link

To use these templates, visit the Google Drive link and locally download as a Microsoft Word file. Then, create a Template record in the Conga Composer app and upload the file

Recommended Parameters

&UF0=1

&MFTS0=npsp__Acknowledgment_Status__c

&MFTSValue0=Acknowledged

&MFTS1=npsp__Acknowledgment_Date__c

&MFTSValue1=TODAY

Purpose: The Parameters above update NPSP fields to indicate that the donation has been acknowledged. Two fields are updated accordingly.

&AC0=1 &AC1=Donor+Acknowledgement+Merged Purpose: This group of Parameters logs a Salesforce activity and sets the Activity name

&SC0=1 &SC1=SalesforceFile Purpose: This group of Parameters stores the merge result as a file related to the record.

Example of Conga Solution button text

/apex/APXTConga4__Conga_Composer?SolMgr=1 &serverUrl={!API.Partner_Server_URL_370} &Id={!Opportunity.Id}

&TemplateId=0T_002EAS854642

&TemplateGroup=DonationAcknowledgment

&UF0=1

&MFTS0=npsp__Acknowledgment_Status__c

&MFTSValue0=Acknowledged

&AC0=1

&AC1=Donor+Acknowledgement+Merged

&SC0=1

&SC1=SalesforceFile

&MFTS1=npsp__Acknowledgment_Date__c

&MFTSValue1=TODAY

&DS7=1