Hope's Harvest Changes & Notes

Deactivate Auto-Distribution Fees on Distribution Order Object

Understand how Vol Jobs is set up

These are the basic Groundwire objects

Volunteer Job | Salesforce

Purchase Order and Volunteer Job are both record types of the Volunteer Job object that comes with Vols for SF

Deprecated the Purchase Order Layout

These two record types are redundant, as the org only uses one. I'm leaving the Volunteer Job recordtype because it is no doubt mentioned in the automation around Vols 4 Salesforce.

Also marked Purchase Order Record Type as not ACTIVE, and added Deprecated to the name

  • Picklists on Purchase Order Object: Expected Crop - All values; Glean Method - All Values; Skills needed - All Values; Vehicle Type - All Values
  • I've updated the picklists on the Volunteer Job record type to fit those.

Ways to Add a contact to a Volunteer Job

1. From the contact page, assign a volunteer to a Volunteer Job or Shift in the New Volunteer Hours related list on the contact

2. Use Find Volunteers

3. Record Hours on the shift

4. Mass Enter Volunteers Object

Not Doing This: Check Inactive Box when Harvest Date is passed.

There is an issue with the dates for this. There is too much to do for it to be automated. Taking the new field I created off the page.

can a checkbox be updated based on a date field - Answers - Salesforce Trailblazer Community

I created a formula checkbox that is called Expired Checkbox (We can rename it to Inactive as well). In the future, when the date is older than TODAY, the box will be checked as inactive. Tested by logging a Volunteer Job that was yesterday and the field works.

All the Volunteer Jobs with Harvest Dates not empty are showing Expired Checkbox if their Harvest Date is before TODAY.

 

Mileage Rate Field

In order to change the mileage rate, you go to the field in Fields and Relationships and change the formula field to reflect the new rate.

Also changed the formula to 0.585, per instructions

Using Apsona for Data Integrity

apsona__Apsona for Salesforce | Salesforce

apsona__Apsona for Salesforce | Salesforce
apsona__Apsona for Salesforce | Salesforce
apsona__Apsona for Salesforce | Salesforce
apsona__Apsona for Salesforce | Salesforce
apsona__Apsona for Salesforce | Salesforce
apsona__Apsona for Salesforce | Salesforce
apsona__Apsona for Salesforce | Salesforce
apsona__Apsona for Salesforce | Salesforce

Data Errors popup

apsona__Apsona for Salesforce | Salesforce

apsona__Apsona for Salesforce | Salesforce

Raw Products: Change Surplus Purchase field

Note: There are only 8 records populated in the Surplus Purchase field. None of them is YES, all are NO. So we can just delete this field and replace it with the values requested.

Acquisition Type Field

                              Raw Product Object

Acquisition Report

#s of raw products this CQ | Salesforce

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