Product Documentation

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====== 2026 Release Notes ======
  * [[donor360:releasenotes:097-2026releasenotes#Version 1.50|Version 1.50]]
  * [[donor360:releasenotes:097-2026releasenotes#Version 1.49|Version 1.49]]
  * [[donor360:releasenotes:097-2026releasenotes#Version 1.48|Version 1.48]]
  * [[donor360:releasenotes:097-2026releasenotes#Version 1.47|Version 1.47]]
  * [[donor360:releasenotes:097-2026releasenotes#Version 1.46|Version 1.46]]
  * [[donor360:releasenotes:097-2026releasenotes#Version 1.45|Version 1.45]]
  * [[donor360:releasenotes:097-2026releasenotes#Version 1.44|Version 1.44]]
  * [[donor360:releasenotes:097-2026releasenotes#Version 1.43|Version 1.43]]
 
==== Version 1.50 ====
Date: 2026-07-18

=== Installation Link ===
The new version of Donor 360 can be installed from:

**Sandbox:** https://test.salesforce.com/packaging/installPackage.apexp?p0=04tUo000000YRQnIAO 

**Production:** https://login.salesforce.com/packaging/installPackage.apexp?p0=04tUo000000YRQnIAO 

==== Enhancements ====
  - The Project Title field on Fund Distributions now has a validation rule applied to ensure no more than 250 characters are entered. The Project Title is used to populate the Project Title field on Funding Requests which is a field provided by the Outbound Fund Module package and is defined as a 250-character field. (US5587) 
  - New fields added to Grant Budget Balance (US5501): 
  - Unapproved Disb/Expenditure (currency) field added to show the amounts within unapproved funding requests which when approved would draw down on GBB. This field will be automatically populated by new logic coming in F360.  
  - Ending Balance Less Pending & Unapproved (currency) field added to show the ending balance after subtracting “pending” and “unapproved”. 


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==== Version 1.49 ====
Date: 2026-06-24
  
==== Enhancements ====

  - Funding Requests: a new rollup field has been added called “Last Disbursement Date”. It will show the date of the last disbursement that has been ‘Paid’. 
  - Resolved: When Disbursements are “Split” within an approved Funding Request, the Disbursement Approval records were being deleted from the original disbursement and were not recreated on the new “split” disbursements. (US5770) 
  - Resolved: Errors were occurring when updating multiple Affiliation records at the same time for a single Contact (US5948). 


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==== Version 1.48 ====
Date: 2026-04-21
  
==== Enhancements ====
  - A new Apex class was added to consolidate records for insert/update when record-triggered flows may create or update the same record multiple times.


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==== Version 1.47 ====
Date: 2026-04-14
  
==== Enhancements ====
  - A global variable was added to Grant Budget Entry trigger handlers to allow Fund 360 logic to override Donor 360 logic.


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==== Version 1.46 ====
Date: 2026-04-08
  
==== Enhancements ====
  - Resolved: When attempting to install D360 into a new client’s full sandbox we encountered installation failure referencing LAST_ACTIVITY within the Engagement Plan related list on two Account page layouts and one Contact page layout. Decided that removing these related lists from the page layouts was a quick and easy fix. 


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==== Version 1.45 ====
Date: 2026-03-20
  
==== Enhancements ====
  - Improved  error messaging within Payment Scheduler (grantPaymentManagement component). Users had experienced a spinning icon rather than seeing a useful error message. 
  - New objects created which will be used to “stage” imported data which will be processed. 
  - Contact Import Staging – used to retain data that will converted into Contact records 
  - Funding Request Import Staging – used to retain data that will converted into Funding Request records 
  - New flow templates:  
      - FdnpContactImport – a flow template serves to handle creating or updating contact records while processing the data imported into Contact Import Staging
      - FdnpFundingRequestImport – a flow template serves to handle creating or updating funding request records while processing the data imported into Funding Request Import Staging. 


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==== Version 1.44 ====
Date: 2026-01-24
  
==== Enhancements ====
  - Added Reversed Opportunity lookup field to Opportunity object. To be used within F360 to relate reversed opportunity to correcting opportunity.
  - Added "Budget Expense Method" picklist field to the Funding Request object. 
  - Altered the Budget Year formula field definition within Grant Budget Transaction object to consider the Budget Expense Method.


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==== Version 1.43 ====
Date: 2026-01-08
  
==== Enhancements ====
  - Created classes which can be invoked during a sandbox refresh to alter email addresses within contacts and affiliation, changing them to include ".invalid" at the end of the email address. The class is SetEmailToInvalidDuringSBRefresh.  
  - New: Platform Event called “Log Event” created to provide architecture for enhanced error logging and notifications within D360 and F360 processes