Funding Request Import Staging
This section is for understanding how to use the Funding Request Import Staging object. The object is designed to assist in importing grant records from another system for processing in Salesforce.
Content
Custom Fields
- Application Date
- Approved Amount
- Approved Date
- Board Date
- Close Date
- Contact First Name
- Contact Id
- Contact Last Name
- Contact Title
- Error Message
- ExtSysId
- Fund Id
- Funding Request
- Funding Request Status
- Organization Id
- Organization Name
- Payment Amount
- Payment Ext Sys Id
- Payment Scheduled Date
- Processed Date
- Processing Notes
- Project Description
- Project Title
- Recommended Amount
- Requested Amount
- Requested For
- Source
- Special Instructions
- Status
Flow
This flow is an auto-launced flow that triggers when a Funding Request Import Staging record is created. The flow looks for existing Funding Request, Disbursements, GAU Expenditures, and creates or updates records.
- FdnpFundingRequestImport
Creating Funding Request Import Staging
Typically, the Funding Request Import Staging records are populated using data extracted from an external system to a .csv file and then imported using a Salesforce import tool. There are External Ids for all of the records connected including: Funding Request, Contact, Organization, Payment/Disbursement and Fund. Updates to the records in Salesforce can be made by exporting data from the external system and then loading to the staging table. A flow uses the External Ids to find and create/update the records.
The screenshot below is an example of a Funding Request Import Staging record that updated an existing Funding Request record. Click the Funding Request link to see the updates made to the record.
The screenshot below is an example of a Funding Request Import Staging record that created a new Funding Request record.
The staging record after saving shows it's been processed and links the Funding Request record. Click through to the Funding Request record to see the details.
Click the Disbursement tab and select the Disbursement record. Note the Disbursement information as well as the GAU Expenditure informaiton
