https://www.fdnpartners.wiki/ 2026-09-02T23:45:38+00:00 https://www.fdnpartners.wiki/ https://www.fdnpartners.wiki/lib/exe/fetch.php?media=logo.png text/html 2026-08-25T21:29:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.fdnpartners.wiki/doku.php?id=donor360:postinstalltasks:accountscontactsaffiliationsaddresses&rev=1787693387&do=diff Accounts, Contacts, Affiliations & Addresses Overview * Select Setup>Object Manager then select each object listed below and work through the settings. Content * Accounts * Contacts * Affiliation * Address Accounts * Select Page Layouts * Select Household Layout (FDNP) text/html 2026-08-28T14:18:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.fdnpartners.wiki/doku.php?id=donor360:postinstalltasks:flows&rev=1787926715&do=diff Flows Overview The Contact Import Staging object/page has fields where Middle Name and Suffix can be captured and a flow that will map them to the contact object. However, your org may not use those fields or want that functionality. Make adjustments to the Name Settings as instructed below then make edits to the flow based on your org's settings. text/html 2026-08-25T20:46:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.fdnpartners.wiki/doku.php?id=donor360:postinstalltasks:npspsettings&rev=1787690772&do=diff NPSP Settings Overview From App Launcher, Search and Select NPSP Settings and work through the settings. NOTE: NPSP Settings page takes a minute to load. The NPSP Settings includes many areas of configuration for your NPSP org. The following are critical places for setup important for Donor 360. text/html 2026-09-01T17:45:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.fdnpartners.wiki/doku.php?id=donor360:postinstalltasks:permissions&rev=1788284701&do=diff Permissions Overview * This section will walk through verifying settings and assigning the Donor 360 Standard User Permission Set, then creating a new Permission Set to add additional required access for Users. Content * Verify Settings for Permission Set * Assign Permission Set to Users * Create New Permission Set * Public Groups * text/html 2026-09-01T17:29:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.fdnpartners.wiki/doku.php?id=donor360:postinstalltasks:profiles&rev=1788283781&do=diff Profiles Overview Foundation Partner Donor 360 uses a cloned version of the Standard User Profile in the package (FDNP Standard User). Typically, clients will clone this profile, rename it then update according to the organization's preferences. A text/html 2026-09-01T18:34:13+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.fdnpartners.wiki/doku.php?id=donor360:postinstalltasks:schedule_apex_jobs&rev=1788287653&do=diff Schedule Apex Jobs Overview * This section will walk through scheduling Apex Jobs that will run in the background. Content * Apex Jobs to Schedule * How to Schedule Apex Job Apex Jobs to Schedule * GrantPaymentRollup_BATCH * GrantRollup_BATCH How to Schedule Apex Job It is preferrable to schedule Apex Jobs as an Integration User or another User record that isn't attached to a System Administrator user. If an Integration User has not yet been created, schedule these jobs as S…