Hi Experts,
- We have a requirement to show the remaining balance amount on a Gift Commitment when the Schedule Type is set as Recurring.
- The remaining balance should be calculated using:
Total Gift Transaction Amount - Total Paid Gift Transaction Amount
- The issue is that for recurring Gift Commitments, we cannot access all upcoming Gift Transaction records because they are only displayed in the Lightning component.
Could anyone please confirm whether it is possible to retrieve or calculate the remaining balance amount in this scenario?
@Nonprofit Hub@Fundraising@Salesforce.org System Administrators@Nonprofit Cloud (Agentforce Nonprofit)
7 réponses
That is a complex question. The remaining balance for recurring gifts is not always readily visible in the standard reports. It is possible that a custom formula field is required. A consultant can assist you in establishing that correctly.
