Hi, everyone!
How are other NonProfit tracking Pledge (Opportunities) with multiple payments? We currently have a Flow that sets the Acknowledgment Status field to "To Be Acknowledged" for when the first payment is created. (However, it will then be set to "Acknowledged," once Acknowledgment Letters are run.)
What criteria do you recommend for setting the value back to "To Be Acknowledged" when the next payment is received, yet retaining the value as "Acknowledged" for the final payment?
Thank you!
@Salesforce.org MVPs @Salesforce.org System Administrators @Nonprofit Ask Me Anything (Global) @Judi Sohn @Dar Veverka @Nonprofit Hub @Nonprofit Success Pack
We have rollups on the opp for # of payments and # of payments received, as well as remaining balance. I made a flow such that when the Acknowledgement status is "Acknowledged" and a new payment comes in, it checks to see if there are remaining payments. If there are, it resets the value to "To be Acknowledged" otherwise it remains as originally updated. I have chatter feed tracking on the acknowledgement date and status field as well.
