Workflow rules are actions happening behind the scenes in Salesforce that are triggered by an event or time.
Payments2Us has a variety of workflow rules that can be activated for your organisation depending upon its needs.
For receipting workflows, please check the Payment Form 'Send Receipt by' Options first before amending. More information is available in the user manual under the 'Receipting' section.
Memberships
If you are a membership based organisation, these workflows are recommended
- Renewal reminders to individuals - How to send out first automated reminders - contact level and How to send out second automated reminders - contact level
- Renewal reminders to organisations - How to send out first automated reminders - account level and How to send out second automated reminders - account level
Refunds
If your organisation is looking for some basic approval refunds, this workflow is recommended
Notifications and Alerts
There are a number of pre-built notifications and alert workflows that are enabled by default.
The following are options that organisations can choose to enable should the need arise
Recurring Payments
If your organisation relies on recurring payments, these workflows are recommended
- How to set up recurring payments
- How to set up a recurring payment restart reminder
- How to start/stop recurring payments go into catch up mode
Batch Processing
If you use batch processing, it is very useful to have these workflow rules set up if the processing is stopped.
- If you need to deliberately stop the batch process, this workflow reminds you to restart it - How to set up the batch payments process restart reminder
- If the batch process stops unexpectedly, this workflow sends a notification to let you know - How to set up the batch payments process not running notification