Overview

This Payments2Us NonProfit FAQ article explains why the Current Gift Commitment Schedule lookup is not automatically populated when a Gift Commitment has a Start Date in the future. When the Start Date is in the past the schedule is populated automatically. The behaviour is due to how Payments2Us creates records via Salesforce’s Fundraising Business Process API and the fact that automatic population of this lookup is a recent Salesforce enhancement not yet handled by the current Payments2Us implementation.

Use Case / Scenario

• A Gift Commitment is created with a Start Date in the future.
• Payments2Us uses the Fundraising Business Process API to create Gift Commitment, Gift Commitment Schedule, and Gift Transaction records in Salesforce.
• When the Start Date is in the past, Current Gift Commitment Schedule is auto-populated; when the Start Date is in the future, it remains blank.
• The automatic association for future-dated commitments is a recent Salesforce change; Payments2Us plans to add native support for this behaviour in a future update.

How “Current Gift Commitment Schedule” works with Payments2Us

Payments2Us creates Gift Commitments using Salesforce’s Fundraising Business Process API, which also creates related Gift Commitment Schedule(s) and Gift Transactions. The Current Gift Commitment Schedule lookup identifies which schedule is active for the Gift Commitment. Because Salesforce recently added enhanced behaviour for this lookup, the current Payments2Us implementation does not yet automatically populate the lookup for future-dated commitments.

Payments2Us development team plans to include native support for this lookup in an upcoming update.

Relevant Questions this Article Covers

• Why is the Current Gift Commitment Schedule not populated automatically when Start Date is in the future?
• Why does it populate only when the Start Date is in the past?
• Is this caused by Payments2Us or by Salesforce Fundraising API behaviour?
• How can I populate this field for existing or new records?

Recommended Actions

1. Create a Salesforce Flow to populate Current Gift Commitment Schedule on new Gift Commitments where the Start Date is in the future. The Flow can find the related Gift Commitment Schedule under each Gift Commitment and set the lookup accordingly.
2. Bulk update existing records using Data Loader (or similar): export Gift Commitment IDs with their corresponding Gift Commitment Schedule IDs, then update the Current Gift Commitment Schedule field in bulk.
3. Request Payments2Us update — Payments2Us is working to add native support for this automatic association in an upcoming release.
4. Need help? If you’d like assistance building the Flow or performing the bulk update, contact Payments2Us Support and we can help implement the recommended solution.