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- NPC Fundraising Gift Commitment (Schedule) Flows and Components adapted for use with FinDock. Can be customised further after deployment to environment.
vipps-get-charges
Public- A simple scheduled Flow template that sends emails when a Bank Feed account authorization is expiring soon (within two weeks) or has expired, meaning no transactions can be imported.
- Screenflow to be used on Person Accounts that creates Gift Transaction & processes credit card payment using the FinDock Virtual Terminal (Stripe & Worldpay compatible)
- Code examples of how to integrate FinDock with Salesforce Sites / Experience Cloud. Includes detailed blog with instructions.
findock-healthcheck-npsp
Publicmoto-screen-flow
PublicScreen flow that enables users to create an NPSP Opportunity directly from a Contact record and process a Mail Order/Telephone Order (MOTO) payment using FinDock's MOTO component- Batch Apex job that automatically identifies duplicate SmartDebit reports in Salesforce
- Solution to segregate user access to reconciliation files being uploaded to Chatter groups for FinDock. Useful in scenarios where a single Org is used by multiple entities (geographies, for example).
autogiro-mandate-pdf
Publicguided-matching-examples
PublicExamples of guided matching rulesets that can be used as implementation starters or inspiration. Includes examples for for instance CAMT.053 file import..github
Public- Integrate FinDock into NPC Fundraisings' Gift Entry feature.
GAD-contact-info-flow
Public- Example of a full user journey that creates an NPSP recurring donation record including pre-requisites like Contact / Account records. Includes payments with FinDock. Created in Salesforce Flow and can be customised to org-specific needs.
findock-fr-template
Public- Visualisation of segmentation of payers / donors through an RFM model. Works with Salesforce NPSP and FinDock.