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Looking to add: If unapprovedcheckbox__c is checked and the date is >= 7/1/25 than multiply by .2 

Current formula is: 

IF(AND(ISPICKVAL(Who_Files_SL_Tax__c, "ARMR"), YEAR(Effective_Date__c) >= 2023, ARMR_Agrees_to_Reduced_Fee__c = false), 

IF(ISPICKVAL(Commission_Type_ARMR__c, "Percent"), 

((Premium__c - Return_Premium__c) * Commission_Payable_ARMR__c) + R_D_Brokerage_Analysis_minus_300__c, 

IF(ISPICKVAL(Commission_Type_ARMR__c, "Flat Fee"), 

Flat_Fee_Commission_Payable_ARMR__c + R_D_Brokerage_Analysis_minus_300__c, 

NULL) 

), 

IF(ISPICKVAL(Commission_Type_ARMR__c, "Percent"), 

((Premium__c - Return_Premium__c) * Commission_Payable_ARMR__c) + R_D_Brokerage_Analysis__c, 

IF(ISPICKVAL(Commission_Type_ARMR__c, "Flat Fee"), 

Flat_Fee_Commission_Payable_ARMR__c + R_D_Brokerage_Analysis__c, 

NULL) 

) 

) 

Any thoughts on the best way to go about doing this?

Hi, everyone! I wanted to ask how you are tracking the following:   

Scenario: 

A donor pledges a $60,000 gift to be paid over 5 years. (Currently, we are tracking this as an Opportunity -- not as a Recurring Donation -- with a custom record type of "Pledge" and stage of "Closed Won."  Then 5 Payment records are created to track over 5 years.)  

Donor paid the first two $12,000 installments as planned, but then was unable to pay the remaining 3 payments. The remaining payment records are checked "Written Off" but 

how do you track the accurate (hard credit) amount of the gift for the Donor, because the original pledge Opportunity now shows an amount of $60,000, but the total payment amount received ONLY = $24,000? 

 Any tips are much appreciated. Thank you! :)   

@Judi Sohn @Dar Veverka @Salesforce.org MVPs @Salesforce.org System Administrators @Nonprofit Ask Me Anything (Global) @Nonprofit Success Pack

#Nonprofit  #Nonprofit Success Pack  #Donation Pledges

#Trailhead Challenges

I have an orchestrated approval with three approvers. The approval process itself is working correctly now. I'm trying to add information in the screen flow used to gather info from the approvers. I've successfully added input variables to the screen flow, but no changes that I make to the screen in the screen flow appear to the approvers. What is going on here? 

I've deleted the older versions of the screen flow. I've deleted the older versions of the orchestration flow. It looks like what is being shown is maybe the original version of the screen from the template. How would I change this?

Hello, we have an ORG with NPSP. On the contact level there are 4 email fields one is called Email and 3 more (personal email, work email, and Alternate Email) and a pick list that picks between these 3 types of email address (npe01__Preferred_Email__c) and depending on what is selected on this picklist it will automatically copy the email value on the corresponding field to the Email field. 

My question is, how can I add another email option (assistant email) to this pick list so it gets copied to the Email field? 

So far what I have is: 

1- Create assistant email custom field 

2- Add assistant email to the picklist values of npe01__Preferred_Email__c 

3- ??? 

I am not sure what the process is that once the contact is updated/created it know how to relate the picklist value of npe01__Preferred_Email__c to the corresponding of the 3 email fields and then copies that value to the Email field. 

It is not a formula field on the Email field. 

Any help would be appreciated. 

Thank you, 

previous module is completed but it can't find flow name why please resolved it 

I've created an orchestrated approval along with a custom subflow created from scratch with a customized screen components in the flow. The flow returns the expected approval value and comment. 

When I approve a record that uses this orchestrated approval, I see the following screen, not the one I created. In the flow, I can see that my subflow is the one named in the steps. Where does this mystery approval screen come from? Is there a way to substitute my own? I want to provide some additional context to the approvers. 

Below is the approval screen I created: 

Please refer the below screenshot I want to SUM the selected Number of Units and on click of Calculate Service Units I want the sum without going to the next screen