Automation

Flows

Salsa Payment Type update - This automation copies the value that Salsa puts into its own field for payment method to the value used on all other opportunities. If salsalabs__salsa_Payment_Type__c is not blank and Payment_Method__c is blank, copies the value from Payment Type into Payment Method. If the Payment Type option does not match the current picklist values, checks the Payment_Method_Flow_Update_needed__c field.

Opportunity_HH Soft Credit - When a new opportunity is inserted on an organization account (not Household) if there is a person in the Primary Contact field for that opportunity, finds other members of that person's household and gives them a Soft Credit opportunity contact role. (The primary contact already gets a soft credit contact role through NPSP triggers.)

Flags

There are several flags/banners that may appear on Contact records as conditionally-displayed Lightning record page components that indicate things like being a CAC member, board member, etc. These flags are created using the Lightning Messaging Utility and show or don't show based on values in underlying fields, as detailed below.

Membership Flag - If the field CAC Member? is not null, this flag will show. See the Membership page for more info.

501c4 Person Flag - If the field 501c4 Person = true, this flag will show. See Action Fund for more info.

Board Member/Alumni Flags - Display for board members and former staff. (For more information, see this page.)