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Tax-Claim-PostInstall

the Tax Claim Package needs to work with both NPSP and NPC

NPSP uses opportunities for gifts, so fields can be added as part of the standard install

NPC uses GiftTransactions, so fields can only be added if the object exists - which the package cannot determine

This unlocked package adds fields to the GiftTransaction object and includes them in a permission set.

A permission set group allows both the Tax Claim and the Tax Claim NPC permission sets to be assigned to users

Development

To work on this project in a scratch org:

  1. Set up CumulusCI
  2. Run cci flow run dev_org --org dev to deploy this project.
  3. Run cci org browser dev to open the org in your browser.

To see changes cci task run list_changes --org dev --exclude force__,Expla*,BusinessProcessTypeDefinition,TimelineObjectDefinition,DocumentFolder,Document,ApplicationSubtypeDefinition,UtilityBar,AppMenu,Identity To retrieve changes cci task run retrieve_changes --org dev --types CustomField,PermissionSet,PermissionSetGroup --exclude force__ Release unlocked package cci flow run release_unlocked_beta --org dev

Deploy

Deploy to Salesforce

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Post install script for Tax Claim

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