eService-NPC-Compatibililty

Holds post-install metadata to make eService compatible with Nonprofit Cloud orgs, specifically with Person Accounts

Pre-requisites

If you haven't already installed and configured eService, see the Installation Instructions

Deploy

Setup

Record Types

Ensure that only the following record types are active for any profiles using eService

• Person Account
  • Client Person Account
  • General Person Account¹
• Intervention (Attendance__c)
  • Course Attendance
• Service Referral (Referral__c)
  • Internal
  • Outgoing

Page Layout Assignments

The following page layouts should be assigned to the listed Record Types.

Person Account²

Record Type	Page Layout
Client Person Account	Client Person Account Layout

Intervention (Attendance__c)

Record Type	Page Layout
Course Attendance	Course Attendance Layout

Service Referral (Referral__c)

Record Type	Page Layout
Internal	Internal Layout
Outgoing	Outgoing Layout

Permissions

Permission Set Groups

• eService Permissions: Base permissions for eService Users. Assign this to all users who need access. Ensure that you are assigning the eService Permissions GROUP to the user, and not the Permission Set with the same name.

Permission Set

• eService Admin: Additional permissions to eService admins. Assign this to users who will create and edit Programmes. This should be assigned in addition to eService Permissions

If custom objects/fields are created as part of an org's develoment, it's recommended that they be put in a separate permission set. The custom permission set can then be added to the eService Permissions Permission Set Group.

Developers

This repo is a CumulusCI. A scratch org can be generated by cloning the repository and running the command

cci flow run dev_org --org dev

Footnotes

1. "General Person Account" may be labeled simply "Person Account" if eStart was not installed. It's recommended that you relabel it to "General Person Account" (Only change the Label, do not change the Name.) ↩

2. Other record types and page layout assignments may be required for Account and Person Account if you have not installed eStart ↩