Funding Request Object

What is the Funding Request Object?

The Funding Request object (outfunds__Funding_Request__c) tracks each of the individual requests for funds made from your various funding programs.

Important note about Funding Requests as of July 2019: If you were an early adopter of the Outbound Funds package, the Funding Request object had a master-detail relationship with Funding Program when you installed it. However, various members of the community requested that this relationship be changed to a lookup to provide more flexibility. This change was made generally available with package version 1.15 as of 7/11/2019.

Configuration Instructions

Organizations who install Outbound Funds after this date will initially have a lookup relationship between Funding Request and Funding Program, but, organizations who need to upgrade their package to this version should conduct the following steps to do so:

1. Export your data, specifically from Funding Program and Funding Request.
2. Install this package which does not have a Master-Detail relationship: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tf4000004Pq3g
3. Conduct the following steps. Each of these items are deleting the dependencies on the Master-Detail field and thus will enable you to install the new package in the following steps.
   1. Delete the outfunds__Available_Amount__c formula field on Funding Program.
   2. If you have created any formula fields that reference any of the packaged or custom rollup fields listed in step c, you’ll have to delete those formula fields before you can move on to step c.
   3. Delete and completely erase (i.e., hard delete) the following rollups on Funding Program:
      1. outfunds__Requested_Total__c
      2. outfunds__Pending_Disbursement_Total__c
      3. outfunds__Disbursed_Total__c
      4. outfunds__Awarded_Total__c
      5. If you have created any additional custom rollups on Funding Program from Funding Request exist, delete them. Note: Switch to classic to completely erase the fields per the screenshots.
   4. Delete any workflows or Process Builders that link Funding Program and Funding Request.
   5. If you are using the Single Related List component on a Funding Program Lightning Page to display Funding Requests, remove it from the Lightning Page Layouts that it is on. Note that you may need to remove other types of Lightning Components from your Lightning Page Layouts, if they specifically reference Funding Requests.
   6. Delete the following reports:
      1. Funding Program Analytics
      2. Awarded Requests by Year by Program
      3. Awarded Requests Sorted by Program Codes
   7. Delete any other reports that you may have created based on the Funding Programs with Funding Requests report type. If you need help finding all reports using this custom report type, follow these instructions to create a report that shows all reports including the report type, note that reports with custom objects may appear as a report type of "Custom Object with Custom Object" and may represent multiple custom report types but this should at least narrow your list of reports to review.
   8. Delete and completely erase the Master-Detail field named Funding_Program__c from Funding Request. Note: Switch to classic to completely erase the field.
4. Install this package which contains the new FundingProgram__c Lookup field: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tf4000004PqJIAA0
5. Update the FundingProgram__c field on the Funding Request object with the value from the Funding_Program__c on the Funding Request from the export in step 1.
6. Add Funding Request as a related list to the Funding Program Page Layout.
7. Add FundingProgram__c lookup field and owner to any Funding Request Page Layout.
8. Recreate any reports, workflows or Process Builders that you’ve deleted.

You should be aware of the following when you’re upgrading the Outbound Funds package:

• As noted above, the out-of-the-box rollup fields on Funding Program (i.e., Total Available Amount, Awarded Total, Disbursed Total, Pending Disbursement Total, and Requested Total) have been removed, because a lookup relationship does not enable the creation of standard roll-up fields. However, you can create a report of report type Funding Request with Funding Program with Parent Program to calculate the summary values that have been removed from Funding Program (i.e., Total Available Amount, Awarded Total, Disbursed Total, Pending Disbursement Total, and Requested Total).
• As noted above, various out-of-the-box reports have been updated such that the deprecated Funding Program roll-up fields have been removed.
• If your organization has configured any dashboard components from any reports that have been changed, you will need to reconfigure those dashboard components.