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Nimble Action: Add Donation To Proforma Order

Overview

The Add Donation to Proforma Nimble Action is specifically tailored for associations to seamlessly integrate donation contributions into their pro forma orders. Nimble Actions are Nimble AMS specific Salesforce Apex Actions, designed with App builders in mind, to configure in the association’s org and automate the inclusion of donation products into their order processing.

Associations often seek mechanisms that enable them to incorporate donations into their order management system without friction, and Nimble AMS is introducing the Add Donation to Proforma action to serve this exact purpose. This ensures that your association member’s charitable contributions are not only recognized but also seamlessly processed within the overarching Proforma Order architecture.

Input

Input

Type

Description

Anonymous

Boolean 

This indicates that the donation was made anonymously.

Bill To Id

Text

The salesforce ID of the billed account.

Customer Id

Text

Salesforce ID of the account placing the donation.

In Honor Of

Text

ID of the account the person or entity that the Donation is made in honor of.

In Honor Of Contact Email

Text

The email address to be contacted for the individual or group the donation is in honor of.

In Memory Of

Text

The name of the person or cause the Donation was made in the memory of.

List of Donation products ids

Text

List of all donation product ids for the order.

Order Id

Text

ID of the order the donation is linked to. (Ex. if a donation is added to an existing order)

Selected Price Class Id

Text

ID of the price class to apply to the donation product.

Output

Output

Type

Description

Error Message

Text

An error is returned if the process fails. That is, the screen is populated with an error message if Success is false.

Is Success

Boolean 

This indicates whether the process was successful or not. If True, then the operation was successful.

Order Id

Text

ID of the order are returned, and this matches the Input order Id.

Nimble Actions Library

Invocable Actions (Salesforce)

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