Fund Roles are a related object to Funds. You can list as many contacts as necessary for Fund Roles

1. Once you click New Fund Role from the Fund you started from it will populate in the Fund lookup
2. Find the appropriate Contact record
3. Mark the Status as Current
4. Find the appropriate Role
5. Put in a Start Date
6. Click Save

There are 5 related lookups on the opportunity that correspond to the Fund Roles of the linked Primary Fund. If that Primary Fund does not have any Fund Roles then it will look to it's Parent Fund. These will be set based on an opportunity's primary fund but can be manually overridden if necessary. These fields are also populated on the related payment records but will always stay in sync with what is on the opportunity so you will only need to modify them in one place if needed.

These fields are populated by the following logic:

• TCI
  • Development Coordinator is populated with the current Project Coordinator Fund Role
  • Director is populated with the current Project Director Fund Role
  • Development Manager is populated with the current Project Specialist Fund Role
  • DAF Program Manager is not populated
  • Secondary Contact is populated with the current Secondary Contact Fund Role
• TCF
  • Type = DAF Mid-Term or DAF Long Term
    • Development Coordinator is not populated
    • Director is populated with the current Fund Advisor Fund Role
    • Development Manager is not populated
    • DAF Program Manager is populated with the current DAF Program Manager Fund Role
    • Secondary Contact is populated with the current Secondary Contact Fund Role
  • Type = Any other type
    • Development Coordinator is populated with the current Program Associate Fund Role
    • Director is populated with the current Program Officer Fund Role
    • Development Manager is populated with the current Development Manager Fund Role
    • DAF Program Manager is not populated
    • Secondary Contact is populated with the current Secondary Contact Fund Role

1. If the Status on a fund role is blank the system will assume it's current. The only way to stop a fund role from populating on future opportunities is to mark the status as former.
2. If more than one "current" fund role is found for the same role the system will chose the first one found at random.
3. Changing the primary fund will not update the fund roles on the opportunity. The only way to do this is manually updating on the opportunity record.
4. If a fund role is marked as former it will not update all of the related opportunities. This will need to be changed manaully.

Each of the lookups on opportunity will populate with a backup contact if no appropriate fund role is found for that type of fund (TCI vs. TCF and type). To change these settings you would put the Salesforce Contact ID fort the person who should be the default in this custom setting: https://tidescanada.my.salesforce.com/setup/ui/listCustomSettingsData.apexp?com.salesforce.visualforce.ViewStateCSRF=VmpFPSxNakF4Tnkwd01pMHhNVlF4TmpvMU16b3lOaTQ1TWpoYSxtQk9nbFBDVG9YT0thdTk3QWR3MzczLE56RTNPVGcz&com.salesforce.visualforce.ViewStateVersion=201702012055140360&CS_Defn_View%3ACS_View=CS_Defn_View%3ACS_View&CS_Defn_View%3ACS_View%3AtheDetailBlock%3AdetailButtons%3Amanage=Manage&id=a3o&retURL=%2Fsetup%2Fui%2FviewCustomSettings.apexp%3Fsetupid%3DCustomSettings%26id%3D01I61000001KsKw

At the moment that ID is for Christopher Chan.

Keep in mind if that lookup is not populated by the logic (for example DAF Program Manager for any TCI opportunity) then it will not get this default. Only the lookups that should be populated will resort back to these settings if there is not an appropriate role found.

The contacts that are populated on the Opportunity and Payment lookups will receive notifications when paid payments are made. However that contact needs to have the following information:

1. An email address in one of their email address fields
2. A preferred email selected for the email address that should receive these notifications
3. No Stewardship Notifications checkbox should be unchecked

There are four process builder processes that will send email notifications to the contacts in those lookups. The logic is slightly different for each (based on amount) but the general logic goes a payment must be paid, must be over a certain amount of money ($1000+ for Development Managers and DAF Program Managers but any positive amount for Directors and Secondary Contacts),  the contact must have an email address and not have No Stewardship Notifications checked off on their record, and it will only go out for the first payment of a recurring donation but all payments for finite multi-payment opportunities.

The three email templates being used to notify these contacts are located here: https://tidescanada.my.salesforce.com/00X?setupid=CommunicationTemplatesEmail&retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DCommunicationTemplates&rowsperpage=10000

When a user marks a Fund Role as Former there is going to have to be some manual cleanup work. First that user will get assigned a task related to that Fund Role called Update Fund Roles on Opportunities. That is being set by the Process Builder process called Fund Role Status Change.

That task will contain a link to this report: https://tidescanada.my.salesforce.com/00O61000003vA8F which can be used to find which opportunities will need to be manually updated.

1. Change the filter to be the appropriate lookup (Director, Development Coordinator, Development Manager, etc.)
2. Change the person to be the person you just marked as Former