My organization is using the Salesforce npsp (non profit success pack). We use the Opportunities object for both donations and grants and separate the two by different Record Types.
When someone creates a grant or donation Salesforce automatically creates a Payment record as well. This is standard functionality for Salesforce.
On the Payment object we have a custom field called "Scheduled Date" whose data type is just a date. When the automatic payment is created because someone created a donation or grant somehow the "Scheduled Date" field is automatically filled out with the date from the Opportunity "Close Date" field.
I've checked the following Salesforce Automation systems looking for some configuration that would automatically update this field but I can't find any:
- Workflow Rules
- Workflow Actions - Field Updates
- Flow
When I go to the Payment object's "Schedule Date" field and see where is this used I don't see anything there (hoping to see it showing some automation system there).
Here is what the field looks like on from setup:
I would appreciate any insight into what is causing this field to be automatically filled out.
UPDATE Someone suggested me checking the Nonprofit Success Pack Settings which can map Donations to Payment Mappings as per this documentation: https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Configure_Opportunity_Payments.htm&type=5 I logged into SF and checked the Donations->Payment Mappings configured and there were no configurations set up to map Donation field "Payment Date" to the Payment field "Scheduled Date". Here is an image of what is configured: