Updating the Salesforce platform in the case of the notification of a supporter’s passing, and the completion of the Bequest Opportunity process is a unique scenario.
Since the supporter is deceased, you will need to progress the process via the supporter’s estate.
Firstly, record the supporter’s passing by setting the Deceased flag and Deceased Date on the Contact record.
Next, if it hasn’t already been established, you will create a new Estate Admin account for this Contact. Note, in some cases the Estate Admin account and the Bequest Opportunity will have already been created, in which case you can skip these following steps and simply update the stage and details on that opportunity. Otherwise follow these steps:
Select the Estate Admin field and click New Account.
Choose the record type of Estate Admin.
You can then fill in the details of this new account, including details about the Executor of the Will, be it a contact or an Account.
Once you have saved your Account, the link to the new Estate Admin Account will show on your original Contact.
The final step is to create a New Opportunity. The type of opportunity in this case is called a Distribution.
This opportunity type has bequest specific fields, including Bequest Estate Type, and tick-boxes for Shares and Property. You can now use this Opportunity (and others as required) to track the money from the Bequest.
Next progress through the Stages of the Opportunity as determined by your Business Process. As with your other Donation types when the money is received, you will update it to ‘Closed Won’.
The Bequest process is now complete.