Subscriptions / Recurring donations in Salesforce

Creating and charging subscriptions

The Salesforce NPSP models subscriptions in form of a standard object called a "Recurring Payment". A RaiseNow subscription corresponds with this Salesforce object. The Objects that are addressed when creating a recurring payment in Salesforce are:

• Contact
• Opportunity
• npe03__Recurring_Donation__c
• npe01__OppPayment__c
  

When creating the object via API based on a RaiseNow subscription, the following information will be passed to the recurring donation object in Salesforce after creating the contact (see above):

• Name - The RaiseNow subscription token
• Amount in the super unit of the given currency, e.g. EUR
• The recurring donation object will have an Open Ended Status
• The recurring donation object may link to a Salesforce campaign (optional) by passing the Campaign ID with the transaction.
• Instalment period: Will be set according to the settings of the RaiseNow subscription. Supported by both RaiseNow and Salesforce are "Monthly, Quarterly, Yearly"

See this example of a recurring donation where the first opportunity has already been updated as the corresponding RaiseNow subscription has been charged once. 

Details of the updated opportunity:

And the corresponding payment:

Cancelling subscriptions

A RaiseNow subscription may be cancelled by the donor or through the RaiseNow Manager interface. Cancelling a subscription will have the following effects in Salesforce 

The Open Ended Status for the recurring donation in Salesforce will be marked as "Closed" 

The opportunities will be marked as lost