Install from AppExchange
Head over to the Salesforce AppExchange and install our managed package: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeFuvUAF
Assign Permission Sets
After the installation has been completed, go to setup and search for permission sets and assign the RaiseNow permission set to the user you intend to use while connecting RaiseNow to your Salesforce organization.
Add RaiseNow Transaction to the NPSP Payment Page Layout related list
We recommend that you add add the RaiseNow transaction to the related list of the NPSP Payment object page layout:
Connect RaiseNow Applications
RaiseNow provides you with an integration suite that allows you to integrate RaiseNow services with certain target systems. That service is called RaiseNow Intermediary for Customer Engagement (RICE). This service runs as a dedicated instance with defined resources for each customer in a separate container to ensure that high load operations from one customer do not impact other customers.
In the following we will show you how to access this integration suite and how to configure it to integrate with Salesforce.
You will need a RaiseNow merchant administrator login to complete the steps outlined below. Please refer to this article regarding user configuration in RaiseNow.
Go to https://self-onboarding.fa.prod.rnw.io/login and authenticate with you RaiseNow Manager access credentials.
If your RaiseNow access includes merchant administrator level access for more than one merchant, choose the correct merchant from the first drop down. In the second input box, type in the identifier of the organisation as provided by RaiseNow customer success.
Choose salesforce-rice as the destination and enter the base-url you were provided with during the on-boarding process with RaiseNow customer success.
Define Source Applications
In the next step we are going to define sources for data. The E-Payment Platform will send transaction data, so we select it. As several business processes can be triggered from within Salesforce, the managed package you installed earlier is a data source as well.
In addition to that you may have other RaiseNow services already setup, such as the Peer-to-Peer platform or the DonutApp. If that is the case, please select them at this point. You will have to define credentials for each service you select in the next section.
Note: make sure you only select sources where you are sure that you have access to.
Please note, that a RICE instance can either be configured for production or test transactions. It will never process both. Note, that once you have selected production data in the setup wizard, it is not possible to switch back from production to test.
Configure credentials for the E-Payment Platform
The EPayment platform pushes transaction data to the integration suite using webhooks. The first item to configure in this step are the credentials the EPayment platform uses to authenticate with the integration suites. For example when a subscription subscribe event is triggered in the EPayment Platform.
The next input field, requests you to input your E-Payment Platform organisation identifier. If you don't know your organisation identifier check your browser bar when logged into the RaiseNow Manager.
The second pair of credentials is used, when the integration suite needs to request further information from the EPayment Platform or updates particular values of a transaction or subscription. We strongly recommend that you use a dedicated RaiseNow API user here instead of your personal RaiseNow account, as the former does not expire in its functionality. See this section on how to setup a dedicated API user within RaiseNow for this integration: How to create a new user in the RaiseNow Manager
Configure credentials for Formunauts' DonutApp integration (Document Download Service)
The DonutApp uses the RaiseNow E-Payment platform to push transaction data to RaiseNow. However, the PDF with the donors signature will not be stored on the RaiseNow platform. RICE will retrieve the PDF and push it to Salesforce. In this step you have to provide a client id and a secret so that RICE can access the DonutApp API and retrieve this document.
Configure credentials for Salesforce
Salesforce pushes updates to the integration suites just in the same way the E-Payment Platform does. So here we have to configure credentials as well.
Within Salesforce, go to setup and search for "Named credentials". You will see 2 entries for RaiseNow. Select "RaiseNow Fundraising Automation Notifications" (don't bother with the staging credentials) and define a combination of username and password. The Authentication Protocol is "Password Authentication". Note, that the pre-filled values will not be accepted.
Now copy and paste these values in the RaiseNow integration suite.
We also have to tell the integration suite where your Salesforce instance is located. Thus, within Salesforce, click on your user profile icon located at the top right of your browser window and copy the url to your Salesforce instance.
Please note, that the URL from your browser bar is different and will not work.
Then, paste the value in the appropriate field in the on-boarding wizard. You also have to specify if this the Salesforce organization is a sandbox instance or not.
If you proceed from here, RICE will execute the authentication process with your Salesforce privileges. If you are not yet logged into Salesforce, you will be asked to do so before the setup can be completed. If any of the above requirements for the Salesforce configuration where not met you will see a corresponding message on the screen.
If you see the screen below you have successfully connected RaiseNow with Salesforce.
Congratulations! You are now ready to transfer donations to Salesforce in real time. We recommend you take a quick look at the customization options for the Salesforce Tamaro implementation to find out how you can best leverage your touch point implementation.