When a recurring donation is created via the DonutApp several additional objects and fields are addressed.
Solicitors for Face-to-Face Donors
For a new one-off or recurring donation the DonutApp may pass the Salesforce ContactId of a fundraiser. If the corresponding parameter is present in the RaiseNow transaction or the RaiseNow subscription, RaiseNow will automatically create a relationship between the donor and the fundraiser.
The resulting Opportunities in Salesforce will automatically have a corresponding contact role record.
You can leverage this feature to automatically assign soft credits to your fundraiser using the corresponding functionality in NPSP. See https://powerofus.force.com/s/article/NPSP-Automated-Soft-Credits#ariaid-title4 for details.
To make use of this feature you have to create your fundraisers as Contacts within Salesforce. The DonutApp has support for assigning the Salesforce ContactId to the fundraiser on the street.
Support for Direct Debit Mandates
The DonutApp allows your fundraisers to collect direct debit mandates on the street, including the signature.
When such a donation is received, RaiseNow will create an object for the bank account and a direct debit mandate object.
The linked bank account will contain the provided IBAN and bank name.
And the linked direct debit mandate object will contain the signature status and the PDF as an attachment.
Support for Fundraising Teams and Marketing Locations
The RaiseNow managed package provides a new object for Fundraising Teams. Teams can be created as objects within Salesforce and the corresponding Id can be configured in the DonutApp. The DonutApp will pass this value as a parameter to RaiseNow.
You can also configure marketing locations in the DonutApp. These will be passed as simple strings and are also present on the RaiseNow Transaction and RaiseNow Subscription record in Salesforce.
You can leverage this data in custom report types to check the performance of particular teams or locations within Salesforce.