RaiseNow Digital Fundraising Kit with NPC & NPSP Integration v1.0.0
New Configuration Interface
A new configuration interface allows you to switch the targeted Salesforce instance if you are not yet running in production or still targeting a Salesforce Sandbox instance. This will be particularly useful for our SI partners but also allows customers to make the switch from testing to production in their own time. Please note that the interface uses the RaiseNow manager for authentication. So you need an active RaiseNow merchant to make use of this feature.
Real-time data transfer
One-off and recurring donations are now transferred to Salesforce in real-time, once the payment has received the 'final success' status in RaiseNow which indicates that the payment has been completed successfully. This is of particular importance if you are relying on Salesforce to take over your follow up communication instead of using the built-in confirmation emails from RaiseNow. But our SI partners will also appreciate it during product demos.
Support for the RaiseNow Peer-To-Peer platform
If you have licensed the RaiseNow Peer-To-Peer platform this can now be connected to Salesforce. Campaigns created in the Peer-To-Peer Platform can now be linked to Salesforce campaigns using the merchant administration interface. Fundraising pages created for such a campaign will automatically be set up as child campaigns within Salesforce. Donations collected on the fundraising pages will be linked to the respective child campaigns within Salesforce. Fundraisers will be added to both the parent campaign and the child campaign as campaign members with the status "Fundraiser" while donors will receive the status "Donor". Please check out our documentation for more details.
Deduplication
As a default, RaiseNow will perform a simple query on the Salesforce API searching for an exact match of first name, last name, and email. However, we do also support using the Salesforce deduplication logic, utilizing Salesforce duplicate and matching rules. At the moment this requires us to deploy a piece of custom code within your Org. We will soon resolve this through supplying our own managed package. Until then, please contact support@raisenow.com
Support for refund transactions
If you trigger a refund transaction in RaiseNow, this will now be reflected on the opportunity created for the original donation by updating the opportunity StageName and adding a second negative transaction.
Support for Salesforce country picklists
We now pass the country ISO code instead of the country name to Salesforce when processing donations. This is a breaking change as it requires country picklists to be activated within your Salesforce instance. Our onboarding documentation has been updated accordingly. Please also check out this Salesforce documentation on how to activate country picklists.
Support for payment slip donations
One-off donations with payment slips will now result in the creation of an opportunity within Salesforce as well as a payment. In contrast to electronic payment methods, the opportunity will retain the status "Pledged" and the payment will not be marked as "Paid" within Salesforce.
Support for payment slip pseudo-recurring payments
If you have activated the payment slip option for recurring payments in a RaiseNow widget this will now trigger the creation of a recurring payment object within Salesforce. In contrast to RaiseNow subscriptions, RaiseNow will not execute any charge for such a pledge. Hence, opportunities will not be updated by RaiseNow, retaining the status "Pledged" and the initial payment will not be marked as paid within Salesforce.
A new configuration interface allows you to switch the targeted Salesforce instance if you are not yet running in production or still targeting a Salesforce Sandbox instance. This will be particularly useful for our SI partners but also allows customers to make the switch from testing to production in their own time. Please note that the interface uses the RaiseNow manager for authentication. So you need an active RaiseNow merchant to make use of this feature.
Real-time data transfer
One-off and recurring donations are now transferred to Salesforce in real-time, once the payment has received the 'final success' status in RaiseNow which indicates that the payment has been completed successfully. This is of particular importance if you are relying on Salesforce to take over your follow up communication instead of using the built-in confirmation emails from RaiseNow. But our SI partners will also appreciate it during product demos.
Support for the RaiseNow Peer-To-Peer platform
If you have licensed the RaiseNow Peer-To-Peer platform this can now be connected to Salesforce. Campaigns created in the Peer-To-Peer Platform can now be linked to Salesforce campaigns using the merchant administration interface. Fundraising pages created for such a campaign will automatically be set up as child campaigns within Salesforce. Donations collected on the fundraising pages will be linked to the respective child campaigns within Salesforce. Fundraisers will be added to both the parent campaign and the child campaign as campaign members with the status "Fundraiser" while donors will receive the status "Donor". Please check out our documentation for more details.
Deduplication
As a default, RaiseNow will perform a simple query on the Salesforce API searching for an exact match of first name, last name, and email. However, we do also support using the Salesforce deduplication logic, utilizing Salesforce duplicate and matching rules. At the moment this requires us to deploy a piece of custom code within your Org. We will soon resolve this through supplying our own managed package. Until then, please contact support@raisenow.com
Support for refund transactions
If you trigger a refund transaction in RaiseNow, this will now be reflected on the opportunity created for the original donation by updating the opportunity StageName and adding a second negative transaction.
Support for Salesforce country picklists
We now pass the country ISO code instead of the country name to Salesforce when processing donations. This is a breaking change as it requires country picklists to be activated within your Salesforce instance. Our onboarding documentation has been updated accordingly. Please also check out this Salesforce documentation on how to activate country picklists.
Support for payment slip donations
One-off donations with payment slips will now result in the creation of an opportunity within Salesforce as well as a payment. In contrast to electronic payment methods, the opportunity will retain the status "Pledged" and the payment will not be marked as "Paid" within Salesforce.
Support for payment slip pseudo-recurring payments
If you have activated the payment slip option for recurring payments in a RaiseNow widget this will now trigger the creation of a recurring payment object within Salesforce. In contrast to RaiseNow subscriptions, RaiseNow will not execute any charge for such a pledge. Hence, opportunities will not be updated by RaiseNow, retaining the status "Pledged" and the initial payment will not be marked as paid within Salesforce.
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