Creating subscriptions
The Salesforce NPC & NPSP models subscriptions in form of a standard object called a "Recurring Donation". 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
-
RaiseNow__Subscription__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. If NPC & NPSP naming rules are defined these will take precedent.
- 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 subscription.
- Enhanced Recurring Donations:
- Installment periods will be passed as permutations of monthly donations. The following default options are supported
- Interval: Monthly, Frequency: 1 (monthly payments)
- Interval: Monthly, Frequency: 3 (quarterly payments)
- Interval: Monthly, Frequency: 3 (quarterly payments)
- Interval: Yearly, Frequency: 1 (yearly payments)
- Installment periods will be passed as permutations of monthly donations. The following default options are supported
- Legacy Recurring Donations: Installment period: Will be set according to the settings of the RaiseNow subscription. Supported by both RaiseNow and Salesforce are "Monthly, Quarterly, Yearly".
Collecting Payments
- Opportunity
- npe01__OppPayment__c
- RaiseNow__Transaction__c
- RaiseNow will identify the next open opportunity for the recurring donation object
- RaiseNow will create a payment object for that opportunity. The payment will be marked as "Paid" and reference the RaiseNow transaction identifier
- RaiseNow will create an RaiseNow__Transaction__c object linking to the payment and the opportunity
- The opportunity will be updated to "Closed / Won"
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 in the following ways:
- The donor can cancel their subscription (if this feature is enabled in RaiseNow)
- The RaiseNow merchant administrator can cancel the subscription through the RaiseNow manager interface
- A Salesforce user can mark the NPC & NPSP Recurring Donation object as Closed
- A Salesforce user can click the "Cancel Subscription" button on the RaiseNow subscription object.
Cancelling a subscription will have the following effects in Salesforce. If the cancellation is initiated in Salesforce the change will be automatically propagated to RaiseNow. If you have configured email notifications via RaiseNow, the donor will be informed via email about the cancellation.
The Open Ended Status for the recurring donation in Salesforce will be marked as "Closed"
The pledged opportunities will be marked as lost (legacy recurring donations only)
The RaseNow subscription object will be marked as "inactive" in RaiseNow
A subscription that is cancelled by the donor or within the RaiseNow management console will execute the same process, marking the recurring donation as "Closed" in Salesforce.
Comments
0 comments
Article is closed for comments.