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Salesforce PaaS Update: Spring '20 Release

Updated

Release Date: March 31, 2020
Version: 9.2004220013

Free upgrade assistance available. Please grant "Click & Pledge Support" access and post your request to: request your free upgrade. Please include your Salesforce Organization ID with your post. One last request- in response to COVID-19 requirements, our team is working from home with "home-like" internet connectivity. We will do our best to finish all requests in a timely manner but it may take a bit longer than normal. We ask that you please be patient as we move through all requests. Thank you.

 

Release Notes:

  • It is important that connection is re-established after the upgrade. Important information is exchanged between Salesforce & CONNECT as part of this update. To establish connection, please follow the steps listed in the KB article: https://support.clickandpledge.com/hc/en-us/articles/36951519191195-CONNECT-Third-Party-Integration#Salesforce
  • C&P Data will be processed AFTER INSERT, processing as Queueable handler, as compared to BEFORE INSERT in the prior releases. This change ensures all data post to Salesforce prior to any action or triggers acting on the data.
  • C&P Data will no longer be inserted in Salesforce by CONNECT but will post to a trigger that manages all external / internal interactions with C&P apps.
  • C&P Data Re-post: Prior to this release the C&P Data was being deleted and re-inserted for Re-Processing of the posted data. This action was changing the Record ID of the C&P Data. In this release the data will not delete but will re-process ensuring the Record ID is intact and as such matches the record originally saved in CONNECT. Addition of "Replace answer with blank" as a condition in the custom question mapping.
  • Maintenance > Auto process C&P Temporary Contacts if Contact exists: Change of processing interval from 3 hours to 5 minutes.
  • C&P Data Re-Post: Prior to this release duplicate posts were being ignored. In this release a duplicate will force delete the existing data and re-processes the transaction.
  • C&P Account: The notification list and other account information will post from CONNECT. Error notifications will be sent through Salesforce using the email list as provided in CONNECT. To change the notification list, the update needs to be made in CONNECT.
  • C&P Recurring > Edit Credit Card Info: Option to send a receipt with $0 pre-authorization to the card holder.
  • C&P Temporary Contact > addition of the C&P Data Info to help with reviewing any errors that may have occurred during processing. The information also includes a link to the C&P Data record.
  • C&P Data > addition of the C&P Temporary Contact as a related list to help with cross checking of created records.
  • C&P Transactions > Issue Credit: Prior to this release expired cards could not be credited as it was assumed that the credit will not work. Some issuing banks allow for expired cards to be credited and while it is not possible to know with 100% certainty which cards allow for credit to be issued when expired, trying to issue credit will either authorize or decline.
  • C&P Data > Custom Question nodes: Addition of CDATA tag to the custom question nodes allowing for special characters, e.g. &, in the answers.
  • C&P DATA new nodes added: New nodes added for ProPay (ONLY) settlement report information as well as bounced and ACH returns for eChecks transactions.

HTML Code:

<BatchSummary>
<Deposit>
<SweepBatchID>2370901</SweepBatchID>
<TransactionDate>2018-06-04 14:51:38</TransactionDate>
<FundDate>2018-06-05 01:05:15</FundDate>
<SweepDate>2018-07-20 00:00:00</SweepDate>
<GrossAmount>1.00</GrossAmount>
<DiscFee>-0.04</DiscFee>
<PerTrans>-0.35</PerTrans>
<NetAmount>0.61</NetAmount>
<ResponseCodeDescription>Approved and completed.</ResponseCodeDescription>
</Deposit>
<Refund>
<SweepBatchID>2370901</SweepBatchID>
<TransactionDate>2018-06-06 14:24:49</TransactionDate>
<FundDate>2018-06-06 14:24:49</FundDate>
<SweepDate>2018-07-20 00:00:00</SweepDate>
<GrossAmount>-1.00</GrossAmount>
<DiscFee>0.00</DiscFee>
<PerTrans>-0.37</PerTrans>
<NetAmount>-1.37</NetAmount>
<ResponseCodeDescription></ResponseCodeDescription>
</Refund>
</BatchSummary>
  • Cosmetic: Change of C&P Data > C&P Data ID > Display Format from "Transaction-{auto number}" to "CnP Data-YYMMDD-{auto number}". The change will help with identifying C&P Data records in the recycle bin, if deleted.
  • Cosmetic: Coloring a deleted mapped record in red to help with identifying missing maps.
  • Optimization for Salesforce Spring '20 release
  • Legacy connection to Salesforce using UserId, Password, and Token will no longer be supported. Backward connectivity with legacy portal will be removed.
  • Additional permissions added to the Site Guest User permission set to accommodate the new Salesforce security features.
  • Salesforce Site's new "Site Guest User Default Owner" field will pass to the transaction as the "Processed By" user.
  • Invoice: Items with zero quantity will not post for processing and will be ignored.
  • Invoice: Invoice Date & Due Date will no longer show time as part of the format.