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2020 - Q1 Beta Release

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  • 2020 - Q1 Beta Release

    Production Release: Announcement & Release will be on March 18, 2020


    This beta release includes a major change in how data is being handled when posted from CONNECT and other applications. Our team is actively testing this release and we ask that our clients inform us about any issues that they may experience when installing this application. The following summaries the change.

    Since the initial release of the Salesforce applications, data posted to Salesforce has always been acted on BEFORE INSERT. In other words, before the data inserts as "C&P DATA" in Salesforce, all actions are processed, e.g. contact, opportunity, customization, mapping, etc., before the data is stored. This treatment, while fast, creates challenges when an error is being generated due to any reason, e.g. 3rd party applications, SQL limits, CPU limits. Salesforce's flexibility allows all applications and custom triggers to act on each other and any insert, update or recorded data. Customers with many triggers and workflows at times experience Salesforce limits exceeding and such errors block the data from being inserted.

    The new treatment of data changes the order of operations from BEFORE insert to AFTER insert. This treatment ensures that all data is stored first and then acted on. The storage first, process later order will help with minimizing data posting errors and help with debugging of custom triggers and 3rd party application interactions. Given the nature of the change and how it may affect custom codes we ask that this beta be tested in your sandbox instance as it may require changes in how custom triggers are written.

    Please post any issues you may face with this beta in this thread.

    API Class Library

    Release Date: February 6, 2020
    Version: 6.2002000101


    Installation Link:
    HTML Code:
    https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0L000000RJAV
    Release Notes:
    • Optimization for Salesforce Spring '20 release

    PaaS

    Release Date: February 6, 2020
    Version: 9.2002210216


    Installation Link:
    HTML Code:
    https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0L0000005Dis
    Release Notes:
    • Important Change: C&P Data will be processed AFTER INSERT 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 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 simply 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 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 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

    Event Management

    Release Date: February 6, 2020
    Version: 5.2002110304


    Installation Link:
    HTML Code:
    https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0o000002ZtjT
    Release Notes:
    • Registrations > Registrant detailed page> 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.
    • Cosmetic: Addition of Swiper1 start & end date to the Swiper1 Access page.
    • Addressing the Google Chrome SameSite cookie behavior change. See note: http://releasenotes.docs.salesforce....e_samesite.htm
    • Optimization for Salesforce Spring '20 release
    Last edited by CnP.Support; 02-27-2020, 07:56 AM.
    Regards,
    Click & Pledge Support Department

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  • #2
    Currently, when a transaction hits an error as it is trying to come into SF, the C&P data record does not get created and an email is sent to those on the error list. Then staff will go in and attempt to re-post after making any necessary adjustments on the SF records. After this update, since the C&P data record will make it into SF before hitting an error, how will anyone be notified that something went wrong? Will we rely on SF generated error messages, will the C&P data record create a Temporary Contact to be reviewed? Thanks for your input here.

    Comment


    • #3
      You will continue to get a notification just as before, but because the C&P Data record will be written before any further processing is attempted, you will be more likely to have the C&P Data in Salesforce. The primary difference you should experience with the change is less posting errors.

      Hope that helps, Amanda
      C&P Live Support
      Last edited by CnP.LiveSupport.AB; 02-13-2020, 04:11 PM.
      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

      Comment


      • #4
        Date: February 27, 2020

        Release Update:

        We are postponing the public release of the beta to March 18 as complying with the new Salesforce security changes in the code is taking longer than anticipated. The new security changes in Salesforce is directly affecting the Event registration pages and as such requiring major changes in the program. The beta releases will be production ready and will be released on an ongoing basis.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment

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