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Salesforce Update: PaaS 9.1802140003

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  • Salesforce Update: PaaS 9.1802140003

    Upgrade assistance is available at no cost & typically takes a day to complete. Please submit your upgrade requests to the forum at: Salesforce Upgrade Assistance

    Release Date: February 21, 2018
    Version #: 9.1802140003


    IMPORTANT INSTALLATION NOTE:

    Prior to the installation of the PaaS application the following manual changes need to be made. If these fields are not set up the installation will fail.
    • Go to Salesforce Setup
    • Left hand menu: App Setup > Create > Objects
    • C&P Transaction object: edit & check the field for "Track Field History"
    • C&P Recurring: edit & check the field for "Track Field History"
    The tracking history for both of these objects will be set for a few specific fields through the post installation script. Additional fields may be added manually if needed, with a maximum of 20 according to the Salesforce limitations per object.

    Upon completion of installation of all apps go to C&P Settings > Maintenance and synchronize the update making sure all apps are up-to-date.

    New Features & Updates:
    • Salesforce Spring '18 compatibility update
    • Tracking the virtual terminal user processing a transaction. Charges made by a user will track the "User Name" of the user in the transaction record. Requested in this thread: https://forums.clickandpledge.com/fo...rtual-terminal
      • New fields added to the C&P Transaction object:
        • Processed By: CnP_PaaS__Processed_By__c
        • Credit Processed By: CnP_PaaS__Credit_Processed_By__c
      • The tracking includes:
        • Credit card number update for the recurring transaction
        • Charge Next for the recurring transaction
        • Issue credit
        • Virtual Terminal processing of payment
    • Activity History enabled for the following objects:
      • C&P Transaction
      • C&P Recurring
    • C&P Recurring:
      • New field: Credit Card Expiration Date [CnP_PaaS__Credit_Card_Expiration_Date__c]
        • The new field saves the card expiration date as a date field. Prior to this release the card expiration date was being saved as a TEXT field only given the expiration dates are provided as Month & Year. In this release the date field is being saved as the last day of the month which is a logical choice, even though it is not provided with the card. The post-installation script updates this field for all saved transactions making it possible to run Salesforce reports based on the card expiration date. Moving forward the existing field as well the new field will be updated with each transaction.
    • C&P Transaction:
      • New field: Credit Card Expiration Date [CnP_PaaS__Credit_Card_Expiration_Date__c]
        • The new field saves the card expiration date as a date field. Prior to this release the card expiration date was being saved as a TEXT field only given the expiration dates are provided as Month & Year. In this release the date field is being saved as the last day of the month which is a logical choice, even though it is not provided with the card. The post-installation script updates this field for all saved transactions making it possible to run Salesforce reports based on the card expiration date. Moving forward the existing field as well the new field will be updated with each transaction.
    • Virtual Terminal Settings: The limit for the custom question picklist has increased from 500 to the maximum value of the Salesforce's field character limit which is 32,768 characters. It is important to point out that each option in the picklist cannot exceed 500 characters.
    • C&P Transaction: Owner may be edited and changed to another user.
    • C&P Pledge: Addition of the "Created Date" to the layout
    • Addition of the following application names to the transaction data when transaction is made through the virtual terminal:
      • Single Transaction: Salesforce:CnP_PaaS_VT_Single
      • File Batch Processing: Salesforce:CnP_PaaS_VT_FileBatch
      • Report Batch Processing: Salesforce:CnP_PaaS_VT_ReportBatch
      • Quick Charge through the Contact: Salesforce:CnP_PaaS_VT_QC
      • Recurring transaction Charge Next: Salesforce:CnP_PaaS_Recurring
      • Invoice: Salesforce:CnP_PaaS_Invoice
    • Bug Fixes
      • Autoresponder: The autoresponder year was previously set to the "Week Year" rather than "Calendar Year". This has been fixed by changing YYYY to yyyy in the application.
      • Invoice: Addition of custom payment type reference to the invoice payment page.
      • Invoice: An issue with defining the custom payment type in the invoice policy.
      • Transactions posting as declined using the custom fraud policy, will post with both the authorization and credit in the same C&P Data This combined post was creating an issue with creating the transaction. The issue has been resolved by tracking both actions.
      • Custom Question Mapping: The transaction date used for Opportunity mapping was using the server time zone (EST) rather than the client time zone as set in the Salesforce User Time Zone for the following user types:
        • Transactions processed by finding the Contact or if in Fully Automatic contact matching mode: The user is the "Connected User" as defined in the Connect platform. The time zone associated with this user will be used for customization.
        • Transaction processed by the C&P Temporary Contact: The user is defined as the processing user that is logged in. The logged in user's time zone will be used for customization.
        • Invoice contact lookup field auto-fill was not matching the C&P Settings > Contacts & Accounts > Mapping Fields.
    Last edited by CnP.Support; 02-05-2019, 07:26 AM.
    Regards,
    Click & Pledge Support Department

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