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  • Receipting from PaaS

    Hello,

    We use your API both from the SF portal, as well as internally in Salesforce for our own custom Virtual Terminal. I cannot find where to set up receipting. I was told the receipting had been working but had the wrong content and then "someone did something" and now no receipts are going out. I'm just trying to figure out where they are even configured.

    Thanks!
    Sara

  • #2
    Good day Sara,

    I love the "someone did something" it is almost as good as "all I did was!""

    Please grant us login access to your account and let us know the Org ID so we can review the settings. Also what is the Click & Pledge account number?
    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/
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    Comment


    • #3
      Hello,

      I'm sorry for the delay, I was never notified of your response for some reason.

      Account Number: 26809
      Do you want the Salesforce Org ID? Or which? Salesforce: 00Dd0000000gHXb

      How do I grant login access to C&P?

      Thanks!
      Sara

      Comment


      • #4
        Good day!
        Please make sure to post your organization name & the Salesforce Organization ID so we know how to locate your instance. As part of the process we will also upgrade you to the latest instance of our applications. If you don't wish to be upgraded please let us know otherwise we will update your instance.
        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


        • #5
          Oh I thought you meant C&P Account access - I know how to grant SF login access. I thought the configuration of the receipting was done in your terminal though, not SF? If you could tell me where the receipts are set-up that would be a big step in the right direction.

          I can't find it anywhere in the C&P Admin.

          Since we only use PaaS I don;t know where else they would be?

          I gave you the org ID already in the prior post, and just granted SF login access.

          Please do not upgrade to the latest version in production! We would want to test it in expbox (our sandbox) first. That Org ID is 00DJ0000003O04M and I granted you access there as well. You do have permission to upgrade expbox, but not production.

          Thanks,
          Sara

          Comment


          • #6
            Good day!

            Do you have the link to the form?

            There is a node for SendReceipt and if that is set to false then it won't be sent.
            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


            • #7
              Hello,

              there is no form, we are using PaaS. These are all custom APEX Controllers. Where would this node be? Are you referring to a variable in a C&P method call?

              Also, I cannot find anywhere in the Admin interface where the receipts are even set-up or specified - could you PLEASE point me to that area so I can at least see what we have?

              Thanks!
              Sara

              Comment


              • #8
                Good day!

                The Class name is "Receipt".

                We reviewed your code and as highlighted below you have set the receipt to false. When in FALSE no receipt will be sent. If you wish it to be sent then set it to True.

                Please note that the default value is True and in the absence of line 237 in your code the receipt will be sent. You have specifically set it to False and as set it will NOT send the receipt.

                Click image for larger version

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                Hope this answers your question.

                Please let us know if we can be of any further assistance.
                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


                • #9
                  Good day!

                  In reviewing your account we have noticed that you are using the API Class Library 2.1005 and the new version is 2.3000. We highly recommend that you upgrade your instance at your earliest convenience.

                  If you wish for us to upgrade your instance please let us know.
                  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


                  • #10
                    Thank you very uch for identifying that - but my question is WHERE the receipt is set-up. The content of it. We have three different "products" for lack of a better term that people are paying for - we need 3 different receipts - where would I configure them?

                    Also, one receipt is *Definitely* being sent (that's just one portion of code you were looking at) and we don't know where to edit it.

                    Please advise on where the receipt creation/content is,

                    Thanks,
                    Sara

                    Comment


                    • #11
                      Good day!

                      The "System" receipt is only one receipt. It cannot be modified as it simply lists the items plus a header.

                      If you wish to change the header, the default values come from Account Info > Profile page of the portal (https://portal.clickandpledge.com).

                      Since you are using the API the receipt header may be sent as part of the XML from the program you are writing. The Organization Information will be used as the header.

                      You may also use the autoresponder but that is NOT a receipt as you are referring to. You may use the receipt template in the C&P Designer and create receipts in Salesforce and then send them based on item SKU's, campaigns, etc.

                      Just to reiterate the SYSTEM receipt is a single receipt and will include all items posted. The design of the system receipt is fixed and the only variable the header information.

                      Please let us know if we can be of any further assistance.
                      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


                      • #12
                        Good day!

                        Just as an added note- in your instance you only have the API Class Library installed and do not have the PaaS application. If you wish to use the autoresponder, as was suggested in my previous post, you need to have the PaaS application installed. The API Class Library is just the class library and does not have any other features.

                        Thought to let you know in case you try to find it.
                        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


                        • #13
                          Thank you! This makes perfect sense for why the receipt was turned off in some code - the receipt needed to be customized for certain recipients and I imagine they figured out it couldn't be so they stopped sending it.

                          Thank you,
                          Sara

                          Comment


                          • #14
                            Sorry - one more question - the "Do not send receipt" flag is set to No in the Click & Pledge portal - are you saying that setting is overwritten by this:
                            CnP_IaaS.Paas_Class.Receipt cnpReceipt = new CnP_IaaS.Paas_Class.Receipt();
                            cnpReceipt.SendReceipt = false;
                            ?
                            We are sending an APEX email with a receipt, but we have evidence one is also being sent out of the C&P portal, though I can't be sure if it is currently happening.

                            Comment


                            • #15
                              Good day!

                              The SendReceipt on & off only affects the receipt sent to the payer (donor). The organization always gets a copy of the receipt to the emails in the Account Profile > Notification Receipt field as set in the portal.

                              Organization receipt copy cannot be turned off- it is always sent.

                              I am sure the email you are receiving is the email being sent to the organization and not the patron.

                              Hope that answers your question.
                              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

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