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Highlighted fields provided with the RaiseNowNPOKit

Though the RaiseNow implementation aims to provide a high degree of compliance with the Salesforce interpretation of the NPC data model, there are various use cases which are not covered out-of-the-box. A complete list of RaiseNow fields is supplied here, but we want to highlight a few examples in this section.

RaiseNow Uuids​

RaiseNow provides UUIds (Universally Unique Identifier) with every record created in Salesforce. This allows you to track records in RaiseNow systems.

RaiseNowNPOKit__RaiseNowNPOKit__AccountUuid__c​

The account in RaiseNow is a subunit of the organisation. This can be used to differentiate different chapters of the same organisation, both inside RaiseNow and in Salesforce.

RaiseNowNPOKit__SubscriptionUuid__c​

The subscription designates a recurring GiftCommitment in RaiseNow. It holds the payment schedule information and is used to identify the correct GiftCommitment in Salesforce in order to associate installment payments correctly.

RaiseNowNPOKit__SupporterUuid__c​

The supporter is the closet object RaiseNow has to an account.

GiftTransaction.ProcessorReference​

This is a standard field shipped with Salesforce Nonprofit Cloud. In accordance with the data model RaiseNow, this will contain the RaiseNow payment_uuid.

Account fields​

  • RaiseNowNPOKit__SupporterLocale__c: A locale provides information about the language and region of the RaiseNow supporter associated with this account. For example:
    • de-CH: German speaking from Switzerland
    • de-DE: German speaking from Germany
  • RaiseNowNPOKit__OptInEmail__c: This is set to true if the donor checked the newsletter subscription box on the donation form.

RaiseNowNPOKit__Attachment__c on GiftTransaction & GiftCommitment​

The RaiseNowNPOKit ships with a custom field RaiseNowNPOKit__Attachment__c on both the GiftTransaction and the GiftCommitment. The purpose of these fields is to provide a vehicle for meta information that needs to be passed from a touchpoint to Salesforce. Some examples of possible use cases:

  • As a fundraiser, I want to add relationships between the campaign and donor when a GiftTransaction was received from a community fundraising page.
  • As a fundraiser, I want to assign GiftTransactions to child campaigns in Salesforce when they originate in a specific community fundraising page.
  • As a fundraiser, I want to distribute soft credits to face-to-face marketers collection GiftCommitments on the street.

The concept behind this is for client applications using the RaiseNow API to pass the required information specific to the particular use case to Salesforce without RaiseNow having to implement custom field mappings for every specific use case. So while RaiseNow implements the basic NPC data model and ensure data transport is safe and stable, customers and their SIs can use that information to build extended use cases inside Salesforce, using tools such as Salesforce Flow or custom Apex implementations.

Our RaiseNowNPOKit provides public Apex methods that can be used in Flow or Apex code within Salesforce to facilitate this. Currently, these methods support only processing of string values passed in the attachment JSON.

  • Validate JSON For Flow Map (use this to ensure the client application provided a valid JSON object)
  • Get Value From JSON (use this to retrieve specific values from the JSON object.)

Flow Example

We recommend for client applications making use of this feature to refrain from building nested JSON objects to not overcomplicate variable extraction. You can add RaiseNow custom fields in you page layouts in Salesforce to make them visible to your users in Salesforce.

Debug Slots

Tablet Fundraising Use Case​

For tablet fundraising you two additional fields are provided:

  • RaiseNowNPOKit__CrmFundraiserIdentifier__c
  • RaiseNowNPOKit__MarketingLocation__c

These fields are supported by partners to provide insights into the efficacy of marketing locations as well as calculate remunerations for face-to-face marketers inside Salesforce. By assigning the same identifier used in your tablet fundraising app to a corresponding account in Salesforce, you can match GiftTransactions for that account.

Tax Receipts​

RaiseNow supports generation of tax receipts for payments submitted via RaiseNow touchpoints. If the donor ordered a tax receipt in the tamaro widget, this will be reflected in the GiftTransaction in Salesforce by providing a URI to the generated PDF:

  • RaiseNowNPOKit__DonationReceiptProtectedAccess__c: Use this field for example in email communications to the donor. For reasons of data protection, the donor must enter specific personal details submitted with the donation to have access to that tax receipt.
  • RaiseNowNPOKit__DonationReceiptDirectAccess__c: Use this if you want to process the generated tax receipt directly in Salesforce.