RaiseNow Fundraising Kit for Salesforce Process Overview
One-off payments from RaiseNow Hub
Payments created through the RaiseNow Hub will result in creation of the following objects in Salesforce:
- (Person/Business) Account
- Gift Transaction
Recurring commitments from RaiseNow Hub
Subscriptions created through the RaiseNow Hub will now result in the creation of the following objects in Salesforce:
- (Person/Business) Account
- Gift Commitment
- Payment Schedule
Recurring payments from RaiseNow Hub
Payments created through the RaiseNow Hub that are associated with a RaiseNow subscription will result in a new Gift Transaction for the corresponding Gift Commitment in Salesforce. Successful and failed payments will be transferred.
Cancellation of recurring commitments from RaiseNow Hub
If a RaiseNow subscription is cancelled, either from Hub, via API or self-service forms, the corresponding Gift Commitment in Salesforce will be closed.
Suspension of recurring commitments from RaiseNow Hub
If a RaiseNow subscription is suspended, either from Hub, via API or self-service forms, the corresponding Gift Commitment in Salesforce will be lapsed.
Reactivation of suspended recurring commitments from RaiseNow Hub
If a suspended RaiseNow subscription is activated, either from Hub, via API or self-service forms, the corresponding Gift Commitment in Salesforce will be activated.
Always add last4 to Payment Instrument
Due to a bug in the current implementation of the Fundraising Business Process API, the API expects the parameter last4 to be always set, also if the payment method is not a credit card. If the selected payment method is not a credit card, RaiseNow will pass 4242 as the value.