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RaiseNow Fundraising Kit for Salesforce Nonprofit Cloud v1.1.0

Release Date July 31 2024

The focus of this release is support for one-off and recurring pledges from the RaiseNow Manager. This release also ships the first features direct debit support. Please note, that full support for direct debit will be provided with the next backend release.

Highlights in this release:

Support Pledges and one-off payments from RaiseNow Manager​

One-off and recurring pledges can be submitted via Tamaro and the RaiseNow Manager. This includes

  • one-off pledges via Swiss QR
  • recurring pledges vis Swiss QR
  • recurring pledges for direct debit, capturing account information but not executing charges.

In short, this gives donors the options to select LSV/Direct Debit or Swiss QR in the Tamaro as a payment option. The corresponding information is provided in Salesforce Nonprofit Cloud. For details on fields set on the GiftTransaction and GiftCommitment, please visit this section in our documentation.

This feature also adds support for any one-off transaction with other payments submitted via the RaiseNow Manager.

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Please note that the RaiseNow Manager is deprecated and functionality will be switched to RaiseNow Hub. Supporting additional features for the RaiseNow Manager is not planned.

Add support for RaiseNow Tax receipts​

The RaiseNow Hub offers functionality to generate a tax receipt for donations. Please read through the provided documentation on how to enable this in RaiseNow Hub. Once enabled, the tax receipt will automatically be generated if requested by the donor in the donation process.

This release adds support for this option for Salesforce Nonprofit Cloud. The link to the tax receipt generated will be passed to Salesforce on the GiftTransaction in two versions:

  1. RaiseNowNPOKit__DonationReceiptDirectAccess__c: The value in this property provides a direct link to the generated PDF. This is intended for further use in Salesforce. For example if you want to send this document to a letter shop or similar use cases.
  2. RaiseNowNPOKit__DonationReceiptProtectedAccess__c: The value in this property provides a protected link to the generated PDF. Clicking on this link, the supporter has to verify their details to open the tax receipt PDF. This is intended to be used in Email communication with your supporters or similar use cases.

Further improvements​

  • Failed recurring payments will now be transferred to Salesforce
  • In preparation for direct debit support, we have added LWCs for direct debit payment collection and pain.008 file generation. In addition, various new configuration options have been introduced to configure direct debit creditor accounts.
  • Improvement to the handling of permission on custom credentials provided by the managed package.