10.2 Release update
This release is currently in development and testing and is not generally available. Release notes will be updated with more details soon.
Payment Form Changes
- CCV field is now shown parallel to the Expiry date field on the payment form.
- Regular Payment Day field can be shown in the Payments section instead of Transaction details section.
- Move “Regular Pymt Day” field from “Available” to “In the Feld Set” section of “checkoutPaymentComments” fieldset.
- In the payment form builder, Add “Regular Pymt Day” field in the Payment Comments subsection.
- Make sure the “hideTransDetails” parameter is set to true for the checkout form.
- Also Payment frequency is monthly.
- Move “Regular Pymt Day” field from “Available” to “In the Feld Set” section of “checkoutPaymentComments” fieldset.
- A new field Field Label Options is introduced on the payment form. Select the option to display either field labels or placeholders or both.
-
Amount and Frequency can be shown on the payment form's submit button. Also custom text can also be added to show donation message.
- For showing amount and frequency in the button. Go to custom labels and update the Checkout_Label_Donate_Now label
- {0} in the text will be replaced with amount.
- {1} in the text will be replaced with frequency.
- If frequency is One-Off then text from “Checkout Donate Now Once Text”. By default the value is “Once”.
Example “Donate {0} {1}” will become “Donate 30$ Monthly”
- For showing amount and frequency as text. Go to custom labels and update the Checkout_Recurring_Donation_Message label.
- {0} in the text will be replaced with amount.
- {1} in the text will be replaced with frequency.
- If frequency is One-Off then text from “Checkout Donate Now Once Text”. By default the value is “Once”.
- Example “You will be donating {0} {1}” will become “You will be donating 30$ Monthly”.
- For showing amount and frequency in the button. Go to custom labels and update the Checkout_Label_Donate_Now label
- A new checkbox field “Recurring Confirmation” is introduced on the Payment Txn object. It can be used as a confirmation field before submitting the form.
- Move “Recurring Confirmation” field from “Available” to “In the Feild Set” section of “checkoutPaymentComments” fieldset.
- In the payment form builder, Add “Recurring Confirmation” field in the Payment Comments subsection.
- For checkbox label, click on the pencil icon next to the field and update the label, also mark the field as required.
- Move “Recurring Confirmation” field from “Available” to “In the Feild Set” section of “checkoutPaymentComments” fieldset.
- Add icons in the payment method options using external stylesheets.
- A new CSS class gets added in the label of each payment method option.
- The pattern of CSS class is payment-method-NameofPaymentMethod. Example: payment-method-credit-card , payment-method-cheque etc.
- This CSS class can be used to add image in the option. Example:
-
.payment-method .payment-method-credit-card {
Background-image: URL(.......Image Url…..)
}
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.payment-method .payment-method-credit-card {
Non Profit Cloud Updates
- Previously, a new gift transaction or gift commitment was getting created if the we send the payment transaction that has been matched already to the matching process again i.e. setting the status to Receipting Complete. This is addressed as part of this release.
- Create Opportunity checkbox will be true for the DEMO merchant facility created after installation.
- Non profit cloud processing i.e. creating gift commitment and gift transaction will only be done if the Donation amount is Not 0$ on the payment transaction.
- No Opportunity is created if ONLY donation amount is present on the opportunity.
- Otherwise if both Donation Amount and Payment Amount is present e.g if you had a $100 Membership plus $220 donation, then:
- Opportunity will be created for the $100 plus tex, freight etc.
- Gift Commitment or Gift transaction will be created for $20.
- In case of a Refund transaction, Non profit cloud processing is not done.
- Gift Default Designation lookup field can be introduced on Payment txn and Payment Item. It will be populated as part of non profit cloud API processing. Make sure the field's API name is Gift_Designation_Id__c.
General Updates
- Account Id URL parameter (AAkPay__CheckoutM?aid=001QE00000Gi7MMYAZ) was not working for person accounts without including the isPersonAccount = true sharing rule for site users. This is addressed in this new release.
- Invisible reCAPTCHA version 3 is introduced in the version 10.2.
- Blackbaud Merchant Services integration updated for non CVC transactions on internal charges of Import Files, Transact Payment, Batch Entry
- License Option required now to run "Production" mode in Sandboxes or Developer orgs.
- Transact Payment Updated to save Check/Bank Transfer Details onto Payment Txn.
- Stripe, corrected issue with currencies such as JPY that do not have decimal points to not transact 100 times the amount entered.
- Payment Complete Webhook now correctly sets Donation By fields. Previously only set when Account Id also passed in.
Stripe ETFPOS terminal
- New Stripe EFTPOS terminal integration added
- Provides ability for amounts, or product to be selected and transacted on EFTPOS terminal and details to be received in Salesforce
- Ideal for organisations that accept donations or have a small product and want to have an EFTPOS terminal at reception.
Alternatively, could be used for charity auction days for recording Sales of auction items.
AddressFinder Updates
- Phone number and Email now validated as part of Checkout Form
- Mass address update now assigns Delivery Point Id and correct sets Data Validated.
10. 2 Post Upgrade Steps
Setup > Object Manager - Merchant Facility
- Add “reCAPTCHA V3” picklist value in the Captchta Type field of Merchant facility object. Ensure this is added to ALL record types.
- Deactivate all other picklist values of Captchta Type field f Merchant facility object, excluding Im Not a Robot - Strict and reCAPTCHA V3.
- Add “PricebookEntry” picklist value in the Excluded from Sites Sharing Settings field of Merchant facility object. Ensure this is added to ALL record types.
- Add “Production Allowed” picklist value in the License Options of Merchant facility object. Ensure this is added to ALL record types.