Causeview Fundraising Aug '20 Release

This release of Causeview Fundraising introduces a new option for Payment Processing via an integration with Safesave Payments. New and existing customers can now leverage the integration.  A key feature of Safesave is their Account Updater, which manages credit card expiration dates, or when cards are replaced due to fraudulent activity.  Safesave will update the expiration date or new card number for you, ensuring continuous income from your recurring donors.

A fundamental challenge for any application built on the Salesforce platform is controlling the order that Triggers are executed in Salesforce.  This has caused most issues we faced with Causeview roll-ups on Contacts and Accounts.  In this release, we are excited to be launching Table Driven Trigger Management (TDTM) functionality with Causeview Triggers. This enables us, or your system admin, to control when and what order triggers for Contacts and Accounts are fired.  The benefit to you is that you will be able to trust the accuracy of our roll-ups and have control of how the system works for your specific needs.

Contacts:

• Rollup: Fix bug where Total Fundraising Two Fiscal Years Ago did not rollup. [PR334]
• Year End: Optimized the amount of data the job needs to run so that the CPU time limit error does not occur. [PR326]

Recurring Gifts:

• Fixed issue where cancellation reason picklist was empty [PR321]
• Fixed issue where custom fields for RGM were not displaying [PR322]
• Users can now choose from any field available Recurring Gifts to be included in RGM fieldset. [PR324]
• ‘null FieldSetCount’ error on Visualforce page has been corrected. [PR314]
• Fixed bug where Address removes line breaks on updating. [PR316]

Refunds:

• Refund: Fixed bug where incorrect Approved Amount on Transaction & double Allocation. [PR325]

Core Application:

• Integration: Support for Safesave Payment processing. [PR305]
• Triggers: Implemented TDTM
• Triggers: Converted Causeview package contact triggers and account triggers to TDTM

Classes:

• RD_Constants [PR80]
• AccountModel.cls [PR305]
• ContactModel.cls [PR305]
• ConvertImpactToActionEngine.cls [PR305]
• ConvertImpactToActionEngine_Test.cls [PR305]
• DonorModel.cls [PR305]
• ENUM_ImpactExceptionLogType.cls [PR305]
• ENUM_ImpactSubmissionLogDetailEntity.cls [PR305]
• ImpactCoreBridge.cls [PR305]
• ImpactCoreBridge_Test.cls [PR305]
• ImpactDonorModel.cls [PR305]
• ImpactRecurringDonationPayloadModel.cls [PR305]
• ImpactResponseModel.cls [PR305]
• ImpactSingleGiftHTTPRequestMock.cls [PR305]
• PaymentModel.cls [PR305]
• PaymentPackager.cls [PR305]
• PaymentPackager_Test.cls [PR305]
• PaymentPackagerItemModel.cls [PR305]
• QueryResultException.cls [PR305]
• RecurringDonationModel.cls [PR305]
• UTIL_SalesforceIdValidation.cls [PR305]

Labels:

• CustomLabels.labels-meta.xml [PR305]