Home / Salesforce / Advanced Topics

Advanced Topics



The Salesforce PaaS platform performs a number of triggers with each transaction.  The following provides a listing of special considerations for developers & advanced users.

Order of Execution

The following actions are performed in the listed order with each transaction prior to the C&P Data insert as XML:
  1. Insert Accounts
  2. Insert Contacts
  3. Insert Transactions
  4. Update Contacts (As per WID in transactions, update "Record Type" of contacts)
  5. Update accounts (As per WID in transactions, update "Record Type" of accounts)
  6. Insert Campaigns
  7. Update Transactions(Updating campaign id in transactions)
  8. Insert CustomQuestions
  9. Insert TransactionCampaignMembers
  10. Insert Recurrings
  11. Insert Cases (When Recurring is declined)
  12. Update Transaction with Recurring Id
  13. Insert Opportunities
  14. Insert/Update Soft Credits
  15. Insert ItemCampaignMembers
  16. Insert OpportunityContactRoles

Non-Profit Starter Pack

Starting with version 4.10 the PaaS application with auto-detect the installation of NPSP and performs the following:
  • The ContactID is inserted into NPSP's "Contact ID for Role" field
C&P Settings > Account Settings
In Payment as a Service version 7.0 and higher, the appropriate account settings will automatically be selected and no Account Settings will not be viewable. In previous versions, it is recommended that the Account Setting in the C&P Settings be changed to DO NOT CREATE ACCOUNT.  NPSP creates an automatic account for each Contact so disabling it in the C&P Settings will ensure that duplicate accounts are not created by both C&P PaaS & NPSP.

API Calls

The following table summarizes the number of API calls per action:

Application

Action

API Count

Comment(s)

PaaS

VT Transaction

2

 

PaaS

Batch Process, Instruction and template file downloading

1

 

PaaS

Each Tab movement

1

Due to online help text

PaaS

C&P Designer

6

Template loading =2

Category loading =1

Images loading =1

HTML loading =1

Custom template builder =1

PaaS

Countries & States, each Synchronization

1

 

PaaS

C&P Reports Tab Opening

1

 

PaaS

C&P Reports  each Template Loading

1

 

PaaS

Test Email other than Salesforce SMTP

1

 

PaaS

Auto Responder other than Salesforce  SMTP each email

1

 

PaaS

for Autoresponder Queue Other than Salesforce SMTP

1

 

PaaS

for Autoresponder Resend Other than Salesforce SMTP

1

 

PaaS

SMTP setting validation

1

 

PaaS

Batch Process for each record

2

 

Swiper1 

Each Contact Loading

1

 

External File Locations

A number of files are stored at Amazon S3 web services to minimize the storage requirements of the application as well as offering easy updating of the frequently changed files without needing to upgrade the application.  The following is the list of files that are served through Amazon:

Service

File name

Help Menu

Help.XML

Designer Templates

Various HTML files

Batch Upload Template

CnP_VT_BatchUpload_Template.zip

Count & State Synchronization

Country-States.xml

Report Templates

ReportBuilder.xml


Each call to the Amazon S3 web services require an API call.  Currently efforts are underway to offer local synchronization of these files as an option to minimize the API calls.



 RSS of this page