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:
- Insert Accounts
- Insert Contacts
- Insert Transactions
- Update Contacts (As per WID in transactions, update "Record Type" of contacts)
- Update accounts (As per WID in transactions, update "Record Type" of accounts)
- Insert Campaigns
- Update Transactions(Updating campaign id in transactions)
- Insert CustomQuestions
- Insert TransactionCampaignMembers
- Insert Recurrings
- Insert Cases (When Recurring is declined)
- Update Transaction with Recurring Id
- Insert Opportunities
- Insert/Update Soft Credits
- Insert ItemCampaignMembers
- 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.
Uploading ....