10.5 Release Updates
Salesforce Security Review Changes
- Many backend enhancements have been implemented to further strengthen the app’s security and improve overall performance.
10.2 Release Items
- Review version 10.2 release items as well because it was not generally available for installation.
Stripe SCA Direct Debit Import
- Direct debit import was not previously catered for with Stripe SCA Direct Debit. Tokens were not getting set properly in payment txn and recurring payments
- Now, import file feature can be used for Stripe SCA Direct debit.
- Review Payments2Us help article listing Stripe Compliance's before using Direct Debit Import File feature for Stripe SCA.
Shopify Custom Fields
- As part of this release we have integrated the ability of storing custom metadata/fields/properties from shopify to payment item record in salesforce.
- Review Payments2Us help article for required configurations.
Windcave Reconcilliation Processor
- A new email listener has been added to receive a Windcave settlement report. This report is used to check/reconcile with Payment Txns to ensure they are correctly marked as Completed or in Error. This process is a double check and is only needed to pick up extremely rare instances of Payments2Us/Windcave being out of sync.
Xero Integration
- Refresh of Xero Meta Data performs updates, vs. delete and re-insert. This ensures existing lookups to Meta Data on Invoices etc. remain in place and are not removed.
- For Xero connection, now only selected organisation/tenant is shown on the success page and also only the selected tenant/organisation is synced against the Xero settings as well.
- For Xero connection, refresh token is now stored more securely inside protected custom metadata record.
Address Finder
- Phone Validation Added to Checkout Form Mobile Phone, for Mass Update/Validation to Phone and Mobile
- Email Validation Added to Checkout Form and Mass Update/Validation
- Data Validated on Contact updated to have data elements that have been validated
General Updates
- A new license “Production Allowed” was introduced in version 10.2, this license is needed to connect to a production payment gateway environment on a sandbox or DE org.
- Some fixes and enhancements are done for the advance styling in the payment forms.
- Amount can be displayed in decimal format as well in the button.
- Expiry date alignment issue is resolved now.
- Resolved issue of payment frequency picklist values getting double if labels are changed (i.e. “05” to "5th of Month")
- Amount tokenisation was not working for Stripe if the currency is JPY. Issue is resolved and new configurations are introduced for storing minimum charge amounts.
- Stripe FPOS integration, now sets more fields like Production Id and SKU on the payment item record.
- Previously, Stripe FPOS integration only used to work if the Stripe's merchant facility is set to Primary. Now it will work correctly even if the merchant facility not a primary one.
- Ezidebit payment gateway statuc check processor is now correctly setting the Payment Status to “0” or “1” as well along with the other payment related fields.
- Windcave PxPay return process timing increased to address potential issue of transactions not being marked of correctly as complete.
- Windcave PxPay cross domain mismatch errors logged in Payments2Us Error Log file to help administrators with setting up CORS correctly.
10.5 Post Upgrade Steps
Merchant Facility Object (Under setup - Object Manager)
- Add picklist value WindcavePxPayWrite to field Payment Gateway Options in ALL Record Types.
- Field Dependencies (Fields & reationships Tab, then button “Field Dependencies”) : Payment Gateway (controlling field) to Payment Gateway Options (dependent field) - For Payment Gateways “Windcave Webservice” and “Windcave PxPay”, include: WindcavePxPayWrite
- Field Dependencies: (Fields & reationships Tab, then button “Field Dependencies”) Data Validation Tool (controlling field) to Validate (dependent field) - For Data Validation Tool “AddressFinder”, include: Phone, Email, DPID
- Add new picklist field “Shopify Custom Fields” on ALL merchant facility page layouts.
- Review version 10.2 post upgrade steps as well because it was not generally available for installation.