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.
- For “Charging Card Options” field on Import File object, update the label and API name of picklist value to “Tokenise when Start Date before todays date and record transaction as paid” from “Tokenise when State Date before todays date and record transaction as paid”
- Review version 10.2 post upgrade steps as well because it was not generally available for installation.
FAQ
Q: We don't use Shopify, do we still have to add new picklist field “Shopify Custom Fields” on ALL merchant facility page layouts?
A: Not necessary. It's safe to skip the step if you're not using Shopify.
Q: I can't find “Windcave Webservice” and “Windcave PxPay” columns, why?
A: Windcave was formerly known as Payment Express. So if you see “Payment Express Webservice” and “Payment Express PxPay”, that's the same.
Q: I can't find Address Finder column when trying to update field dependency, what can I do?
A: In this case, add Address Finder as additional value for “Data Validation Tool” picklist field in Merchant Facility object first. Then follow the same instruction again. You should see Address Finder column now. (It would have been a post install step in the past.)
Q: If we need to do any of the steps for the 10.5 post upgrade even though we’re not using Windcave payment gateway anymore?
A: If you're not using Windcave payment gateway, you can skip the first two steps for post upgrade of 10.5. But remaining should still be done.
Q: The guide mentions dependency values for Windcave Webservice / Windcave PxPay (e.g., WindcavePxPayWrite). These weren’t present, so I created them manually in the sandbox to match the guide - but I’d like to confirm if that’s the correct approach, or whether they should be delivered by the package/metadata.
A: Yes that is the right approach, these would have been in post update steps, a while a go, which would explain the picklist values note being present.