findock-fr-template

Findock component for Partner Solutions (DO NOT use on customer orgs)

Development

To work on this project in a scratch org:

1. Set up CumulusCI
2. Run cci flow run dev_org --org dev to deploy this project.
3. Run cci org browser dev to open the org in your browser.

Evaluate https://cumulusci.readthedocs.io/en/stable/tasks.html#install-managed for Dynamic invokation

Todo

DESIGN REVIEW Pierre Marie Accepting Payment - Giving Page - Phone - TBD

Processing Payment - Recuring Direct Debit / Via Payment schedule (SEPA) - Credit Card

Reconciling Payment https://docs.findock.com/collecting-payments-with-findock

Manual Post install Step

Specs we usually demo something like this: https://www.youtube.com/watch?v=GwiJB0Zan5o&t=32s This roughly covers: accepting a new SEPA DD payment through a Giving page (could also be API with custom front-end) processing the recurring payment with a Payment Schedule. Including how to automatically generate payment schedules with a Recurring payment schedule reconciling the SEPA DD with a pain.002 file (customers also often use CAMT files for this, but this is more direct) following up on the failed payment with an email containing a paylink to recover the failed donation money Let me know if you have any questions and in case you also want up to set up a Credit Card flow for demos for instance

Question:

• NPSP mapping from RD / Opp is their any additional mapping to be done?
• New RD Findock postion - use NPSP internal form? or use the std page layout?