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CashBox (Basic) Release Notes 14.11

CashBox (Basic) Release Notes 14.11

Disclaimer

The CashBox (Basic) product was formerly know as CashBox Reporting for Salesforce.

Note If you are upgrading from version 3.7 or older, you will notice that all of your Purchases will get updated  due to the conversion of date fields into timestamps. This may impact your integration to a third party system if triggering the Purchase Last Modified timestamp.

Steps to Upgrade to Version 14.11 

As part of the upgrade to the 14.11 release, the following manual configuration steps are necessary in order to bring your data up to date with CashBox. Credits and Refunds need to be manually imported. After you complete the update, please perform the following four configuration tasks.

  1. Stop your current data integration:
    1. Go to: Setup > Monitoring > All Scheduled Jobs
    2. Delete the following Cashbox Apex job: VindiciaDataImportScheduler
  2. Manually catch up data of import of all Credits:
    1. Go to: Setup > Develop > Custom Settings > Manage: Data Import Log > Edit: Next Start
    2. Set the Next Extract Time to the earliest time you’d like to import your Credits
    3. Set the Max Import Period(Hours) to a window that you are comfortable pulling all Credits. Recommended window is two weeks (336 hours). Note. You can expand this window if you want to speed up your catch-up import job.
    4. Click Save.
    5. Go to CashBox Admin tab. Under the section Data Import Shortcuts, click on Credits Start.
    6. Monitor your import logs on the CashBox Import Logs tab, and continue to the next step only when all your Credits are imported.
  3. Manually catch up data of  of all Refunds:
    1. Go to: Setup > Develop > Custom Settings > Manage: Data Import Log > Edit: Next Start.
    2. Set the Next Extract Time to the earliest time you’d like to import your Refunds.
    3. Set the Max Import Period(Hours) to a window that you are comfortable pulling all Refunds. Recommended window is two weeks (336 hours.)
      Note You can expand this window if you want to speed up your catch-up import job.
    4. Click Save.
    5. Go to CashBox Admin tab. Under the section Data Import Shortcuts, click on Credits Start.
    6. Monitor your import logs on CashBox Import Logs tab, and continue to the next step only when all your Refunds are imported.
  4. To resume auto data integration, click the Start Data Import button on the CashBox Admin tab.

Features and Enhancements

This release includes the following new features and enhancements.

Refactor All Sync API Calls to CashBox 14.0

 

All API calls from Salesforce.com to CashBox used in the CashBox (Basic) application are now using CashBox 14.0. The following table lists all API calls.

 

Object

Method

Account

fetchByVid

fetchByMerchantAccountId

fetchCreatedSince

update

Product

fetchByVid

fetchAll

update

PaymentMethod

fetchByVid

update

Autobill

fetchByVid

fetchByAccount

fetchDeltaSince

updated

Rate Plan

fetchAll

fetchByVid

fetchEvents

update

Billing Plan

fetchByVid

fetchAll

update

Transaction

fetchByVid

fetchDeltaSince

fetchByAccount

Value Names

fetchNameValueNames

Tickets: SFDC-43

Accounts and Rate Plans Sync Without Dependency on Billing Activity

As of this release, Accounts can be configured to sync from CashBox to Salesforce irrespective of billing activity. Until now, only Accounts and Rate Plans that were in use by the AutoBill (Purchase) that was syncing were getting imported into Salesforce. Now, Rate Plans will import all records every sync cycle, and a new flag, Import Accounts Separately, allows Accounts to sync via a separate API call (outside of the AutoBill). This will produce a new Import Log entry for Rate Plans and Accounts (when the flag is set).

As part of this functionality, two new buttons are now available on the CashBox Admin tab for manual data import for Accounts and Rate Plans.

The Account Refresh button now factors Customer ID as well as VID when the update call is made to CashBox. This allows Customer Service agents to refresh an individual account created by another system (with a Customer ID) prior to the CashBox sync, and fetch all relevant items for that Account.

Tickets: SFDC-5, SFDC-10, SFDC-53, SFDC-55, SFDC-56, SFDC-85, SFDC-85, SFDC-86

CashBox Credentials Verification

When the CashBox (Basic) application is first installed, part of the configuration is to set the URL endpoint (Production, ProdTest, or Staging) and save the CashBox soap credentials. As of this release, the URL end point is automatically set; you need only select the CashBox environment to which you want to connect, along with your user name and password, before you kick off the data sync to CashBox. When you save your CashBox API credentials you will be notified on screen whether or not the credentials have been validated. If your credentials are not verified, you won’t be able to start your data sync from CashBox.

After you save and validate, the following screen shows that credentials are validated and you are ready to start the data sync.

Tickets: SFDC-13, SFDC-15

Enhanced Sync Error Handling

To enhance error handling for data sync jobs, this release adds pagination to all importing objects. This increases performance in case your org contains a high number of Products or Billing Plans.

During the import cycle, if a timeout occurs, the import job waits two minutes before it calls the same page of the same job again. On each consecutive tenth timeout, an alert email is sent to your exception recipient (set in the CashBox Admin tab). This gives your admin time to investigate the timeouts and take corrective action if needed. The most likely cause for timeout is too large a time window for the application to pull data from CashBox, particularly during the initial import of your legacy data into Salesforce.

If for any reason a record is brought into Salesforce from CashBox and is not able to insert or update  (due to validation, or dependency issues), the failed record (or records) is placed on a Retry Queue, and the sync job proceeds with the remaining records. This avoids holding up a data sync for a few failed records. At the end of the day (2 AM), a new sync job sweeps all retry queues and imports the failed records from the day. In addition, an Admin can manually retry a failed record from the CashBox Admin tab. The following screen shot shows all retry queues.

When you click to view one of the queues, you will see a list of the failed records.

Tickets: SFDC-16, SFDC-17, SFDC-23, SFDC-58, SFDC-70, SFDC-72, SFDC-94, SFDC-95

Time Zone Support for Internationals

To better support international settings, all date stamps have been replaced with date/time stamps. Existing date stamps will be deprecated and new date/time stamps will take their place on the following items: Purchase, Purchased Products, Future Billing, and Billing objects.

Note If you are a current user of the CashBox (Basic) application, please replace the deprecated fields with their corresponding date/timestamp fields on all the specified page layouts as noted in the table below. If you are installing the application for the first time, the new fields will be set by default and no page layout action is needed.

This allows for all dates to be properly handled and translated when transitioning between CashBox (operating on Pacific Time +7 GMT) and Salesforce (operating on +0 GMT). Salesforce automatically adjusts the time so any CashBox time is automatically displayed in the local time of the user.

Additionally, on Purchased Products a third timestamp is added for “Vindicia Created Date” which may be different from Start Date.

Object Name

Old Field

Label

Old API Name

New Field Label

New API Name

Purchase (Order__c)

Subscription Start Date (DEPRICATED)

Billing_Start_Date__c

Subscription Start Date

Billing_Start_Date_Time__c

Entitlement End Date  (DEPRICATED)

Billing_End_Date__c

Entitlement End Date

Billing_End_Date_Time__c

Next Billing Date (DEPRICATED)

Next_Future_Billing_Date__c

Next Billing Date

Next_Future_Billing_Date_Time__c

Purchased Product (Item_c)

Start Date  (DEPRICATED)

Start_Date__c

Start Date

Start_Date_Time__c

End Date  (DEPRICATED)

End_Date__c

End Date

End_Date_Time__c

Future Billing (Future_Rebill__c)

Rebill Date  (DEPRICATED)

Rebill_Date__c

Rebill Date

Rebill_Date_Time__c

Billing (Payment__c)

Billing Plan Period Start  (DEPRICATED)

Billing_Plan_Period_Start__c

Billing Plan Period Start

Billing_Plan_Period_Start_Time__c

Billing Plan Period End  (DEPRICATED)

Billing_Plan_Period_End__c

Billing Plan Period End

Billing_Plan_Period_End_Time__c

Tickets: SFDC-3, SFDC-13

Enforce Create/Edit/Delete on Custom CashBox Object

Previously, all custom objects managed with the CashBox (Basic) application were synced with data from CashBox. If your users created a new record in Salesforce or modified an exiting one, the changes were not reflected in CashBox. In the current release, your users are prevented from creating/editing/deleting these records. This does not include Salesforce native objects such as Accounts and Products. The following table lists all objects that are affected.

 

CashBox API call

Account Entitlement

AutoBill Entitlement

Billing Plan Entitlement

Credit

Tax Exemption

Payment Method

Billing Plan

Pilling Plan Period

Billing Plan Period Price

Transaction

Transaction Item

Purchase

Purchase Item

Rate Plan

Rate Tier

Tier Price

Billings

Usage Summaries

Future Bill

Tickets: SFDC-38

UI Simplification

The CashBox Setup tab is deprecated. Individual import runs are now part of the CashBox Admin tab.

Tickets: SFDC-57

Tax Exemption Object Added to Sync

Tax exemptions are now synced for each account. The new Tax Exemptions object is imported and updated whenever the account is synced.

Tickets: SFDC-22

Support for Multi-Currency

With CashBox (Basic) release 14.8, customers can take full advantage of multiple currency purchases they have set up in CashBox. We understand that even though many internationals do business in multiple countries and currencies, their Salesforce org is set to one currency. We’ve used the native Salesforce schema to support multi-currency without building dependency on your Salesforce currency configuration.

Each CashBox-defined currency is now present in Salesforce and every product with multi-currency pricing is mapped as a separate Price Book entry, one per currency.

When new purchases are created on the Opportunity, customers can now specify the sale currency, and only the products with pricing in the specified currency will be eligible for that purchase. If the currency setting on the Opportunity were to change, all previous currency products would automatically be wiped, and any new products would have to be added according to the newly selected currency.

Once you have a purchase, the currency is fixed and cannot be changed on a purchase modification. The opportunity for the modify will inherit the currency from the purchase and only products from the currency Price Book can be added.

NOTE: You must manage all products and currencies directly in CashBox. Editing, creating or deleting products or Price Book entries in Salesforce can cause unintended behavior—until the products or currencies are overwritten by the next CashBox import cycle.

Tickets: SFDC-26

No Longer Supported

The following features are no longer supported.

Clear CashBox Test Data

The ability to delete all CashBox data in Salesforce with a single button is no longer supported. The checkbox and button for this function have been removed from the CashBox Admin tab. To remove all CashBox data, uninstall and reinstall the application.

Tickets: SFDC-96

Future Billings

As of this release, import of the next five future billings is deprecated. Instead, only the next billing is imported.

Tickets: SFDC-102

Contacts

As of this release, creation and maintenance of Contacts in Salesforce is no longer supported. All information from Contacts is now present on the Account record itself.

Tickets: SFDC-103

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