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CashBox (Basic) Release Notes 14.0

CashBox (Basic) Release Notes 14.0

Disclaimer

As of version 14.11, CashBox Reporting for Salesforce is now known as CashBox (Basic).

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 Reporting for Salesforce app are now using CashBox 14.0. The following table list 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, on the CashBox Admin tab two new buttons are now available for manual data import for Accounts and Rate Plans.

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

 

 

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

CashBox Credentials Verification

When the CashBox Reporting for Salesforce app 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 is the CashBox environment to which you want to connect, along with your user name and password. We’ve added credentials verification step before you kick off the data sync to CashBox, as part of that when you save your CashBox API credentials you will be notified on screen whether the credentials have been validated or not 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

In an effort to enhance the error handling for all data sync jobs, with this release we added few things. First, we have added pagination to all importing objects. This increases performance in case your org contains high number of Products or Billing Plans.

During the import cycle, if a timeout occurs, the import job waits 2 minutes, and then calls the same page of the same job again. On each consecutive 10th 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 if needed take corrective action. Most likely cause for timeout is too large a time window for the app 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(s) is placed on a Retry Queue, and the sync job proceeds with the remaining records. This avoids holding up data sync for a few failed records. At the end of the day (2am), 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 picture shows all retry queues.

Once 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 Reporting for Salesforce app, 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 app 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 +7GMT) and Salesforce (operating on +0 GMT). Salesforce automatically adjusts the time display to the local time zone of the user, so any CashBox time is automatically shown in local time.

In addition, on the 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 Reporting for Salesforce app 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 excludes the 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

No Longer Supported

The following features are no longer supported as of 2.9:

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, perform an uninstall/reinstall of the application.

Tickets: SFDC-96

Future Billings

With this release, we are deprecating the import of the next 5 future billings. Instead, we will import only the next billing.

Tickets: SFDC-102

Contacts

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

Tickets: SFDC-103

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