{"id":7008,"date":"2021-04-14T14:16:11","date_gmt":"2021-04-14T14:16:11","guid":{"rendered":"https:\/\/docs.campaignsuite.nl\/docs\/campaignsuit\/salesforce\/settings\/"},"modified":"2021-04-14T14:27:47","modified_gmt":"2021-04-14T14:27:47","slug":"settings","status":"publish","type":"docs","link":"https:\/\/docs.campaignsuite.nl\/en\/docs\/campaignsuit\/salesforce\/settings\/","title":{"rendered":"Settings"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"7008\" class=\"elementor elementor-7008\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b0c5029 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b0c5029\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4c6b61e\" data-id=\"4c6b61e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e9327ca elementor-widget elementor-widget-text-editor\" data-id=\"e9327ca\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>When a connection is established with Salesforce, the following settings can be changed within CampaignSuite that affect the way CampaignSuite communicates with the CRM.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-96a9a03 elementor-widget elementor-widget-image\" data-id=\"96a9a03\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"945\" src=\"https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-08-at-14.26.40-1024x945.png\" class=\"attachment-large size-large\" alt=\"\" srcset=\"https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-08-at-14.26.40-1024x945.png 1024w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-08-at-14.26.40-300x277.png 300w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-08-at-14.26.40-768x709.png 768w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-08-at-14.26.40-16x16.png 16w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-08-at-14.26.40-1536x1418.png 1536w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-08-at-14.26.40-18x18.png 18w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-08-at-14.26.40.png 1870w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1678204 elementor-widget elementor-widget-text-editor\" data-id=\"1678204\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"color: # 1d2746; font-size: 20px;\"> Payment settings <\/span><\/p><ul><li><strong> Payment Connector <\/strong><br \/>Select your current Payment Connector within the Salesforce instance here. We currently support Converse and Findock (v1 and v2).<\/li><li><strong> Payment Endpoint <\/strong><br \/>Enter the correct endpoint here which can be used for communication with, for example, Converse or Findock. These settings can often be found at the <strong> Site <\/strong> settings of your Salesforce instance.<\/li><li><b> SF Account Name Syntax <\/b><br \/>By default, the Name of an Account is composed by <em> {Contact.FirstName} {Contact.LastName} <\/em>. Set a different syntax in this field if the name must be different. For example Fam. <em> {Contact.MiddleName} {Contact.LastName}.<br \/><\/em><\/li><li><strong> SF Default Debit Day<br \/><\/strong> When a donor issues an authorization, the start date is always the day the donation is made. If this should be a fixed day of the month, enter it in this field.<\/li><li><strong> SF After Debit Day to 1st <\/strong><br \/>When a number of a day is entered here and a donor issues an authorization on a day of the month that is later than the specified number, the start date of an authorization will be set to the 1st of the following month.<\/li><li><strong> Non Debit Campaign Field <\/strong><br \/>CampaignSuite determines on the basis of the Payment Connector and the Source Connector which custom fields should be used for a non-debit payment to SalesForce. If this field needs to be different, enter it here <em> (e.g. copa__Originating_Campaign__c) <\/em>.<\/li><li><strong> Debit Campaign Field<br \/><\/strong> CampaignSuite determines based on the Payment Connector and the Source Connector which custom fields should be used for a debit payment to SalesForce. If this field needs to be different, enter it here <em> (e.g. copa__Originating_Campaign__c) <\/em>.<\/li><li><strong> Payment field authorization <\/strong><br \/>When a recurring payment is made, CampaignSuite automatically hides the payment methods Ideal, Paypal, Creditcard, Sofort and Bancontact. Check here the methods that should not be hidden.<\/li><li><strong> Duplicate Check App<br \/><\/strong> For financial and non-financial forms, CampaignSuite will by default use the Relation API options from Converse or Findock. This API takes into account the Salesforce Duplicate Rules.<br \/>Provided your organization has the Plauti Duplicate Check App, tick it here. Every connection with regard to a Contact and \/ or Account will first go through the App. Then possibly via the payment API.<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-efb7b5f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"efb7b5f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f67dcb2\" data-id=\"f67dcb2\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0002c94 elementor-widget elementor-widget-text-editor\" data-id=\"0002c94\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h4>Specific settings for Duplicate Check<\/h4><p>When CampaignSuite uses the Duplicate Check, the API will always be called first if a Contact \/ Account combination has to be stored. The advantage of this is that you can determine in the settings of the Duplicate Check App when a duplicate is found or not. This is based on scores. In these CampaignSuite settings you can determine these scores for an Account and a Contact. See <a href=\"https:\/\/docs.campaignsuite.nl\/gravity-forms\/#plauti-duplicate-check\"> this page <\/a> for more information on using scores.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cb6a12b elementor-widget elementor-widget-image\" data-id=\"cb6a12b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.16.54.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Screenshot 2021-03-06 at 08.16.54\" e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6NTkzOCwidXJsIjoiaHR0cHM6XC9cL2RvY3MuY2FtcGFpZ25zdWl0ZS5ubFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMVwvMDNcL1NjcmVlbnNob3QtMjAyMS0wMy0wNi1hdC0wOC4xNi41NC5wbmcifQ%3D%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"251\" src=\"https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.16.54-1024x251.png\" class=\"attachment-large size-large\" alt=\"\" srcset=\"https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.16.54-1024x251.png 1024w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.16.54-300x74.png 300w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.16.54-768x188.png 768w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.16.54.png 1510w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-73d0abc elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"73d0abc\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-eda3551\" data-id=\"eda3551\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3a35263 elementor-widget elementor-widget-text-editor\" data-id=\"3a35263\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h4>Specific Findock settings<\/h4><p>If your Payment Connector has Findock, you can choose from <a href=\"https:\/\/docs.findock.com\/api-v1\/\" target=\"_blank\" rel=\"noopener\"> v1 <\/a> and <a href=\"https:\/\/docs.findock.com\/api\/\" target=\"_ blank\" rel=\"noopener\">v2<\/a> .<br \/>In addition to this setting, the following adjustments are also possible:<\/p><p>\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c57c69 elementor-widget elementor-widget-image\" data-id=\"5c57c69\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.22.23.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Screenshot 2021-03-06 at 08.22.23\" e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6NTk1MiwidXJsIjoiaHR0cHM6XC9cL2RvY3MuY2FtcGFpZ25zdWl0ZS5ubFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMVwvMDNcL1NjcmVlbnNob3QtMjAyMS0wMy0wNi1hdC0wOC4yMi4yMy5wbmcifQ%3D%3D\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"396\" src=\"https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.22.23-1024x396.png\" class=\"attachment-large size-large\" alt=\"\" srcset=\"https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.22.23-1024x396.png 1024w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.22.23-300x116.png 300w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.22.23-768x297.png 768w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.22.23-1536x594.png 1536w, https:\/\/docs.campaignsuite.nl\/wp-content\/uploads\/2021\/03\/Screenshot-2021-03-06-at-08.22.23.png 1814w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f22fcd1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f22fcd1\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-15f252f\" data-id=\"15f252f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b3f199a elementor-widget elementor-widget-text-editor\" data-id=\"b3f199a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><strong> Findock Version<br \/><\/strong> Indicate here whether you want to use Findock v1 or v2.<\/li><li><strong> Findock Source Connector <\/strong><br \/>Select the Source Connector you are using in the Findock configuration.<\/li><li><strong> Paypal Processor <\/strong><br \/>If your Paypal Processor deviates from the standard, you can indicate this here. This setting is only used with a recurring Paypal payment in Findock.<\/li><li><strong> Ideal Processor<br \/><\/strong> If your Ideal Processor deviates from the standard, you can indicate this here. This setting is only used with a one-time Mollie payment in Findock.<\/li><li><strong> Findock Target Value <\/strong><br \/>The Target field is available in Findock&#8217;s API call. This value is added by default with a Findock payment authorization.<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>When a connection is established with Salesforce, the following settings can be changed within CampaignSuite that affect the way CampaignSuite communicates with the CRM. Payment settings Payment Connector Select your current Payment Connector within the Salesforce instance here. We currently support Converse and Findock (v1 and v2). Payment Endpoint Enter the correct endpoint here which [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":6989,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-7008","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7008","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/comments?post=7008"}],"version-history":[{"count":9,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7008\/revisions"}],"predecessor-version":[{"id":7036,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7008\/revisions\/7036"}],"up":[{"embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/6989"}],"wp:attachment":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/media?parent=7008"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/doc_tag?post=7008"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}