Send any Custom Parameters from Aura to Brickwork

Allow any custom parameter to be sent via the post back URL or Hosted Aura link.

Previously:

You could only pass back limited parameters from Aura to Salesforce using the Post Back URL.

Now:

New parameters have been added which can now be easily passed back to salesforce from Aura forms via the Post Back URL or also the Hosted Aura Link URL.

Parameters can be sent for the following objects:

contact (example: contact.rd_fund__c),
opportunity (example: opportunity.event_name__c),

iATS Transaction (IATSPayment__Transaction__c.deducted__c),
iATS Customer Code (IATSPayment__IATS_Customer_Code__c.new__c),
Recurring Donation (npe03__Recurring_Donation__c.initial__c).

It increases the flexibility of the type of information that clients would like to track back.

For example, now you can setup open pledges/opportunities without a recurring schedule associated with it and without a customer code. When the client is ready to pay for the open pledge, you can send them personalized link of the Aura form (with the customer parameter of the opportunity added to it) to the donor, which when completed will attribute that transaction to the existing opportunity/pledge in Brickwork.

How to setup:

This only needs to be setup on a case per case basis. In our example. we will use the opportunity object. Our donor has an open pledge/opportunity. We will send a personalized Aura form to the donor requesting to pay for the pledge. Whatever money they chose to donate, will be attributed to the Open pledge/opportunity in Salesforce to keep track of it.

To set this up, we need to do two small steps.

Step 1: Find the Opportunity ID

In Salesforce, find the opportunity and open the object.

In the URL of the opportunity object, you will find the opportunity ID. It is highlighted in blue below:

/lightning/r/Opportunity/0064w00000yltXZAAY/view

Here is also a short video explaining the process:

Step 2: Personalize Aura Link by adding the opportunity ID parameter to the Hosted Aura Link URL

Copy the Hosted Aura form link attached to your merchant account.

At the end of the link, enter the parameter you would like to pass back to Salesforce. The syntax for the parameter will first be the object name followed by the field.

For example, as we are updating the opportunity object it will be “?opportunityid= 0064w00000yltXZAAY”

The complete form URL with the customer parameter will look as follows:

https://www.iatspayments.com/saaura/PAE016167B8B13DDB8?opportunityid=0064w00000yltXZAAY

Here is a short video explaining the process:

Additional information

Note that the parameters need to note the object and field names.

For example, to set the contact object 'rd_fund__c' field, the parameter would be contact.rd_fund__c. To set this field to 'development', the full syntax would be contact.rd_fund__c=development. If the Aura post back URL is http://zd3-developer-edition.na93.force.com/donate, then the URL would become http://zd3-developer-edition.na93.force.com/donate?contact.rd_fund__c=development

Alternatively, parameters can also be added to the Hosted Aura Link address. For example, if the link is https://www.iatspayments.com/saaura/PA6127255D6DF04282, then it would be become https://www.iatspayments.com/saaura/PA6127255D6DF04282?contact.rd_fund__c=development

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