v2 Change Notes

  • Stripe connector moved after Salesforce connector
  • Stripe connector - 4 new payment metadata fields added:





  • Salesforce Connector - New account Household record type added

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Now set up your Direct Debit

When you click the 'Complete Your Donation' button you will be redirected to our Direct Debit form where we will ask for your bank details. This is a secure form that may take a few moments to load. 

Please make sure you complete the Direct Debit form to set up your regular donation.

Values for Salesforce
Set default values for this form, to define what is passed into Salesforce.                                                 


If you are changing the plans, the regular donation amounts or the day of the month, you must refresh the form redirect formula to point to the correct Go Cardless Plan urls.  This is done in 'Notifications' found under 'Options' in the form side menu. 

You must also must refresh the recurring donation subscription reference formula in the Salesforce connector. This is done under 'Connectors' in the form side menu.

Use the Forms GoCardless Redirects workbook to update the values and update the formulae, which can then be copied and pasted into the form.
Calculated Values
These values are calculated in the form, and used in the Salesforce and Stripe connectors

These values are passed back from the Stripe connector after a single one-off donation is charged to credit card.