Will the GF/C&P plugin create new records in SF? Do we need another plugin for that?

[Susanna]

Hello, we have a big event coming up on Saturday. We already have Gravity Forms, and now we've added your Gravity Forms Click & Pledge plugin to add a payment gateway to a donation form (cool!). Our form does appear to accept and process donations (yay!).

I now have two questions:

1. Will the Gravity Forms Click & Pledge plugin create the new Opportunities in Salesforce? If so, how do I set up that part? Or do we still need the gravity+ plugin that feeds GF form data to SF?
2. If we cannot get the gravity+ plugin up and running before Saturday, can I still run the donations through the form and then later go into Connect and click Post to Salesforce, in order to create the Opps in Salesforce?

thanks!

[CnP.Support.AM]

Good [email][email protected]Susanna

Please note that when a C&P Account is linked to Salesforce, all transactions processed through any of the C&P Product/Plugin/API will post to Salesforce.

Opportunity creation is based on the following settings in Salesforce: http://help.clickandpledge.com/custo...ticles/1164724

Hope that helps.

[Susanna]

Thank you I see that now and just spent a few hours figuring out how the plugin works, and I think we have the basics down.

A follow-up question: I am having trouble getting the Custom Question Map settings just right to map correctly when the donor opts to make a gift "in honor of" or "in memory of." I am attaching my settings. The question on the Gravity Form is exactly as shown (Is this gift in honor or memory of someone?). The answer is one of two radio buttons. Unfortunately it is not mapping the selection. Can you tell me where my error is?

This is the Gravity Form side:



This is the C&P custom questions side:


thanks!

[CnP.Support.AM]

Good day @Susanna

The question seems to be checkbox NOT radio button, in this case, in custom mapping, the answer should be 'Checked' OR 'Not Checked' as shown in the below image. Please replace the answer with 'Checked' and add the mapping for 'Not Checked' as well if needed.



Hope that helps.

[Susanna]

Hello, I understand what you are saying, but this is not a YES or NO question. The question is "Is this gift in honor or memory of someone?" and the answer is either Honor or Memorial, to match the out-of-the-box Salesforce Opportunity picklist options. The donor only checks the box to make the two options visible. Then they pick Honor or Memorial. In my first screenshot above (copied again here), they check that box if they want it to be a Tribute, and then it displays the options and they select one of the radio buttons: Honor or Memory. Does this make sense?

This is the Gravity Form side:

[CnP.Support.AM]

Good day @Susanna

Would you please share the link of the donation page where you have defined the above question?

[CnP.Support.AM]

Also, please grant us access to your instance.