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

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

    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!

  • #2
    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.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      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:
      Click image for larger version

Name:	temp_CPtributequestions.PNG
Views:	52
Size:	16.2 KB
ID:	40359

      thanks!

      Comment


      • #4
        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.

        Click image for larger version

Name:	custom mapping.jpg
Views:	47
Size:	33.1 KB
ID:	40376

        Hope that helps.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          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:

          Comment


          • #6
            Good day @Susanna

            Would you please share the link of the donation page where you have defined the above question?
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              Also, please grant us access to your instance.
              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

              Comment

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