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  • How to configure HTML pages (EVENT) to salesforce.

    Hello,

    I have created two pages as per my customer requests.
    I don't know how to configure it into salesforce Using C&P portal account.

    Please let me know how can i do that.

    Thanks,
    Minkesh

  • #2
    Good day Minkesh,

    Please refer to the following video:

    https://forums.clickandpledge.com/co...-to-Salesforce

    It is easy and should not take more than a minute. You need to have the UserId, Password, Token, and OrgID of the instance you wish to connect with.

    Please let us know if we can be of any further assistance.
    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
      I did this.
      I have developed event page and it is with css files javascript file and html page.

      How do I use this page from my website ?

      Here is the form. i.e. https://www.events.org/creg.aspx?e=41941&m=10

      I have similar page.

      Thanks,
      Minkesh

      Comment


      • #4
        Hi Minkesh,

        I really am not sure what you are trying to do.

        Naturally if you have a page and you wish to add it to your website then you either link to the site or use iFrame and include it on your site.

        Would you please elaborate more since your statement is a bit confusing.
        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
          ok.
          Let me elaborate.
          I have website. i.e. onemilliondegrees.org.
          In that website there is widget called "Food + Wine Tickets". If i clicked on it currently it opens "https://www.events.org/creg.aspx?e=41941&m=10".
          Now in that if you are able to see,this page has Table underneath registration section. If you enter 1 in text box it will ask you to enter attendies.
          This attandies names should save to my salesforce account which i configured.
          I have given the name of field using "http://manual.clickandpledge.com/Form-Field-Names.html"
          But i don't know how to set this page because currently it is just a HTML page. How can I set backend for it so that it will save values to salesforce ?
          If you still not get this please tell me so that we will have call to explain this better.

          Thanks,
          Minkesh

          Comment


          • #6
            Minkesh,

            Events.org is not a Click & Pledge system. This form does not post to Click & Pledge's API and is another company.

            How do you expect Events.org to post to Click & Pledge's API and as a result post to Salesforce?

            Are you telling me that you want your event on Events.org to post to Salesforce using Click & Pledge?
            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
              Hello,


              Why are you not getting my point.
              I know that it is not your site. I am telling you that I have created same page to show on my site.
              The thing is that I have to save data to my salesforce environment using clickandpledge account.
              Did you get my point ?
              I have page that is similar to this page and it should be bind to salesforce so that it will save data to my salesforce account.

              Thanks,
              Minkesh

              Comment


              • #8
                Hi Minkesh,

                Thank you for your reply and I understand what is going on now. I was totally lost with your last post.

                Once you install our app in Salesforce and follow the steps shown in the following video you will connect your account to Salesforce.

                http://forums.clickandpledge.com/co...-to-Salesforce

                Please review the above video and let us know if that solves your issue.
                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


                • #9
                  Originally posted by Support.Department View Post
                  Hi Minkesh,

                  Thank you for your reply and I understand what is going on now. I was totally lost with your last post.

                  Once you install our app in Salesforce and follow the steps shown in the following video you will connect your account to Salesforce.

                  http://forums.clickandpledge.com/co...-to-Salesforce

                  Please review the above video and let us know if that solves your issue.
                  --------------------------------------------------------------------------------------------------------------

                  Hello,


                  I have performed all this tasks.
                  I have also research about your portal pages that you have given but I don't want to use that page instead I want to use my page.
                  I hope that you are getting my point.

                  Thanks,
                  Minkesh

                  Comment


                  • #10
                    Hello,

                    I hope that you understand my point.
                    I just want the you have sample page template and You have given facility to customize it but I don't want to use your page.

                    I want to use my page.

                    Thanks,
                    Minkesh

                    Comment


                    • #11
                      Minkesh,

                      I believe we have a communication problem.

                      Click & Pledge's portal controls everything Click & Pledge. Once you connect the Salesforce through the portal, everything will connect including the API.

                      So PLEASE follow the video and connect your account with Salesforce then your page, wherever it is and on any planet it resides, will connect to Salesforce.

                      Let me know if following the video you still have the problem.
                      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


                      • #12
                        Originally posted by Support.Department View Post
                        Minkesh,

                        I believe we have a communication problem.

                        Click & Pledge's portal controls everything Click & Pledge. Once you connect the Salesforce through the portal, everything will connect including the API.

                        So PLEASE follow the video and connect your account with Salesforce then your page, wherever it is and on any planet it resides, will connect to Salesforce.

                        Let me know if following the video you still have the problem.

                        Ok.
                        Tell me how to use my event management page which will be open when i click on my site and when I enter data into that I will get it into my salesforce account ?

                        Thanks,
                        Minkesh

                        Comment


                        • #13
                          Hello,

                          I did not get any update from your side.
                          can you please answer my question ?

                          Thanks,
                          Minkesh

                          Comment


                          • #14
                            Good day!

                            I personally talked to you over Skype and gave you examples and showed you what is wrong with your code.

                            Your understanding of Salesforce & our platform is not correct so PLEASE read this carefully.

                            1: Forms post to the API
                            2: API process the transaction
                            3: API posts the results to Salesforce

                            In your form you had not called any of your fields per our API Manual. You had created your form with your own naming convention and were expecting for us to know what is going on. When we did screen sharing I showed you examples and how you should name your fields and custom fields.

                            Examples are here:

                            http://clickandpledge.com/Platforms/...ment/API/FaaS/

                            Each item has a name and each custom question has a format for naming convention. The manual shows you details of each node:

                            http://manual.clickandpledge.com/Form-as-a-Service.html

                            The form you are creating is quite easy and should not take more than a few minutes to develop and post - all you have to do is follow the naming convention and if you do it will work.

                            If you wish to have another Skype call please let us know. I understand you are in India and there is a time difference with US but we can set up a call at 6 a.m. EST like last time to help move to the next step but PLEASE read the manual and the examples I sent you.
                            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


                            • #15
                              Hello,

                              I understood Now.
                              I have few question.
                              1) I have created table using javascript according to number that you enter into textbox. How to setup custom question in loop using javascript ? have three column. i.e. "First Name" ,"Last Name", "Comment"
                              2) Does your API supports this ?
                              3) What are the things that I need to pass in the URL ? is this the one ?
                              • AccountID
                              • AccountGUID
                              • WID

                              4) If yes how will get it ? what should be the post URL ?

                              Thanks,
                              Minkesh

                              Comment

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