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  • Mapping FaaS custom questions to SF fields

    The documentation is fairly clear on how to pass a custom question through a FaaS form but I am not sure how to map the responses into the correct field in Salesforce. When I go to C&P Settings > Custom Question Mapping it's giving me the option to map a question to a field on the Contact or Opportunity.
    Custom Question Map Field Settings


    If the question is: add the answer to --Select-- Contact Opportunity >>


    Looking at the documentation example below, what is suppose to be going in the question field on that mapping form, the field name?


    input name="FieldName1" type="hidden" maxlength="20" size="40" value="Employer"/> <input name="FieldValue1" type="text" maxlength="50" size="50 />

  • #2
    Tony,

    The Question needs to be posted there. For example:

    Question: Are you a memeber?
    & the answer is: Yes

    The answer or its replacement will be added to the selected object and field.

    Hope that answers your 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/
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    Comment


    • #3
      We seem to be missing a step here. That doesn't answer my question. The custom question exists on a FaaS page. The question doesn't get submitted back to CNP, just the Name/value response. Does the question also have to be created as a custom question in the CNP portal account and attached to the checkout page that the FaaS WID references? This is not clear in the instructions.

      If that is the case, I still don't understand how I can relate the FaaS response to the custom question. The process flow should work as follows:

      1. User completes FaaS form that contains a custom question name/value pair and submits the form
      2. FaaS form is caught by FaaS server endpoint and processed
      3. Transaction is completed and a CNP Data record, Transaction Record, Contact Record and Donation record are all created in the linked Salesforce account
      4. The CNP Settings/Custom Question mapping identifies a match to a question and inserts the FaaS form custom question response value into the mapped field on the Contact or Opportunity record.

      Right now I have step 1 done and it is working through step 3. How does the CNP server relate the FaaS custom question response to a custom question in CNP? Better documentation at the process level might help us understand where we are missing a step.

      Originally posted by Support.Department View Post
      Tony,

      The Question needs to be posted there. For example:

      Question: Are you a memeber?
      & the answer is: Yes

      The answer or its replacement will be added to the selected object and field.

      Hope that answers your question.

      Comment


      • #4
        This problem is still outstanding as quoted below. Could someone please review the process outlined below and tell us where we are missing a step? Perhaps a call with CNP would be able to address this.

        Originally posted by Tony McCune View Post
        We seem to be missing a step here. That doesn't answer my question. The custom question exists on a FaaS page. The question doesn't get submitted back to CNP, just the Name/value response. Does the question also have to be created as a custom question in the CNP portal account and attached to the checkout page that the FaaS WID references? This is not clear in the instructions.

        If that is the case, I still don't understand how I can relate the FaaS response to the custom question. The process flow should work as follows:

        1. User completes FaaS form that contains a custom question name/value pair and submits the form
        2. FaaS form is caught by FaaS server endpoint and processed
        3. Transaction is completed and a CNP Data record, Transaction Record, Contact Record and Donation record are all created in the linked Salesforce account
        4. The CNP Settings/Custom Question mapping identifies a match to a question and inserts the FaaS form custom question response value into the mapped field on the Contact or Opportunity record.

        Right now I have step 1 done and it is working through step 3. How does the CNP server relate the FaaS custom question response to a custom question in CNP? Better documentation at the process level might help us understand where we are missing a step.

        Comment


        • #5
          Good day!

          The idea is simple. In FaaS the following represents a question / answer pair:

          <input name="FieldName1" type="hidden" value="Department"/>
          <input name="FieldValue1" type="text" maxlength="500" size="50 />

          Using the custom question mapping in Salesforce:
          Click image for larger version

Name:	CustomQuestion_Department.jpg
Views:	1
Size:	7.1 KB
ID:	15170

          When the data posts to the C&P Data the program simply parses all the questions and matches the question to the mapping fields.

          Make sure the questions are exactly as you think they are by running a test & matching the results in the C&P Data XML post. The XML includes the data and the text in the XML is exactly matched.

          Hope that answers the question. We can arrange for a call if you think the above does not resolve the 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

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