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Mapping FaaS custom questions to SF fields

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  • CnP.Support
    replied
    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
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    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.

    Leave a comment:


  • Tony McCune
    replied
    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.

    Leave a comment:


  • Tony McCune
    replied
    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.

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • Tony McCune
    started a topic Mapping FaaS custom questions to SF fields

    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 />
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