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Custom Questions to Custom Objects in Salesforce

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  • Custom Questions to Custom Objects in Salesforce

    Is there a way to map a custom question from FaaS to a custom object in Salesforce?

  • #2
    Hi Jenny,

    Yes you can and it is quite easy. Here is what you need to do.

    In FaaS custom questions are defined in pairs of FieldName and FieldValue as illustrated below: [using example in: https://www.clickandpledge.com/Platf...s/example/001/]

    Custom Questions in an HTML form using FaaS forms

    Your Employer?
    <input name="FieldName1" type="hidden" maxlength="20" size="40" value="Employer"/>
    <input name="FieldValue1" type="text" maxlength="500" size="20" />

    Your Occupation?
    <input name="FieldName2" type="hidden" maxlength="20" size="40" value="Occupation"/>
    <input name="FieldValue2" type="text" maxlength="50" size="20" />

    When the above form posts to the FaaS processor and to Salesforce the information may be assigned to various fields in the Account, Contact, or Opportunity using the Custom Question Mapping in the C&P Settings:

    Click image for larger version

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    I am sure you see the idea and how the system allows you to map whatever field you want to whatever fields in the Account, Contact, or Opportunity object.

    In the example given above: (fields don't match the example)

    Object Map: Contact
    Field Map: Employer
    If the Question is: Employer
    Answer: <leave this blank so whatever the answer is will be added to the field>

    Object Map: Contact
    Field Map: Occupation
    If the Question is: Occupation
    Answer: <leave this blank so whatever the answer is will be added to the field>

    Let me know if the above answers your question.
    Regards,
    Click & Pledge Support Department

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

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    • #3
      Thanks for the detailed response. But if I understand correctly, I can only map fields to the Contact, Opportunity and Account objects? Is there a way to map to a custom object? (ours is called "Summer Camp")

      Just a quick explanation of what we are trying to do:
      We have a Summer Camp form people fill out. The information form that form gets put into the Contact object, and a custom object called Summer Camp. When they submit the form, they then get taken to our C&P payment form which creates an Opportunity under that Contact. We need to be able to link that Opportunity to the Contact record as well as the Summer Camp record.
      Last edited by Jenny; 07-14-2013, 01:09 PM.

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      • #4
        Hi Jenny,

        No- we cannot map to custom objects due to various technical issues such as keeping track of various index fields.

        Let me know if I 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

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