I'm implementing a FaaS donation page, I'm in test mode right now. The data shows up under C&P Data but doesn't seem to create a transaction. Is this intended behavior that will work when in production, or is there something wrong?
Announcement
Collapse
No announcement yet.
Does FaaS in test mode create SF transactions?
Collapse
X
-
Good day Mathew,
Have you checked your C&P Settings > Contact & Accounts? Is the matching set to Semi-automatic?
If so your data is probably in the Temporary Contact and needs to be processed in Salesforce.
Let me know if this answers your question.Regards,
Click & Pledge Support Department
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/
-
Matthew,
While you may want to be in Fully-automatic during testing we highly recommend being in Semi-automatic in the production to avoid duplicates.
If you need more info about this feature please see the following KB article: http://forums.clickandpledge.com/con...ntact-Creation
Let us know if we can be of more help.Regards,
Click & Pledge Support Department
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/
Comment
-
Good day Chris_A
We reviewed your account and your Salesforce is not connected to C&P. On July 28 an email was sent to you alerting you that the Password for your Salesforce instance has expired and as such we can't connect to Salesforce. The email is going to the address listed in the notification list.
Please see:
Please connect your instance and test again.
To push the data which did not post please see: http://forums.clickandpledge.com/con...-to-SalesforceRegards,
Click & Pledge Support Department
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/
Comment
Comment