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  • Mapping Fund Field in Salesforce

    I am trying to map a custom question in the FaaS to Salesforce, specifically, we have a field in Salesforce called "Fund" that is a picklist of programs that we provide donors on the donation web page. The value is not coming through.

    We have other custom questions, including "In Honor of," "How Heard About Us," etc. that are all mapping to the associated fields in Salesforce successfully.

    Looking at the simplest example Click & Pledge provides of a FAAS form with multiple funds, they put the "Fund Name" in an item called "ItemName1", which is exactly what I am doing now.

    Thanks, in advance, for the help!

  • #2
    Good day!

    To make sure I understand the issue- you stated: "The value is not coming through"

    By not coming through are you stating that the value is not the C&P Data XML post? Have you checked the C&P Data for the transaction and check the field value for ItemName1?

    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
      Originally posted by Support.Department View Post
      Good day!

      To make sure I understand the issue- you stated: "The value is not coming through"

      By not coming through are you stating that the value is not the C&P Data XML post? Have you checked the C&P Data for the transaction and check the field value for ItemName1?

      Yes, the value is in the XML and mapped in the settings for ItemName1.
      Click image for larger version

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      Comment


      • #4
        Sorry but the image cannot be read. Would you please post the image as jpeg as original size so it can be read.

        I also like to see the XML that has the question & answer shown.
        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
          Originally posted by Support.Department View Post
          Sorry but the image cannot be read. Would you please post the image as jpeg as original size so it can be read.

          I also like to see the XML that has the question & answer shown.
          Attached is screen shot of Custom Question Mapping in my console. Thank you!
          Click image for larger version

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          • #6
            Originally posted by shikemore View Post
            Attached is screen shot of Custom Question Mapping in my console. Thank you!
            [ATTACH=CONFIG]1134[/ATTACH]
            Here is the XML:

            <?xml version="1.0" encoding="UTF-8"?>
            <CnPTransactionData><Version>40</Version>
            <Application><ID>CnP_FaaS</ID>
            <Name>CnP_FaaS</Name>
            <Version>FaaS.20131015.001.035.001.001.035</Version>
            </Application>
            <Patron>
            <BillingInformation><BillingFirstName>*********</BillingFirstName>
            <BillingMI></BillingMI>
            <BillingLastName>*********</BillingLastName>
            <BillingEmail>*********</BillingEmail>
            <BillingPhone>*********</BillingPhone>
            </BillingInformation>
            <BillingAddress><BillingAddress1>*********</BillingAddress1>
            <BillingAddress2></BillingAddress2>
            <BillingAddress3></BillingAddress3>
            <BillingCity>Chandler</BillingCity>
            <BillingStateProvince>*********</BillingStateProvince>
            <BillingPostalCode>*********</BillingPostalCode>
            <BillingCountryName>*********</BillingCountryName>
            </BillingAddress>

            </Patron>
            <TransactionDetail>
            <OrderNumber>1402182343329774125</OrderNumber>
            <TransactionID>2227416</TransactionID>
            <OrderMode>Live</OrderMode>
            <Tracker>FaaS-Example-000</Tracker>
            <Campaign></Campaign>
            <TransactionType>Live</TransactionType>
            <OrganizationID>27370</OrganizationID>
            <OrganizationName>Community Solutions</OrganizationName>
            <CurrencyCode>840</CurrencyCode>
            <AuthorizationCode>*********</AuthorizationCode>
            <WindowName>Common Ground Communities, Inc</WindowName>
            <WindowId>73023</WindowId>
            <GatewayTransactionNumber>544112264</GatewayTransactionNumber>
            <TotalCharge>5.42</TotalCharge>
            <TotalDue>5.42</TotalDue>
            <DeductibleCharge>5.42</DeductibleCharge>
            <DeductibleDue>5.42</DeductibleDue>
            <DiscountDue>0.00</DiscountDue>
            <DiscountCharge>0.00</DiscountCharge>
            <TaxAmountDue>0.00</TaxAmountDue>
            <TaxAmountCharge>0.00</TaxAmountCharge>
            <SurCharge>0.00</SurCharge>
            <ChargAmount>0.46</ChargAmount>
            <CouponCode></CouponCode>
            <TransactionDiscountDue>0.00</TransactionDiscountDue>
            <TransactionDiscountCharge>0.00</TransactionDiscountCharge>
            <TransactionTaxDue>0.00</TransactionTaxDue>
            <TransactionTaxCharge>0.00</TransactionTaxCharge>
            <TransactionDate>2014-02-18 23:44:00</TransactionDate>
            <TransactionTimeZone>2014-02-18 16:44:00</TransactionTimeZone>
            <UrlReferrer>https://cmtysolutions.org/donate</UrlReferrer>
            <VaultGUID>*********</VaultGUID>
            <TransactionResult>Authorized</TransactionResult>
            <PaymentMethod>
            <PaymentType>Credit Card</PaymentType>
            <CreditCard>
            <NameOnCard>*********</NameOnCard>
            <CardNumber>*********</CardNumber>
            <CardName>*********</CardName>
            <ExpirationDate>*********</ExpirationDate>
            </CreditCard>
            </PaymentMethod>

            </TransactionDetail>
            <CustomFieldList>
            <CustomField>
            <FieldName>IHO_Notes</FieldName>
            <FieldValue>*********</FieldValue>
            </CustomField>
            <CustomField>
            <FieldName>TwitterHandle</FieldName>
            <FieldValue>*********</FieldValue>
            </CustomField>
            <CustomField>
            <FieldName>HeardAboutUs</FieldName>
            <FieldValue>Newsletter</FieldValue>
            </CustomField>

            </CustomFieldList>
            <OrderItemList>
            <OrderItem>
            <ItemID>1</ItemID>
            <ItemName>Brownsville Partnership</ItemName>
            <Quantity>1</Quantity>
            <UnitPriceCharge>5.42</UnitPriceCharge>
            <UnitPriceDue>5.42</UnitPriceDue>
            <UnitDeductibleCharge>5.42</UnitDeductibleCharge>
            <UnitDeductibleDue>5.42</UnitDeductibleDue>
            <TaxAmountCharge>0</TaxAmountCharge>
            <TaxAmountDue>0</TaxAmountDue>
            <DiscountCharge>0</DiscountCharge>
            <DiscountDue>0</DiscountDue>
            <SKU>CMTY</SKU>
            </OrderItem>

            </OrderItemList>
            </CnPTransactionData>

            Comment


            • #7
              Good day!

              Before we start going over your code I would like to ask that you be very careful when you post information to the forum. The forum is a public site and as such all data is seen by everyone. The XML has a lot of data in it and you had posted someone's information with the XML. I replaced all the PII fields with ****** so we can protect the person's identity.

              Now let us review your code.

              We reviewed this page: https://cmtysolutions.org/donate

              In reviewing your code I see the following:

              Line 69 - 78
              <h3>What would you like your donation to support?</h3>
              </header>
              <div class="form-item" id="donation-fund">
              <select class="form-select" name="ItemName1" id="ItemName1" required>
              <option value="General Operating">General Operating Support</option>
              <option value="100,000 Homes Campaign">100,000 Homes Campaign</option>
              <option value="Brownsville Partnership">Brownsville Partnership</option>
              <option value="Hartford Partnership">Hartford Partnership</option>
              <option value="Inspiring Places">Inspiring Places</option>
              </select>

              The ItemName1 refers to the name of the item that is being posted for processing and in Salesforce it will become the Opportunity name. The name of the item that is in the basket is NOT a custom question. Custom questions are question / answer pairs per the following in the manual: http://manual.clickandpledge.com/For...ustom_Question

              It seems like you are trying to map the name of the item (Opportunity name) to a custom question which can't be since they are totally different fields.

              For what you are trying to do you may want to give the ItemName a generic name such as Donation which then becomes the name of your opportunity and then set up a Question / Answer pair to post the questions. See the example: https://www.clickandpledge.com/Platf...s/example/001/ -- review the code lines: 638- 639

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

              Please 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

              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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