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Setting up a FaaS form for a donation from an Organization

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  • Setting up a FaaS form for a donation from an Organization

    Today I'm creating a Sponsorship FaaS form, so incoming sponsor payments will need to come into Salesforce on an Organization account rather than a Contact account. Do you have a guide/documentation for doing this? Can you advise the changes I will need to make in the FaaS form for the Sponsorship to be imported correctly?

  • #2
    Good day!

    We saw your post earlier in the HUB and will reply shortly. To have donations post with Account as a variable is not something that may easily be done. We have thought of a solution which is being discussed as part of release 9.x which allows for selection of an account when a temporary contact is being created but currently it is not part of the system.

    This problem is a bit tricky and the variations to the theme are quite vast (if not unlimited) - it is not easy to match a company name or account when there is no standard way of writing it, e.g. ClickandPledge, Click and Pledge, Click & Pledge, etc.

    Needs to thought through quite carefully.
    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

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