I wish to map the "Display Name As" on the form to a custom field on the Account record called Acknowledgment Name. I've attached an image of my current map for review.
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Good day @[email protected]
Please note that in order to map the fields, under Custom Questions mapping the question should be the same (EXACTLY) what you have asked in your donation page. Please grant us access and share the order number which includes the above question so that we can review it.
Regards,
Click & Pledge Support Department
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Good day @[email protected]
Would you please grant us access login access to your Salesforce account and share the OrgID so that we know how to locate your account as well as the order number which doesn't map the filed so that we can review it?Regards,
Click & Pledge Support Department
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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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Good day @[email protected]
We reviewed the C&P Data of above order number and didn't find the mapped question in the XML. Are you referring to the following question: "DisplayName"? If that is the case then in Custom Question mapping it should be "DisplayName" as question:
Please see:
Hope that answers your question. Let us know if we 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
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