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  • Custom Field Mapping

    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.

  • #2
    Good day @Joanna@joslyncreative.com

    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

    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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    • #3
      https://www.mindandlife.org/private/faas-test/

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      • #4
        Good day @Joanna@joslyncreative.com

        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

        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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        • #5
          Org ID: 00D41000001hHmP
          Order: 24040-1706010931311138917
          Access granted.
          Thank you.

          Comment


          • #6
            Good day @Joanna@joslyncreative.com

            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:

            Click image for larger version

Name:	XML.jpg
Views:	1
Size:	33.8 KB
ID:	33185

            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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            • #7
              Thank you. This field is not a custom question for donations but for peer-to-peer which is why it wasn't working. This issue is resolved.

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