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Lead Source Field Missing, Click and Pledge FaaS to Salesforce Donations Tab

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  • Lead Source Field Missing, Click and Pledge FaaS to Salesforce Donations Tab

    Hello,

    I was making some test transactions and checking out how they looked on Salesforce, but I noticed that the donations I was making through FaaS were leaving the Lead Source field blank on the donations tab within Salesforce.

    I took a screenshot:
    Click image for larger version

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    Is there any way that I can pass this value to salesforce, perhaps through a hidden field. We're planning on having a few campaigns and would like to know which are more successful.

    Here is the URL to our FaaS form:
    https://www.jgonzalezfoundation.org/FaaS_Example_000/donation_form_FaaS.php

    Please let me know if there's anyway we can pass the value.

    Thanks!

  • #2
    Good day!

    In FaaS you may pass hidden custom questions & answers and they will post to Salesforce. Since we post the entire XML as C&P Data you may parse the XML and write the text to your own fields.

    We are working on a XML Data / Field mapper as part of a future release to allow for custom fields to populate such custom forms but it will be in an upcoming release.
    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
      Thanks for the reply.
      I am now passing the LeadSource via a hidden field like you suggested and I see it in the C&P Data, but is there anyway to automatically parse that information into the Salesforce record?

      EDIT (1-13-2012; 4:13pm):
      I'm not sure if this helps, but here is hidden field that I'm passing

      <input name="FieldName1" type="hidden" value="LeadSource"/>
      <input name="FieldValue1" type="hidden" value="Website" />
      Last edited by javert; 01-13-2012, 03:25 PM.

      Comment


      • #4
        Good day!

        My suggestion was that you may pass this parameter as a hidden field and then write a trigger to handle this inside Salesforce. We currently don't map fields into Salesforce fields other than the ones that are part of the Contact or Account. Developers typically take our XML and perform their own tasks on that C&P Data object. We have a completely open data model letting you take advantage of SF triggers to customize anything you want.

        I will pass this request to the developers to see how we can possibly include this as part of the next release features.
        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
          Thanks, I appreciate the reply and the fact that you're thinking of incorporating it into the next release.
          In the meantime, I'm going to look at the Salesforce API and try to figure out how to format this trigger to read the XML and insert the appropriate data into the record.
          I know it's not you're product, but can you recommend a good tutorial or getting started guide so that I can wrap my brain around Salesforce's APEX and Triggers? Maybe how to use them with Click & Pledge?
          I don't know if a guide like that is available, but I figured it can't hurt to ask.
          Thank you.

          Comment


          • #6
            Good day!

            I was reviewing your question and am wondering why you are not using CAMPAIGNS for this? What you are trying to do is a campaign and not a lead source application.

            Campaigns are supported in FaaS and if the text matches then we create the opportunity with that campaign.

            Just a thought.
            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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