Hello,
Our organization is interested in using C&P in combination with Salesforce to keep track of potential donors (we're a non-profit organization) and collect donations from individuals on the list who choose to donate.
From what I understand, the process works as follows:
Is this generally the correct process?
More importantly, when I am creating the contact record, I see that one available record type is "C&P Online". I didn't create this contact record, so I am guessing it was created by your software when I installed it.
Do I need the contact record type to be "C&P Online", or can I choose one of my other custom record types?
Thank you in advance!
***UPDATE***
Based on some experiments, it seems like the contact record type does not have to be "C&P Online"
The only problem I am running into is linking the payment with the opportunity that I had created. Here's an example of what I'd like to accomplish:
I create a contact record for "Bob". I'll ask Bob to donate $100, so I'll create an opportunity for $100 and link it to Bob's account. Once Bob decides he's ready, he makes a $100 donation which closes the opportunity I had created at the beginning of the process.
Any way to accomplish this?
Our organization is interested in using C&P in combination with Salesforce to keep track of potential donors (we're a non-profit organization) and collect donations from individuals on the list who choose to donate.
From what I understand, the process works as follows:
- Create a contact record in Salesforce for the prospective donor
- Create a "C&P Online" opportunity, and tie it to the donor's account that was automatically created when I set up the new contact record (we're using Salesforce Non-profit Service Pack with a 1-1 contact/account setting)
- When the said donor makes a donation, the opportunity I created in step #2 will become closed (assuming the match is a success)
Is this generally the correct process?
More importantly, when I am creating the contact record, I see that one available record type is "C&P Online". I didn't create this contact record, so I am guessing it was created by your software when I installed it.
Do I need the contact record type to be "C&P Online", or can I choose one of my other custom record types?
Thank you in advance!
***UPDATE***
Based on some experiments, it seems like the contact record type does not have to be "C&P Online"
The only problem I am running into is linking the payment with the opportunity that I had created. Here's an example of what I'd like to accomplish:
I create a contact record for "Bob". I'll ask Bob to donate $100, so I'll create an opportunity for $100 and link it to Bob's account. Once Bob decides he's ready, he makes a $100 donation which closes the opportunity I had created at the beginning of the process.
Any way to accomplish this?
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