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Updating Memberships and Creating Contacts based on SKU

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  • Updating Memberships and Creating Contacts based on SKU

    Hello,

    I've set up a C&P checkout page with membership and donation options. The two memberships offered are "annual single" and "annual family." If someone selects "annual family," there are four custom questions on the checkout page asking for their family members name. The donation, single, and family memberships have unique SKU's.

    If someone signs up for a single membership, I'd like for the membership fields to automatically update in Salesforce. If someone signs up for a family membership, I'd like a new contact to be created for each person entered in the custom question box, and all of their membership information populated as well. I've tried searching around the forums but couldn't find anything similar to my situation. Any help would be greatly appreciated!

    Best,

    Kevin

  • #2
    Any thoughts on this? Even if you can't help, a response would be great.

    Comment


    • #3
      Good day!

      Not sure how to address the Family membership since it is not something that the system can do with custom questions. If you ask the family member names as custom questions then in Salesforce they will be posted as custom questions. Custom questions may be mapped through the C&P Settings > Custom Questions mapping area but contacts are not created based on the question / answer pair.

      For single membership you can do this by custom question mapping since those questions can be mapped into specific fields of the contact object through C&P Settings > Custom Questions.

      Hope that helps.
      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


      • #4
        Thanks! Another question, I tried updating C&P on the About screen in SF. Unfortunately, I get this error message:


        Content Starts Here
        Update failed. First exception on row 1 with id 015G0000005QdNQIA0; first error: INSUFFICIENT_ACCESS_OR_READONLY, insufficient access rights on object id: []
        Error is in expression '{!updatebutton}' in page cnp_paas:xmlsettings


        An unexpected error has occurred. Your solution provider has been notified. (CnP_PaaS)


        Any thoughts?

        Comment


        • #5
          Good day!

          Sorry for the trouble. Would you please grant us access to your account and we will review your setting and figure out what is causing this issue.

          To grant us access: http://forums.clickandpledge.com/showthread.php?t=1065

          Please make sure to post your Organization ID in Salesforce so we know which account to review.
          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


          • #6
            Done. Organization ID: 00DG0000000jW5o

            Comment


            • #7
              Good day!

              We fixed the issue in your instance so you can upgrade now.

              Please upgrade to the latest release and 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

              Comment

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