Mapping donor name

[normanyhoff]

Account #: 23093

We've just set up the C&P PaaS / Salesforce integration and I'm having trouble mapping the donor name that is completed on the donation form to our "Donor Name" field in on the automatically-generated Salesforce donation record-- a contact with primary contact role is automatically created, but to successfully work with our Salesforce setup we also need the contact to populate the "Donor Name" field (it is a lookup field).

Please advise!

[CnP.Support.AM]

Good day @normanyhoff

Would you please share the link URL to the donation page and as well as the order number so that we can review it? Also, please grant us login access to your SF account.

Looking forward to hearing back from you.

[normanyhoff]

You should have login access through 3/15.

The donation page: https://na52.salesforce.com/0060W00000xogbWQAQ

Order #: 23093-1803072221319932896

I tried to test the mapping with this sample donation. I need the "Donor Name" field to be populated by the associated contact (in addition to it creating a primary contact role). Is there a way to set that up?

[CnP.Support.AM]

Good day @normanyhoff

You may accomplish the above by using Custom Mapping in C&P Settings. You may map the custom questions to the field to the three object: Accounts, Contacts, and Opportunity.

Please review the following KB article:http://help.clickandpledge.com/custo...ticles/1164713

Please check and let us know if we can be of any further assistance.

[normanyhoff]

Yes, I understand that we can custom map questions to the fields in those objects- my concern is that 1: We need both the first and last name (separate questions) to map to a single field and that 2: It needs to not only fill the donor's full name in that field, but link it to the contact that is automatically created for the donor (linked via donor role). Is that possible?

[CnP.Support.AM]

Good day @normanyhoff

No, it is possible through custom mapping but you may accomplish the above through workflow.

[normanyhoff]

Could you provide any guidance as to how to automatically link the donation to the donor name (lookup field) through workflow?

We'd love to have everything mapped to automatically log donations in Salesforce, but I'm struggling with setup.

[CnP.Support.AM]

Good day @normanyhoff

Would you please grant us access to your Salesforce instance and share the form link so that we can better assist you?

Also, it will be great if you please give us more information about exactly which standard fields? needs to map to which custom field in contact object?

[normanyhoff]

I have given you access to Salesforce for the next month.

Account #: 23093

I created a C&P donation form on our page (https://nicholashouse.org/get-involved/donate-2/) that I'm trying to integrate with Salesforce to automatically populate both the contact and donation.

I submitted a sample donation via a Click and Pledge form I tested for our website and this is the donation page that was created: https://na52.salesforce.com/0060W00000xogbWQAQ

I've been able to handle the more "standard" mapping and a contact with primary contact role is automatically created along with the donation record, but I also need need the "Donor Name" lookup field to be populated with the associated contact. I'm not sure how to set that up through workflow. Please advise.

[CnP.Support.AM]

Good day @normanyhoff

One of our developers reviewed and concluded that it can be accomplished through Process Builder, not workflow. However, they have created one process for you to update that field:

https://na52.lightning.force.com/processui/processui.app?retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DWorkflow&setupid=ProcessAutomation

Please review the above Process and Activate it.

[normanyhoff]

When I activated the process, it created a new field: C&P Contact and then did a lookup field to the created contact.

I need the contact to map to the "Donor Name" field in the opportunity specifically for it to work with our Salesforce setup (it links the donor directly with the donations and allows us to view a summary of donations on the contact page when linked to this field).

After activating the process, I ran a test and my new donation/opportunity was no longer automatically logged in Salesforce although C&P shows it going through (and a transaction record was created in Salesforce).

Please advise on how to map the contact to the Donor Name field and how to ensure contacts and opportunities are still automatically created in Salesforce from donations accepted through C&P.

[normanyhoff]

Never mind, I was able to get it to work after working through the temporary contacts. Thank you for your help!