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Custom Objects not linking to Salesforce

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  • Custom Objects not linking to Salesforce

    We are trying to add in a custom field so that it will link to Salesforce or atleast show up in a text box. However, we are unable to successfully get this to work.

    Please let me know.

  • #2
    Good day!

    What page are you working with? an easy page or a catalog (advanced) page?

    Questions all map to Salesforce as a related field to the Transaction.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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    • #3
      This is actual for our event pages. Since the "organization" won't link, we want to add in a text field or something along those lines so that this information will populate into a blank field so that update the record.

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      • #4
        Good day!

        There are 2 ways for doing this. Custom Questions or Contact Field Matching.

        Click image for larger version

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        Please let me know which one of these 2 you are using and I show you the details. I like to walk you through this and if it does not work then let us set up a GotoMeeting and go through it.

        Let me know which one you are using and we move forward.
        Regards,
        Click & Pledge Support Department

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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        • #5
          I have tried both of those fields. If possible, I would like to set up a GotoMeeting so that we can walk through this together.

          Thanks!

          Comment


          • #6
            Good day!

            Someone from our support department will reach out to you within 24 hours to setup a GoToMeeting review.

            Please let us know if we can be of any further assistance.
            Regards,
            Click & Pledge Support Department

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

            Comment

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