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Establishing Legacy Form Salesforce Connections with new Connect Campaign Form

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  • Establishing Legacy Form Salesforce Connections with new Connect Campaign Form

    We have been using a legacy donation form for far too long. I have created a new donation form through connect, but I need to make sure I make the same connections that exist with the legacy forms. All of the questions on the form are the same. I just need to break the connections for the legacy form and create for the Connect form. Not really sure how to go about this. Thank you

  • #2
    Good day @krj1903

    There will be no connection with legacy forms. All you need to do is if you have placed the old legacy forms on any of your websites, you need to replace it with the new connect form which you have created.

    Since your C&P Account has been integrated with Salesforce all the data will post to your SF instance.

    Regards,
    Click & Pledge Support Department

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