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Custom Question Mapping in Connect

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  • Custom Question Mapping in Connect

    When I create custom questions in Connect, is there a way to map them to specific fields in Salesforce? If not, where does this information land? I'm guessing it doesn't end up in the CnP Event Question and Answer object.

    I'm trying to create fields that collect Honor/Memorial information. I'd love to map that the existing fields on my Opportunity object.

    Thanks,
    Radha

  • #2
    Good day @Radha,

    Yes- this is the same as any other custom question.

    You may map the custom questions to any field in the Account, Contact, or Opportunity object using the C&P Settings > Custom Question Mapping

    Click image for larger version

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    Please let us know if you need any further assistance in mapping the questions.
    Regards,
    Click & Pledge Support Department

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    • #3
      A ha!

      So, to map these, should I use the exact text of the Custom Question I created in Connect?

      Comment


      • #4
        Good day!

        In general the answer is yes.

        But we highly recommend that you a transaction with all fields answered. In Salesforce look at the C&P Data to make sure the exact posting of the questions. For example Salesforce does not support "&" symbol in its xml processor so we replace & signs with blank. Looking at the C&P Data is the absolute truth in what has posted and what you may map.

        Hope that answers your question.
        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

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