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Connecting Connect Campaign to Salesforce

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  • #16
    Thank you, I think we're almost there. Using custom report I was able to see transactions a little further back than 90 days, to the end of 2015 when we get a spike in donations. It seems like all the transactions are there but in the downloaded report, there is no "posted" column like there is in the 90 day view. I tested a few and they are all in Salesforce, but I was just curious.

    I think it's reasonable to assume that all the transaction have been posted to Salesforce, but if there is no harm, why don't you go ahead and push any past transactions that may have generated an error. I expect there will not be any, but it would be useful to know whether or not there were.

    Thank you, Jan

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    • #17
      And back to my original question. If we are now updated and connected, what do I need to do to see the Salesforce Campaigns tab in Connect?

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      • #18
        Good day!

        I just check account # 20904 and no more transactions are remaining.

        You are all set.

        Let us know if we can be of more help.

        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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        • #19
          Please see below:

          Click image for larger version

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          it is all there and you may set it up accordingly.
          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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          • #20
            Ok, we are all set. Many many many thanks. Regards, Jan

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