Announcement

Collapse
No announcement yet.

Salesforce Accounts Being Named "(Last Name) Household" with No Salutation

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Salesforce Accounts Being Named "(Last Name) Household" with No Salutation

    Hi,

    I work for the Coral Reef Alliance, and we use Click and Pledge for our donate page. Before the most recent Salesforce instance upgrade, accounts were named as whoever donated's first and last name, and the salutation was created as the first name. Additionally, they were being assigned to the Click and Pledge user in our Salesforce database. However, since the upgrade, accounts are being named as the donor's last name followed by "household", and no salutation is being created. We use the salutation field quite frequently, so it's important to us to have that field filled in as the donor's first name. Additionally, new donors through our Click and Pledge donate form are being automatically assigned to me rather than the Click and Pledge user. We'd prefer they be assigned to the Click and Pledge user.

    Please let me know what steps I can take to make sure salutations are automatically created and accounts are automatically assigned to the Click and Pledge user when a donor donates through Click and Pledge.

    Thanks so much!

    Jeff Wilde
    Development Operations Coordinator
    Coral Reef Alliance

  • #2
    Good day @jtwilde

    Please note that in the presence of NPSP, C&P is not creating the Accounts. Contact & Organization is creating the Account record. You will need to review the NPSP settings.
    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

    Comment

    Working...
    X