Salesforce Donor Management

Topics	Statistics	Last Post
Closed, Sticky: Donor Management (PaaS) Release Notes by CnP.Support Started by CnP.Support, 01-09-2017, 12:38 PM	0 responses 2,804 views 0 likes	Last Post by CnP.Support 01-09-2017, 12:38 PM
Closed, Sticky: Known Issues & Bugs by CnP.Support Started by CnP.Support, 02-16-2014, 03:34 PM	0 responses 639 views 0 likes	Last Post by CnP.Support 02-16-2014, 03:34 PM
Recurring Transactions canceled but still showing in active report by Monique Started by Monique, 05-03-2023, 02:28 AM	4 responses 37 views 0 likes	Last Post by Monique 05-04-2023, 12:54 PM
Finding Invoice Base-Site URL by Perc-JRT Started by Perc-JRT, 04-19-2023, 08:03 PM	1 response 18 views 0 likes	Last Post by CnP.Support.AM 04-20-2023, 01:47 AM
Creating / Linking Recurring Donation from C&P Opportunity by Click and Play '89 Started by Click and Play '89, 04-17-2023, 08:48 AM	1 response 30 views 0 likes	Last Post by CnP.Support.AM 04-19-2023, 11:21 AM
How to put a donation form in Test mode? by snesson Started by snesson, 04-05-2023, 11:59 AM	3 responses 35 views 0 likes	Last Post by CnP.Support.AM 04-14-2023, 03:20 AM
Connect not posting to Salesforce by PYCEF Started by PYCEF, 04-11-2023, 11:31 PM	7 responses 31 views 0 likes	Last Post by CnP.Support.AM 04-12-2023, 09:40 AM
Custom Built Donation Form Not Working [FaaS forms built in Salesforce] by jpenders Started by jpenders, 03-30-2023, 09:50 AM	6 responses 53 views 0 likes	Last Post by jpenders 04-03-2023, 07:56 AM
Bulk re-posting? by Carl Paulsen Started by Carl Paulsen, 03-13-2023, 03:28 PM	5 responses 50 views 0 likes	Last Post by Carl Paulsen 03-24-2023, 08:52 AM
Order Submitted without Email Address by Perc-JRT Started by Perc-JRT, 03-15-2023, 06:24 PM	3 responses 36 views 0 likes	Last Post by CnP.Support.AM 03-17-2023, 07:46 AM
Cant access "previously referenced transactions" from EVT by sgrabske Started by sgrabske, 02-19-2023, 01:43 PM	3 responses 126 views 0 likes	Last Post by CnP.Support.AM 03-10-2023, 07:47 AM
SF Posting Error by marcellusw101 Started by marcellusw101, 03-05-2023, 10:36 PM	3 responses 38 views 0 likes	Last Post by CnP.Support.AM 03-08-2023, 01:05 AM
Autoresponder status is Failed by jhobbs Started by jhobbs, 02-08-2023, 12:41 PM	8 responses 101 views 0 likes	Last Post by jhobbs 03-02-2023, 01:03 PM
Updating recurring donors credit card info when they are about to expire by Click and Play '89 Started by Click and Play '89, 02-28-2023, 12:02 PM	1 response 35 views 0 likes	Last Post by CnP.Support.AM 03-01-2023, 01:55 AM
C&P Contact record type by Carl Paulsen Started by Carl Paulsen, 02-28-2023, 04:06 PM	0 responses 105 views 0 likes	Last Post by Carl Paulsen 02-28-2023, 04:06 PM
Issue Credit - Credit te by [email protected] Started by [email protected], 02-02-2023, 11:11 AM	6 responses 82 views 0 likes	Last Post by Leona 02-16-2023, 01:52 PM
Credit card fees by [email protected] Started by [email protected], 11-30-2022, 07:02 AM	3 responses 72 views 0 likes	Last Post by CnP.Support 02-13-2023, 09:22 AM
error message on our custom donation form by yshichishima Started by yshichishima, 02-03-2023, 07:57 PM	8 responses 89 views 0 likes	Last Post by yshichishima 02-10-2023, 03:44 PM
Will Spring 23 Release and Enhanced Domains by freedomhouse Started by freedomhouse, 02-08-2023, 02:28 PM	1 response 33 views 0 likes	Last Post by CnP.Support.AM 02-09-2023, 01:46 AM
Mapping Tracking Code by mjokiman Started by mjokiman, 04-14-2022, 02:06 AM	13 responses 197 views 0 likes	Last Post by dmock 02-02-2023, 09:19 AM
Recurring donation via eCheck/ACH possible? by [email protected] Started by [email protected], 01-30-2023, 11:55 AM	4 responses 45 views 0 likes	Last Post by [email protected] 01-30-2023, 01:54 PM
Click & Pledge Form Post Failure by mjokiman Started by mjokiman, 01-25-2023, 12:08 PM	2 responses 63 views 0 likes	Last Post by CnP.Support.AM 01-30-2023, 06:44 AM
Repeated donor transaction missing by anchic Started by anchic, 01-26-2023, 02:12 PM	1 response 28 views 0 likes	Last Post by CnP.Support.AM 01-26-2023, 11:42 PM
Virtual Terminal Custom Questions by kwclick5 Started by kwclick5, 01-19-2023, 05:16 PM	4 responses 55 views 0 likes	Last Post by kwclick5 01-25-2023, 11:33 AM
User can't see C&P Transaction VF page by [email protected] Started by [email protected], 11-23-2021, 03:32 PM	5 responses 99 views 0 likes	Last Post by CnP.Support.AM 01-19-2023, 12:25 AM
Reassigning a Recurring Transaction record by Perc-BRC Started by Perc-BRC, 12-13-2022, 04:53 PM	3 responses 51 views 0 likes	Last Post by CnP.Support.AM 01-12-2023, 11:45 PM
Autoresponder not sending by jhobbs Started by jhobbs, 01-05-2023, 04:55 PM	3 responses 40 views 0 likes	Last Post by CnP.Support.AM 01-09-2023, 05:14 AM
Editing recurring subscriptions by GFA Staff Started by GFA Staff, 01-04-2023, 04:37 PM	1 response 31 views 0 likes	Last Post by CnP.Support.AM 01-05-2023, 01:51 AM
Salesforce Spring ’23 Release Updates by kwclick5 Started by kwclick5, 01-03-2023, 04:33 PM	2 responses 28 views 0 likes	Last Post by kwclick5 01-04-2023, 10:13 AM
Salesforce Release 10 and Payment Method Updates by kwclick5 Started by kwclick5, 01-03-2023, 04:35 PM	2 responses 35 views 1 like	Last Post by kwclick5 01-04-2023, 10:13 AM
Debit card Fees by mjokiman Started by mjokiman, 12-20-2022, 01:01 AM	1 response 27 views 0 likes	Last Post by CnP.Support.AM 12-20-2022, 03:03 AM
One Transaction - Duplicate Opportunities Created by dstephens Started by dstephens, 12-14-2022, 08:45 AM	4 responses 61 views 0 likes	Last Post by CnP.Support.AM 12-19-2022, 01:55 AM
Contact matching prioritization when multiple matches are found by Perc-BRC Started by Perc-BRC, 11-17-2022, 02:27 PM	6 responses 60 views 0 likes	Last Post by CnP.Support.AM 12-14-2022, 03:51 AM
Consolidating Fees by OneTenthConsulting Started by OneTenthConsulting, 12-11-2022, 10:45 PM	3 responses 61 views 0 likes	Last Post by CnP.Support.AM 12-13-2022, 02:30 AM
XML for the full fees from transactions by Carl Paulsen Started by Carl Paulsen, 12-08-2022, 12:05 PM	1 response 45 views 0 likes	Last Post by CnP.Support.AM 12-12-2022, 06:54 AM
Receipt not sending by ctugwell Started by ctugwell, 12-05-2022, 03:57 PM	3 responses 51 views 0 likes	Last Post by CnP.Support.AM 12-08-2022, 08:47 AM
Temp Contact error by ctugwell Started by ctugwell, 12-07-2022, 07:56 PM	1 response 26 views 0 likes	Last Post by CnP.Support.AM 12-08-2022, 12:37 AM
C&P Transaction object by briegull Started by briegull, 11-28-2022, 04:23 PM	5 responses 77 views 0 likes	Last Post by CnP.Support.AM 12-06-2022, 01:33 AM
Primary Campaign Source Mapping Not Working by Perc-BRC Started by Perc-BRC, 11-14-2022, 05:09 PM	4 responses 74 views 0 likes	Last Post by CnP.Support.AM 12-02-2022, 03:31 AM
Salesforce App Primary Campaign Source Precedence by jhobbs Started by jhobbs, 11-08-2022, 02:56 PM	3 responses 53 views 0 likes	Last Post by CnP.Support.AM 12-01-2022, 04:03 AM
Transaction Patron not added to Campaign as Campaign Member by jhobbs Started by jhobbs, 11-07-2022, 06:16 PM	4 responses 50 views 0 likes	Last Post by jhobbs 11-30-2022, 02:39 PM
Salesforce Recurring Donation Object by GFA Staff Started by GFA Staff, 11-23-2022, 12:51 PM	1 response 38 views 0 likes	Last Post by CnP.Support.AM 11-24-2022, 08:33 AM
$0 Convenience Fee Opportunities being created by jillifoss Started by jillifoss, 10-20-2022, 07:43 PM	3 responses 102 views 0 likes	Last Post by CnP.Support.AM 10-27-2022, 10:37 AM
C&P Workflow Rule by kwclick5 Started by kwclick5, 10-10-2022, 03:49 PM	2 responses 43 views 0 likes	Last Post by kwclick5 10-17-2022, 01:55 PM
unusual behavior - temp contacts not creating opportunities by [email protected] Started by [email protected], 09-01-2022, 05:56 PM	20 responses 349 views 0 likes	Last Post by [email protected] 10-17-2022, 12:40 PM
Error with Temporary Contact by GFA Staff Started by GFA Staff, 10-13-2022, 05:02 PM	1 response 43 views 0 likes	Last Post by CnP.Support.AM 10-14-2022, 06:13 AM
Access to Contact Alias by mjokiman Started by mjokiman, 11-18-2021, 04:59 PM	5 responses 123 views 0 likes	Last Post by CnP.Support.AM 10-09-2022, 11:02 PM
Recent Transactions Are Not Posting to Salesforce by EBrand Started by EBrand, 09-23-2022, 02:33 PM	3 responses 60 views 0 likes	Last Post by CnP.Support.AM 09-29-2022, 02:44 AM
Integration w/ Salesforce disconnect . Error message when I try to re-establish it by wcnpTI Started by wcnpTI, 09-20-2022, 03:05 PM	6 responses 51 views 0 likes	Last Post by wcnpTI 09-21-2022, 08:56 AM
Issue Credit results in Error 3501 by GFA Staff Started by GFA Staff, 09-13-2022, 02:07 PM	1 response 38 views 0 likes	Last Post by CnP.Support.AM 09-14-2022, 12:34 AM
Gravity Form Add-on: Premier support by Clareodo Started by Clareodo, 09-07-2022, 11:30 AM	1 response 56 views 0 likes	Last Post by CnP.Support.AM 09-12-2022, 01:20 AM
Salesforce Winter '23 Release Updates by kwclick5 Started by kwclick5, 08-15-2022, 02:47 PM	4 responses 116 views 0 likes	Last Post by kwclick5 09-02-2022, 10:47 AM

Previous 1 11 40 template Next

No topics found.

Mark This Channel Read

Announcement

Information Needed