Processed Donation with Virtual Terminal but Contact Info not Saved

[Kate]

I am working on integrating C&P and SalesForce. I processed a test transaction on the virtual terminal in SalesForce and received a C&P receipt in my email. However, when I look under C&P Transactions, I have none listed. My information (name, address, etc.) is also not listed under Contacts. The transaction does appear under C&P Data. Why isn't this transaction fully integrating with the other parts of SalesForce?

[Abdul]

Good day @Kate


May I know what settings you have set for contact creation in under C&P Settings?


If Contact Match Mode settings are set to Manual or Semi Automatic then all of your New contacts will be in C&P Temporary Contact object. You need to process those contacts to see all the details in C&P Transaction object.


Please refer to this link for contact settings:

http://manual.clickandpledge.com/Salesforce-PaaS-Post-Installation.html#Step_2:_Set_up_Contact_Matching_Preferences

Please follow this link to process the contacts from C&P Temporary Contacts object:

http://manual.clickandpledge.com/Salesforce-PaaS-Temporary-Contact.html

Thanks,

[Kate]

Thank you. I had the semi-automatic Contact Match Mode as recommended. Very difficult to fine the temporary contact tab, but I finally saw the arrow at the end and created the contact.