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How do I change the record ownership assignment when new C&P payment records get created in Salesforce?
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Good day!
Sorry but at this time the OAuth user is the record owner - the user used for creating the records is the one set up for connecting C&P to Salesforce.
This is a good idea and one that has been asked before. It is included in release 10.x due out 2016-Q1.
Sorry we can't be of more help at this time.Regards,
Click & Pledge Support Department
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Is it possible in Salesforce to change the user associated with the connection?Comment
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Good day!
No- you can change it in the Portal > Account Info > 3rd Party.
See: http://help.clickandpledge.com/custo...and-salesforce
Login & change the user that is now connected to anyone you want.
Hope that helps.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/0F980000000CjpCComment
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