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  • Test transactions

    How can I process test transactions (without using a real credit card or real money) to see how they post to Salesforce? Can I do it from the embedded VT? From Portal? From Connect? All three?

    Thanks!
    Radha

  • #2
    Good day @Radha,

    What do you mean by "they post"?

    Do you want just any transaction? you may use the Portal > Classic page and put it in test mode to test. Connect cannot be put in Test mode.

    Hope that helps.
    Regards,
    Click & Pledge Support Department

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    • #3
      I want a test transaction to create an opportunity, create associated CnP objects, and update contact details in SF.

      I need to be able to test some mapping, configuration, and workflows to make sure they are setup correctly.

      When I go to Portal, I don't see the "Classic page" you mention. Where exactly is this setting for "Test mode"?

      r

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      • #4
        Sorry.. internally we refer to those as Classic but in the portal they are called easyPages.

        Click image for larger version

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        Create an easyPage and set it to TEST.

        Hope this 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/0F980000000CjpC

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        • #5
          Hi - I am looking for information on if test transactions will post to Salesforce when the Salesforce connector is set up. I ran a test transaction and received an error message via email that there was an update failure and I was unclear if this was due to the page being in test mode or an issue with the connector configuration.

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          • #6
            Good day @Emily,

            Do you have the exact message that was posted via email? The exact reason is always included in the email.
            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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