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Mapping Fields from Click and Pledge into Salesforce

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  • Mapping Fields from Click and Pledge into Salesforce

    We are using the Sandbox environment to check how well the Click and Pledge app integrates into Salesforce.

    We noticed that while the transaction is placed on the C&P Temporary Contacts (as setup that way), all the fields are captured according to what was provided on the Click and Pledge Test Payment page. However, once it is processed as (example) a "New Contact", when we check that particular Contact's details, it has only captured the Name (First and Last). Can you let us know how and where we can map the fields in? We tried to do it in C&P Settings tab, under Contacts & Accounts navigation... on the Contact & Account Mapping section. However, after doing all that, when we did a transaction through Click and Pledge, the transaction didn't even bother to get into Salesforce (C&P Temporary Contacts). We feel we're at the wrong area mapping the fields in. Can you please give us the process to map the Click & Pledge fields with that of the Salesforce Contacts fields so we can capture all the necessary fields?

    Thank you.

  • #2
    Good day!

    In the C&P Settings > Contacts & Accounts the fields are listed and shown as they are mapped.

    All fields should be in the contact record as they are mapped automatically based on the above settings.

    What fields are you exactly referring to?
    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


    • #3
      Hi there... Please find our C&P Settings> Contacts & Accounts:

      Click image for larger version

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      Click image for larger version

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ID:	15628

      When we do a transaction with the above screenshot settings, the only information we see on the Contacts tab is the NAME (First and Last)... Shouldn't it capture the email, address, phone, etc ?


      Click image for larger version

Name:	contacts.jpg
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ID:	15629

      Thanks.

      Comment


      • #4
        Good day!

        Based on the image you provided I would like to recommend that you don't add Street, zip code, etc. as conditions for match. If you are using semi-automatic matching a lot of your contacts will end up in the Temp since hardly anyone types their address the same twice. Matching on first and last name plus their respective alias and emails is more than sufficient to uniquely identify a person.

        Reviewing your issue is a bit complex in a forum. Is it possible for you to join the office hours so we can review your issue?
        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


        • #5
          I'm happy to see that somebody else brought up this issue, I'd like to resolve it as well.

          I've merged many contacts together thinking that the information provided via the C&P transaction would automatically be updated into our SF Database. Then I realized this is not happening and my company has lost a lot of valuable information.

          Was this able to be resolved?

          Thanks.

          Comment


          • #6
            Good day!

            C&P maps data without any issues and this is not something that needs to be resolved as we are not aware of any issues.

            Any data that is not in the contact record will be saved as ALIAS records and nothing will be lost. I am surprised that you think data is being lost since if that was the case everyone would have the problem.

            Please provide examples and grant us login access so we can review your account or attend one of our office hours so we can check your 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


            • #7
              The issue I seem to have occurs in the semi-auto matching of contacts when the donor is already in our database system. For example, Dave B. donates $100, and he has one email recorded which happens to be his work email. When his donation comes through, he uses his personal email address. I merged the Dave from this new donation to Dave in our database and when that happened, his personal email address was not updated to his contact page in Salesforce. I blindly merged several contacts before him, before I looked at this transfer of information in detail, which is why I think I've lost a considerable number of preferred emails.

              Thanks for your previous reply. Sorry for my late reply.

              - Jamie

              Comment


              • #8
                FYI, we had the same problem. In the CnP settings, I chose ALL the emails to match against. That seemed to fix our problem.

                Comment


                • #9
                  @Jamie,

                  Please grant us login access so we can review your account.
                  Please make sure to post your organization name & the Salesforce Organization ID so we know how to locate your instance. As part of the process we will also upgrade you the latest instance of our applications. If you don't wish to be upgraded please let us know otherwise we will update your instance.
                  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


                  • #10
                    Access has been granted for a separate, yet related issue:
                    http://forums.clickandpledge.com/sho...ted=1#post9158

                    SF org ID: 00Do0000000J2Mz

                    Comment


                    • #11
                      Good day!

                      Based on other posts it seems like this issue has been resolved.

                      Please let us know if this case should be reviewed again.
                      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

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