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Salesforce Reporting Using C&P Data

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  • Salesforce Reporting Using C&P Data

    I am not sure if this is a question for you or not. I am trying to create a Salesforce report using C&P Data. It is an option but C&P Data appears to not be able to tie to any other C&P information, like Transactions. I do know how to relate them in Salesforce, but it does not appear to be an option. I am wondering if this is because C&P Data is stored in Salesforce as an isolated data set. Can you help? The C&P Data does not have all the information I need, for example, the Campaign, but does record credits and debits the way I want the report to show them.

  • #2
    Good day @ndlugajczyk

    Sorry, what you are trying to do is not possible. We can't get any information in reports from C&P Data.

    The C&P Data is archived once the transaction has been processed. When a transaction occurs the API platform posts the data to the C&P Data object. On insert the data is processed and once done the C&P Data entry is simply for archival purposes.
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