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Default Values for 'Created By' field on Transactions

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  • Default Values for 'Created By' field on Transactions

    When people make donations to our campaigns, the 'Created By' field on the transaction always defaults to one specific employee. How do we change this setting? Can we change it for each different campaign?

    Thanks

  • #2
    Good day @[email protected]

    Through Campaigns the data post to our API and the API posts back to Salesforce using the "connected" user. The connected user is the one that is being recorded as the owner since that is the one that is creating all the data. If you would like change that you may need to re-establish the connection with the respective user. To establish connection please see the following KB article: http://cnp.mn/2dzgsms

    Hope that answers your question.
    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/
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    • #3
      But when I run a report of C&P Transactions I see different owner names even though we only have one "connected" user. I grouped them by application name and even the Connect application shows multiple Transaction owners.

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      • #4
        Good day @[email protected]

        Please note that "Created by" and "Owner" both are different. You may have given permissions to the users on the respective records which is the reason you see different Owner names. You may change the Owner of the record but NOT "Created by".

        Hope that answers your question.
        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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