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C&P Donor Management Test Account type with Salesforce

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  • C&P Donor Management Test Account type with Salesforce

    Hi

    We came across this option of connecting "Test" Account type with our Salesforce instance. Could you please tell us how can we change the account type in Account information section of "Your Profile" and also if we can make test transaction after changing this? If we can make test transactions, please also help us with how to do that too.

    Thanks, gaurav

  • #2
    Good day gmalik

    Connect does not offer test transactions. The feature is no longer offered since mistakes made by clients by taking test forms live has been too costly and blame intensive.

    You may make small donation to the form and void the transaction.

    Hope that answers your question.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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