I'm having difficulty finding a way to get info entered into the Public Comment field to map into Opportunities. The challenge is that people are making donations in honor of other people in the public comments and we are missing them because we can't see it in Salesforce.
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Need Help Mapping Public Comments to Opportunities
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Good day @Neil Wintle
Would you please share the order number and grant login access to your instance so that we can review whats going on?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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I have granted access. Here is the Order number: 30842-1708120938486806007
Here is the corresponding Opportunity: https://na33.salesforce.com/0063900000qGFmf
Thank you!
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Good day @Neil Wintle
Please see this:
It is not the same question as what it is in C&P Data:
The question should be the same as it under C&P Data in order to map the fields. Please add the custom question as "Public comment" and it will work.
Please test it and let us know if you find any issues.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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