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Need Help Mapping Public Comments to Opportunities

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  • Need Help Mapping Public Comments to Opportunities

    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.

  • #2
    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/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      I have granted access. Here is the Order number: 30842-1708120938486806007

      Here is the corresponding Opportunity: https://na33.salesforce.com/0063900000qGFmf

      Thank you!

      Comment


      • #4
        Good day @Neil Wintle

        Please see this:

        Click image for larger version

Name:	Custom Question.jpg
Views:	19
Size:	152.1 KB
ID:	34392

        It is not the same question as what it is in C&P Data:

        Click image for larger version

Name:	CnP Data.jpg
Views:	16
Size:	100.0 KB
ID:	34393

        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

        Comment

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