Address Information not populating on Contact Record

[[email protected]]

Hello,

I have set up C&P in our Salesforce instance and although the mapping exists (see screenshot below), the contact record is not updated with the appropriate billing information.

https://screenshots.firefox.com/k0RIZoZPREZFQNES/cnp-paas.na74.visual.force.com

Can someone help me debug this?

Thanks,
Ronak.

[[email protected]]

FYI, I have grant login access to C&P support in our Salesforce instance.

[CnP.Support.AM]

Good day @[email protected]

Would you please share the Salesforce OrgID so that we know how to locate your account? Also, please share the order number for which you see above issue.

Looking forward to hearing back from you.

[[email protected]]

The orgId is 00Do0000000KS7A
The order number is 38859-1710270748345848284

[CnP.Support.AM]

Good day @[email protected]

Please note that if the contact didn't exist in the Salesforce instance it will create the contact and that will be the main contact record, next time if this contact come in with different address with the same First Name, Last Name and Email (according to match mode and match fields) in that case Alias will be created under this contact.

Match Mode and Match Fields:



You will find the Alias information under the respective contact "C&P Contact Alias" related list:



You may want to review the following KB article: please refer to Contact matching > http://help.clickandpledge.com/custo...ticles/1164726

Hope that answers your question. Please check and let us know if we can be of any further assistance.

[CnP.Support.AM]

Good day @[email protected]

Also, we found that you are at old versions of apps. Yesterday we had released, if you allow us we will upgrade your instance with latest versions:

Release notes:

Library v5.1710020002
Release notes: https://cnp.mn/51710020002

PaaS v9.1710120004
Release notes: https://cnp.mn/91710120004

[[email protected]]

Thank you. This helps.

And please upgrade the app to the latest version.

[CnP.Support.AM]

Good day @ @[email protected]

We have upgraded your Salesforce instance as requested.

It is highly recommended that you login to the Connect & re-establish connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

To establish connection please see the following KB article: https://support.clickandpledge.com/s...ion#Salesforce

Release notes:

Library v5.1710020002
Release notes: https://cnp.mn/51710020002

PaaS v9.1710120004
Release notes: https://cnp.mn/91710120004

You may also join our Power of Us Hub: https://bit.ly/1cO852O

Please - We also love to know what you think about our platform. Please review our apps on AppExchange:

Payment: https://bit.ly/cnp-paas-review

Please let us know if we can be of any further assistance.

[[email protected]]

Thank you. I have reconnected the Org in Connect.

One more question - What is the best practice to setup a notification for C&P Alias records that are created? Can it be done through C&P Settings or will I have to do it using either Workflow Rules or Process Builder in Salesforce?

[CnP.Support.AM]

Good day @[email protected]

We do have notification settings for Temp Contacts but NOT for Alias. You have to use workflow to accomplish the above.

[[email protected]]

Thanks for the quick follow-up. I just created a WFR for the notification.