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Custom mapping for payment type, lead source and acknowledgment

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  • Custom mapping for payment type, lead source and acknowledgment

    I want to set field mapping for the following three items:

    -Payment Type in Payments
    -Lead Source in Opportunities object
    -Acknowledgment status and acknowledgment date

    For online donations, these should be set to:
    Payment Type: Credit Card
    Lead Source: Web
    Acknowledgment status: Acknowledged
    Acknowledgment date: Transaction date

    However, if I set this up, it will also default for any transactions processed through the virtual terminal, including non-credit card gifts such as a mail in "checks" or ACH wires. In the case of using the virtual terminal, I would want to manually select these fields.

    Is it possible to exclude the virtual terminal transactions from this mapping? Or what is the best method for mapping these fields for web based donations only?





  • #2
    Good day @kuhlemann

    Yes, you can accomplish the above using SKU mapping. We recommend implementing SKUs as the best long-term strategy.

    SKU Tutorial : http://tutorial.productions.clickand...ideo/209074427

    Please let us know if you have any further questions.
    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
      Hi Kristen,

      I confirmed this morning that there is no built-in way of setting the Opportunity's Lead Source based on the C&P Transaction's Application Name field. It would be tricky to use SKUs based on the application name, but you could set your SKUs for your Connect forms to include -LS-WEB (LS for Lead Source), and then add '-LS-VT' to the SKUs for your default items in Salesforce > C&P Settings > Virtual Terminal.

      If you allow adding additional items to default items, you'd have to train your users to add the SKU.

      Your other option would be to create an automation with a Salesforce workflow or Process; however, be aware that when C&P automatically creates a new Opportunity, that there are several other triggers that are trying to update that new record at the same time. Too many automations can cause the entire process of adding the writing the C&P Transaction and Opportunity to roll back and throw an error.

      Your Payment Type issue is similar - as referenced in our article: Donor Management and NPSP - Payment Type. The values don't match the value you want to write on your sub-object, so you would need customize Salesforce to automate this.

      ~ Amanda, Live Support

      Last edited by CnP.LiveSupport.AB; 11-20-2018, 10:38 AM.
      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


      • #4
        Hi Amanda,

        Thanks to you and your team for looking into this, I set up the SKU's to include WEB for the online donations forms and mapped them correctly for Lead Source, Acknowledgment, and Acknowledge Date. I am still struggling on the Payment Type. There does not appear to be a way to map fields to the payment object from C&P Custom Mapping and I do not get Payment Field options in the Opportunity object drop down. I tried to implement the instructions at the following link: https://powerofus.force.com/articles...yment%20Fields

        However, I am not seeing "Payment Type" in the Opportunity Field Drop Down.

        If the mapping for payments is not completed through C&P settings please let me know and I will try and work directly with Salesforce on my concern.

        Thank you!

        Comment


        • #5
          C&P's part is writing values to the Opportunity. NPSP creates the Payment.

          NPSP has a way of automatically setting Payment field values from the Opportunity, you'll just need to figure out what that is.
          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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