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  • Declined transactions posting to Salesforce

    Is there a way to prevent declined transactions from posting to Salesforce? All our donations come into Salesforce with the stage "posted", which is fine, but it's impossible to tell which ones were declined without looking at a report or the transactions tab on the C&P site.

    Ideally we'd like to:

    a) prevent declined transactions from posting to Salesforce
    b) designate posted donations in SF as declined
    c) email a notification that a transaction has been declined

    Our account number is 51187, and a good example of a declined transaction that posted to Salesforce is Order Number: 51187-1912312346207552792

  • #2
    Good day @NobelityProject

    Please note that all of the transactions will get posted to SF except the Fraud. However, you may set the stages based on the transaction result under C&P Settings >> Opportunity > Stage

    Click image for larger version

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    Regarding the email notification, you may set up a responder under C&P Settings > C&P Autoresponder to send to a specific email for the status "Declined" transactions. Please review the following KB article: https://support.clickandpledge.com/s...-autoresponder

    Please review it and let us know if you have any questions.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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