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"Make this donation Anonymously" mapping to Salesforce

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  • "Make this donation Anonymously" mapping to Salesforce

    Hi,

    We used to have a custom question "Would you like your donation to remain anonymous" text field that passed to a Salesforce field properly, however it became redundant with the default "Make this donation Anonymously" checkbox. How do I map that checkbox to Salesforce? I have created a field "Anonymous Checkbox" on the Oppty object. You have login access to my account, the org ID is 00D41000000LKy2.

    Thank you!

  • #2
    Good day @rcivic2

    We just reviewed the custom mapping in your instance found that you have not mapped to the "Anonymous Checkbox" field instead there is a mapping for the "Anonymous" field.

    Click image for larger version

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    However, if you please share the order number or the form link and the question you would like to map to the "Anonymous Checkbox" field in opportunity object, we will set this up for you.
    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
      The question we want to map to Anonymous Checkbox can be found here: https://civiliansinconflict.org/give/, underneath Zip/Postal. I believe it's a C&P field that affects the donation feed display. Thanks!
      Click image for larger version

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      Comment


      • #4
        Good day @rcivic2

        We have set up the custom mapping for you.

        Please check and let us know if that doesn't work for any future transactions.
        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


        • #5
          Thank you so much! Last question -- I want to run a report in C&P and update that field on existing opportunities. How do I filter a transaction report to show anonymous orders only, based on that feed checkbox?

          Comment


          • #6
            You can create a report on Opportunity and add the Anonymous checkbox field to the report: https://na75.salesforce.com/00O/o

            However, we have created a report for you: https://na75.salesforce.com/00O1K000009Sj1U

            Click image for larger version

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            Please review it. Hope you are looking for the same.
            Last edited by CnP.Support.AM; 06-10-2020, 04:54 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


            • #7
              Thank you. But I was hoping for a way to update opportunities that have already been synced, before that checkbox was created, to update. Is that possible in C&P -- to find whether a donor clicked the anonymous donations box for past orders?

              Comment


              • #8
                Sorry, for past opportunities it will not update. You need to update them manually.
                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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