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Pushing Transactions to Salesforce

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  • Pushing Transactions to Salesforce

    Hi, for C&P Account 60904 it looks like March 4th, 5th and 6th, we had errors pushing transactions to Salesforce. Could I get assistance doing a bulk push through?

  • #2
    Good day @dstephens

    Sure, please provide the following:

    Your Click & Pledge account Number:
    Start Date of transactions:
    End date of transactions:
    SF Org ID:


    Please grant us login access to your SF instance.

    If you have an autoresponder set up, they will be sent so you may want us to mark disable for not posted order numbers? please confirm.
    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
      C&P Account Number: 60904
      Start Date: 3/4/2022
      End Date: 3/6/2022
      SF Org ID: 00D5w0000067Xbt

      Thank You! - I have an autoresponder set up, but only for declined transactions, and I'm fine with that being sent.

      Comment


      • #4
        Good day @dstephens

        Per your request, we have mass pushed the transactions data to your SF instance.

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