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Pushing Transactions to Salesforce

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  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • dstephens
    replied
    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.

    Leave a comment:


  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • dstephens
    started a topic Pushing Transactions to Salesforce

    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?
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