Announcement

Collapse

Information Needed

See more
See less

Questions about organizing data going into Salesforce

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Questions about organizing data going into Salesforce

    We've just started with Click & Pledge's Salesforce integration and already we're excited about how simple and time saving Click and Pledge is right out of the box. We'd like to see if we can fully automate donation processing that comes from online giving. There are a few odds and ends of how we categorize and organize our donations that we're not sure if we can automate.

    First, every donation is assigned a fund which is a drop down custom picklist that we added to the Donations object. Is it possible to have the donations from Click and Pledge fill in a custom field like that depending on the page? (Donations to our General Support page are assigned to the General fund, or donations through our Annual Campaign page are assigned to the Annual Campaign fund for example)

    Additionally, we use our online donations as a vehicle for a large number of our participants' fundraising. For donations given to support an individual they are assigned a fun (depending on which of our programs they are participating in) and associated with the team member via a "In support of" custom field lookup. Ideally we'd like to have it automatically fill in that team member (say by having a different donation page for each team member for example), but we'd settle for having a custom write in field that shows up somewhere on the Salesforce donation record so when we manually assign them to the correct participants it doesn't involve a huge amount of cross referencing with email receipts or the like.

    Lastly, we'd like to be able to give projected fundraising completeness for our year long participants. A large number of them have people who give monthly, and we'd love for that information to be added as a pledged opportunity so that we can run a report that shows not only funds received but also funds that they are projected to receive by the end of their year with us. Is that possible using the "Subscription" rather than "Installment" model for recurring payments?

  • #2
    Good day!

    Glad to hear about your experience so far.

    Answers to your questions:

    You asked: "First, every donation is assigned a fund which is a drop down custom picklist that we added to the Donations object. Is it possible to have the donations from Click and Pledge fill in a custom field like that depending on the page? (Donations to our General Support page are assigned to the General fund, or donations through our Annual Campaign page are assigned to the Annual Campaign fund for example)"

    Reply: Have you considered using "Record Type" for this? In the next release (Due out March 12) we offer Record Type option for each checkout page and item based on SKU. See the following screen shot of this feature in the next release:

    Click image for larger version

Name:	RecordTypes.jpg
Views:	1
Size:	53.6 KB
ID:	15040

    Using this feature you set the Record Type for each Contact as well as Opportunity based on the variables passed from each checkout page. I believe this can answer your question within the scope of Salesforce features.

    You asked: "Additionally, we use our online donations as a vehicle for a large number of our participants' fundraising. For donations given to support an individual they are assigned a fun (depending on which of our programs they are participating in) and associated with the team member via a "In support of" custom field lookup. Ideally we'd like to have it automatically fill in that team member (say by having a different donation page for each team member for example), but we'd settle for having a custom write in field that shows up somewhere on the Salesforce donation record so when we manually assign them to the correct participants it doesn't involve a huge amount of cross referencing with email receipts or the like."

    Reply: Are you familiar with the idea of Tracker? Trackers are dynamic variables that you may pass as part of any checkout page's URL or as a parameter in a FaaS form. Here is an example:

    Default URL:
    https://co.clickandpledge.com/?wid=8375
    With Tracker: https://co.clickandpledge.com/?wid=8375&trk=johny

    The second URL will record the tracker and remove it from the URL so the user cannot change it. The tracker value is saved with each transaction and will show up in the transaction in Salesforce. I believe that will do what you are trying to dynamically.

    You asked: "Lastly, we'd like to be able to give projected fundraising completeness for our year long participants. A large number of them have people who give monthly, and we'd love for that information to be added as a pledged opportunity so that we can run a report that shows not only funds received but also funds that they are projected to receive by the end of their year with us. Is that possible using the "Subscription" rather than "Installment" model for recurring payments?"

    Reply: Subscription is what you need since that is easier for people to grasp. Large ticket items is what people are used to seeing the Installment option as. In Salesforce we record the number of payments, next payment, and the total remaining. Will that not work 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
      Thanks for getting back to me so quickly.

      I think the record type might solve the issues that I'm working with for categorzing by fund. Do I simply reinstall the package through AppExchange to get the latest version?

      I think some combination of the tracker and custom questions could handle our tracking needs for individual fundraisers, but we'd like to do all of our manipulation of information on the level of opportunity rather than on the level of C&P transaction. Is there some way to have tracker and custom question information automatically passed on the the created opportunity record?

      As for the subscription info, I now see that C&P tracks that information under C&P recurrings. Again, we're ulitmately wanting to manipulate this financial information on the level of Opportunity, is there any way to get that information about recurring payments automatically reflected in the opportunitites object?

      Comment


      • #4
        Good day!

        Yes- please install the latest version through appExchange or through the forum:

        http://forums.clickandpledge.com/showthread.php?481-Latest-Release-Features-amp-Alerts&p=1263#post1263

        The above sticky post will always have the latest release. That post updates earlier than any other announcement so you can easily subscribe to the post and be notified anytime we have an update.

        The new Record type option offers SKU as an indicator of the Record Type that should be assigned to the Opportunity record. This can easily solve the problem.

        Have you considered a combination of SKU's and Record Types to dynamically create opportunities?
        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
          I've installed the latest version of Click and Pledge. I'll play around with it a bit and see if that will solve my issues. You lost me a bit when talking about using SKU's and Record Types to solve the issue. Is there some documentation from the latest release I can look over to better educate myself on this functionality?

          Comment


          • #6
            Good day!

            Perhaps it is best if we talk over the phone and see how your requirements may be met with our system. I am sure one can easily accomplish what you are trying to do using a combination of Record Type and Campaigns.

            Please email [email protected] and request a follow up call regarding this issue.
            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

            Working...
            X