EasyPage test mode doesn't create Salesforce data?

[dmcheng]

Hello. If I submit an EasyPage donation form in Test mode, will it create contact/transaction records in Salesforce? I am trying it but nothing is happening on the Salesforce side. In the C&P admin portal, I have enabled Salesforce and verified my user credentials.

Thanks
David

[CnP.Support]

David,

YES- the TEST pages post to Salesforce and your transactions should show up.

Please review the following:

http://manual.clickandpledge.com/Salesforce-PaaS-Post-Installation.html#Step_2:_Set_up_Contact_Matching_Preferences

If your setting is set to Semi-Automatic all transactions done by contacts not found in the system will be saved as Temp Contacts.

You should always check C&P Data to make sure the transaction has posted to the system. If there are any errors the ERROR shows up in the message section towards the bottom of the C&P Data as shown below:




Please review C&P Data and let us know if there is an ERROR in the Message area. The error should be self explanatory.

[dmcheng]

That was it, thanks.

David,

YES- the TEST pages post to Salesforce and your transactions should show up.

Please review the following:

http://manual.clickandpledge.com/Salesforce-PaaS-Post-Installation.html#Step_2:_Set_up_Contact_Matching_Preferences

If your setting is set to Semi-Automatic all transactions done by contacts not found in the system will be saved as Temp Contacts.

You should always check C&P Data to make sure the transaction has posted to the system. If there are any errors the ERROR shows up in the message section towards the bottom of the C&P Data as shown below:


[ATTACH=CONFIG]443[/ATTACH]

Please review C&P Data and let us know if there is an ERROR in the Message area. The error should be self explanatory.