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EasyPage test mode doesn't create Salesforce data?

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  • EasyPage test mode doesn't create Salesforce data?

    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

  • #2
    David,

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

    Please review the following:

    http://manual.clickandpledge.com/Sal...ng_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:


    Click image for larger version

Name:	CnPData-Message.jpg
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    Please review C&P Data and let us know if there is an ERROR in the Message area. The error should be self explanatory.
    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      That was it, thanks.

      Originally posted by Support.Department View Post
      David,

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

      Please review the following:

      http://manual.clickandpledge.com/Sal...ng_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.

      Comment

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