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  • One more question

    I now understand much of how C&P integrates with Salesforce but somewhere along the line i have lost the ability to have payments made in C&P update the salesforce database. It receives the money fine but doesn't post to SF. It HAD been working when I was in test mode but now that I want to go live it's not. I have the match mode set in Configure Settings in C&P in SF to be semi-automatic. (I do not understand the WID in "contact type" and have just left it blank; could this have anything to do with anything?

    I have been using the c&p virtual terminal in Salesforce to enter check payments (the tab, not anything attached to a particular record) and it's worked fine. But now that I want to enable payments at the C&P website, it doesn't work. What setting might be wrong now?

  • #2
    Good day!

    When data is not posting to Salesforce it is simply because we can't connect to your instance. There may be 2 reasons for this:
    • Your Salesforce Token has expired
    • Your userID or password has changed / expired

    Please follow the steps to connect your Salesforce instance & it will work fine. Once connected let us know which transactions have not posted and we will remotely post them back to you.

    Reference link: https://forums.clickandpledge.com/co...-to-Salesforce
    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

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    • #3
      NEVER MIND. I FOUND THE TEMPORARY CONTACTS!!THANKS!!

      Well, half and half. I reset everything, token and the SF account no. etc. And it received a payment I made to my name, so it obviously is connecting. However, when I entered in a dummy name (and the dummy credit card no) I don't see that under any tab. What am I missing.
      Last edited by briegull; 02-12-2013, 12:02 PM.

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      • #4
        Good day!

        I am not sure I understand what you mean by your statement.

        Did you get a Decline? Where did you make the transaction?

        It will be a lot more helpful if you don't assume we know what you know
        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 meant I have everything figured out (I hope). I hadn't seen the "temporary contacts" tab. .. when I found it I found all the "missing" transactions. (I'm embarrassed to admit that I'm working with a laptop whose screen didn't extend far enough to see the "temporary contacts" tab!) It was working all along, just putting all the dummy transactions under the "temporary contacts" tab. Sorry!!

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          • #6
            Great.

            So all is OK & there are no issues to worry about.

            Glad to hear it.

            Please let us know if we can be of more 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


            • #7
              Good day!

              We have 2 modes of support- the forum and the help desk- http://help.clickandpledge.com

              Click & Pledge has about 20 products and depending on the question it requires different knowledgebase. There is no way we can have one person that knows all products. If you call and the person that knows your application is on another call will that help you? All we ask is simply post your question to the help desk and someone either answers you or calls you back.

              Please note that companies charge hundreds of Dollars for support and we charge nothing. We call you if need and we answer questions for free. Would you like us to charge you $500/month for support so you can call a person or $0 and submit a support ticket so they can review and call you if needed.

              99.99% of questions are answered within 1 support email & 80% of all requests deal with new users and passwords.

              Our email support and forum support is on a 24 hour basis M-F and we are currently working on adding Saturday support as well.

              So please describe your problem and we will help you resolve it. It is easy!

              Since you are a new user your messages have to moderated. You had posted this message 3 times and we deleted the other 2 instances. Once you have a few questions and answered posted the system will post your questions without needing moderation. This is to keep the forum spam free.
              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

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