Salesforce Donor Management

Topics	Statistics	Last Post
Closed, Sticky: Donor Management Release Notes by CnP.Support Started by CnP.Support, 01-09-2017, 01:38 PM	0 responses 2,219 views 0 likes	Last Post by CnP.Support 01-09-2017, 01:38 PM
Closed, Sticky: Known Issues & Bugs by CnP.Support Started by CnP.Support, 02-16-2014, 04:34 PM	0 responses 609 views 0 likes	Last Post by CnP.Support 02-16-2014, 04:34 PM
Best article to start with when config. Salesforce and C&P to take online donations by DWhitig Started by DWhitig, 11-07-2018, 12:36 PM	2 responses 28 views 0 likes	Last Post by DWhitig 11-07-2018, 06:33 PM
Organization Recurring Gifts by Eric Pitts Started by Eric Pitts, 10-29-2018, 11:30 AM	3 responses 51 views 0 likes	Last Post by Eric Pitts 11-05-2018, 09:33 AM
Salesforce Connection Failure - Error Message: Please submit an upgrade request by CRobi24 Started by CRobi24, 10-30-2018, 10:57 AM	2 responses 35 views 0 likes	Last Post by CRobi24 11-01-2018, 01:03 PM
Two opportunities being created for single transaction by rcivic2 Started by rcivic2, 10-31-2018, 07:17 PM	1 response 20 views 0 likes	Last Post by CnP.Support.AM 11-01-2018, 04:48 AM
Temporary Contacts - matching criteria by jackdunn Started by jackdunn, 10-29-2018, 04:14 PM	1 response 50 views 0 likes	Last Post by CnP.Support.AM 10-30-2018, 02:31 AM
Virtual Terminal transactions - Error posting data to Salesforce email notice by Eric Pitts Started by Eric Pitts, 10-18-2018, 03:23 PM	2 responses 86 views 0 likes	Last Post by Eric Pitts 10-29-2018, 10:12 AM
Restrict form/campaign from posting to salesforce by [email protected] Started by [email protected], 10-26-2018, 02:16 PM	1 response 22 views 0 likes	Last Post by CnP.Support.AM 10-29-2018, 06:35 AM
Schedule Recurring Gift Start Date by Dustinnmoore Started by Dustinnmoore, 10-25-2018, 04:35 PM	1 response 37 views 0 likes	Last Post by CnP.Support.AM 10-26-2018, 05:05 AM
C&P recurring out of sync between C&P and Salesforce by jkwok Started by jkwok, 10-10-2018, 01:17 PM	7 responses 83 views 0 likes	Last Post by CnP.Support.AM 10-25-2018, 03:46 AM
Custom Question Map Field Settings - Object field missing by Rex Started by Rex, 11-11-2017, 10:41 PM	10 responses 107 views 0 likes	Last Post by Mike Beck 10-24-2018, 10:52 AM
References Missing in SF VT & Weird "refunds" by dstephens Started by dstephens, 10-22-2018, 11:23 AM	5 responses 61 views 0 likes	Last Post by CnP.Support.AM 10-24-2018, 10:34 AM
Using Virtual Terminal for credit card processing; Campaign isn't mapped by mjokiman Started by mjokiman, 06-12-2018, 02:50 PM	21 responses 279 views 0 likes	Last Post by mjokiman 10-19-2018, 06:23 PM
Recurring transaction set up in virtual terminal by abloomer Started by abloomer, 10-01-2018, 11:40 AM	5 responses 63 views 0 likes	Last Post by abloomer 10-18-2018, 11:57 AM
C&P Transaction connected to wrong contact by BeverlyMIS Started by BeverlyMIS, 10-17-2018, 09:44 AM	2 responses 36 views 0 likes	Last Post by BeverlyMIS 10-17-2018, 02:54 PM
Temporary Contact - Select Contact doesn't list the existing record by mjokiman Started by mjokiman, 09-11-2018, 10:52 AM	18 responses 126 views 0 likes	Last Post by mjokiman 10-17-2018, 10:38 AM
Recurring transactions missing Primary Campaign Source by jtlin Started by jtlin, 10-15-2018, 07:42 PM	2 responses 19 views 0 likes	Last Post by CnP.Support.AM 10-16-2018, 04:55 AM
Recurring payment not posting to salesforce by pcfm1974 Started by pcfm1974, 10-11-2018, 11:46 AM	1 response 24 views 0 likes	Last Post by CnP.Support.AM 10-15-2018, 04:41 AM
Soft Credits for Fundraiser by amy.cobb Started by amy.cobb, 10-08-2018, 03:23 PM	7 responses 76 views 1 like	Last Post by amy.cobb 10-11-2018, 09:11 PM
Question on setting up new Salesforce Instance with existing C&P Account by BeverlyMIS Started by BeverlyMIS, 10-10-2018, 12:06 PM	15 responses 100 views 0 likes	Last Post by CnP.Support 10-11-2018, 06:27 AM
How to populate the Campaign value on a blank field in Recurring Detail? by Susanna Started by Susanna, 10-01-2018, 06:00 PM	5 responses 71 views 0 likes	Last Post by CnP.Support.AM 10-09-2018, 09:14 AM
Credit Card Type not mapping by mjokiman Started by mjokiman, 10-04-2018, 11:09 AM	2 responses 43 views 0 likes	Last Post by mjokiman 10-05-2018, 10:50 AM
Can't Change Connected Salesforce User by Unportant Started by Unportant, 10-02-2018, 01:14 PM	1 response 29 views 0 likes	Last Post by CnP.Support.AM 10-03-2018, 07:40 AM
Post to Salesforce Errors by [email protected] Started by [email protected], 09-27-2018, 03:40 PM	3 responses 66 views 0 likes	Last Post by CnP.Support.AM 09-28-2018, 09:30 AM
DateTime element by briegull Started by briegull, 09-27-2018, 11:37 AM	1 response 25 views 0 likes	Last Post by CnP.Support.AM 09-28-2018, 02:42 AM
Primary Campaigns not mapping correctly by kuhlemann Started by kuhlemann, 09-18-2018, 09:55 AM	6 responses 114 views 0 likes	Last Post by kuhlemann 09-19-2018, 12:32 PM
Projecting Pledge Payments by [email protected] Started by [email protected], 09-14-2018, 02:12 PM	4 responses 53 views 0 likes	Last Post by [email protected] 09-19-2018, 09:36 AM
account not working by ArchieBray Started by ArchieBray, 09-17-2018, 12:18 PM	2 responses 40 views 0 likes	Last Post by ArchieBray 09-18-2018, 10:55 AM
Expected "Recurring Donation" functionality with Salesforce/NPSP Integration by OneTenthConsulting Started by OneTenthConsulting, 09-14-2018, 09:30 AM	1 response 118 views 0 likes	Last Post by CnP.LiveSupport.AB 09-18-2018, 09:55 AM
Donations Randomly Posting w/out Primary Campaign Source by [email protected] Started by [email protected], 09-18-2018, 08:59 AM	1 response 59 views 0 likes	Last Post by CnP.Support.AM 09-18-2018, 09:40 AM
Process In-Kind donations by [email protected] Started by [email protected], 09-14-2018, 01:13 PM	1 response 34 views 0 likes	Last Post by CnP.LiveSupport.AB 09-18-2018, 09:33 AM
Matching transactions to pledges by [email protected] Started by [email protected], 09-14-2018, 01:21 PM	1 response 24 views 0 likes	Last Post by CnP.Support.AM 09-17-2018, 08:57 AM
C&P Designer Not resizing images by kuhlemann Started by kuhlemann, 09-12-2018, 11:29 AM	1 response 46 views 0 likes	Last Post by CnP.Support.AM 09-17-2018, 07:40 AM
Additional Fee Creating Multiple Opportunities by zacherytapp Started by zacherytapp, 01-16-2017, 01:59 PM	6 responses 133 views 0 likes	Last Post by CnP.Support.AM 09-17-2018, 04:59 AM
Temporary Contact keep returning after being processed by franharrington Started by franharrington, 09-14-2018, 11:09 AM	1 response 29 views 0 likes	Last Post by CnP.Support.AM 09-17-2018, 03:39 AM
Primary Campaign Source not being populated from Transaction's Campaign by [email protected] Started by [email protected], 09-13-2018, 05:53 PM	2 responses 100 views 0 likes	Last Post by CnP.Support.AM 09-17-2018, 03:16 AM
Matched contact is still going to "Temporary Contacts" by OneTenthConsulting Started by OneTenthConsulting, 09-07-2018, 02:44 PM	5 responses 43 views 0 likes	Last Post by CnP.Support.AM 09-12-2018, 05:19 AM
Settings are being ignored when connecting to Salesforce NPSP by OneTenthConsulting Started by OneTenthConsulting, 09-10-2018, 10:25 PM	3 responses 37 views 0 likes	Last Post by CnP.Support.AM 09-12-2018, 04:29 AM
Move Campaign into new C&P Account by [email protected] Started by [email protected], 09-10-2018, 05:53 PM	1 response 31 views 0 likes	Last Post by CnP.Support.AM 09-11-2018, 02:58 AM
Search limited in updated layout for Temporary Contacts by [email protected] Started by [email protected], 09-06-2018, 06:25 PM	1 response 27 views 0 likes	Last Post by CnP.Support.AM 09-07-2018, 08:56 AM
Field to indicate if transaction is from Virtual Terminal by jkwok Started by jkwok, 09-05-2018, 09:18 PM	1 response 24 views 0 likes	Last Post by CnP.Support.AM 09-06-2018, 05:53 AM
Showing both donation amount and "additional fee" on one email receipt by franharrington Started by franharrington, 09-04-2018, 02:21 PM	3 responses 27 views 0 likes	Last Post by CnP.Support.AM 09-06-2018, 03:47 AM
What does a "Void" transaction mean? by mjokiman Started by mjokiman, 08-30-2018, 01:32 PM	12 responses 114 views 0 likes	Last Post by CnP.Support 09-05-2018, 10:58 AM
Campaign and Primary Fund Not Mapping by Nichole.Cramer Started by Nichole.Cramer, 09-04-2018, 10:27 AM	1 response 27 views 0 likes	Last Post by CnP.Support.AM 09-04-2018, 10:48 AM
C&P Online Account Record Type by cgallardo Started by cgallardo, 08-22-2018, 11:29 AM	3 responses 77 views 0 likes	Last Post by cgallardo 08-23-2018, 07:35 AM
Opt-in Receipt After Recurring Donation Established by dstephens Started by dstephens, 08-21-2018, 11:38 AM	1 response 25 views 0 likes	Last Post by CnP.Support.AM 08-23-2018, 03:12 AM
ECheck Transactions Not Processing by Northern Plains Started by Northern Plains, 08-22-2018, 10:29 AM	2 responses 41 views 0 likes	Last Post by Northern Plains 08-22-2018, 05:25 PM
Transactions Not Posting to Salesforce Reports by joel.goodhart Started by joel.goodhart, 08-15-2018, 05:11 PM	8 responses 97 views 0 likes	Last Post by joel.goodhart 08-22-2018, 03:45 PM
Transactions Declined with Widget and Virtual Terminal by jaskelson Started by jaskelson, 08-19-2018, 03:38 PM	1 response 26 views 0 likes	Last Post by CnP.Support.AM 08-20-2018, 03:01 AM
Glitch after submitting a donation by Nichole.Cramer Started by Nichole.Cramer, 08-13-2018, 10:59 AM	4 responses 43 views 0 likes	Last Post by Nichole.Cramer 08-16-2018, 10:28 AM
Recurring Payments and Installments by IrisWyatt Started by IrisWyatt, 08-13-2018, 01:19 PM	5 responses 207 views 0 likes	Last Post by CnP.Support.AM 08-16-2018, 09:22 AM

Previous 1 10 20 36 template Next

No topics found.

Mark This Channel Read

Announcement

Information Needed