Salesforce Donor Management

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Closed, Sticky: Donor Management (PaaS) Release Notes by CnP.Support Started by CnP.Support, 01-09-2017, 01:38 PM	0 responses 2,439 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 621 views 0 likes	Last Post by CnP.Support 02-16-2014, 04:34 PM
Transaction not posting by girishbhatia Started by girishbhatia, 02-24-2019, 08:25 AM	3 responses 65 views 0 likes	Last Post by CnP.Support.AM 02-25-2019, 09:43 AM
Associating an Existing Donation with a Different Account by DanielleSly Started by DanielleSly, 02-21-2019, 02:33 PM	2 responses 58 views 0 likes	Last Post by DanielleSly 02-22-2019, 03:07 PM
Salesforce Link Not Working by [email protected] Started by [email protected], 02-20-2019, 12:32 PM	1 response 18 views 0 likes	Last Post by [email protected] 02-20-2019, 04:14 PM
Primary Campaign Source is Blank for Recurring Donations by mjokiman Started by mjokiman, 09-07-2018, 04:05 PM	44 responses 413 views 0 likes	Last Post by CnP.Support.AM 02-20-2019, 09:38 AM
Connect C&P to Production and Sandbox by [email protected] Started by [email protected], 02-15-2019, 07:59 AM	3 responses 138 views 0 likes	Last Post by CnP.LiveSupport.AB 02-20-2019, 09:05 AM
Mailchimp integration by [email protected] Started by [email protected], 01-11-2019, 02:21 PM	8 responses 333 views 0 likes	Last Post by CnP.Support.AM 02-13-2019, 02:20 AM
Conflict with Duplicate Rules by [email protected] Started by [email protected], 02-06-2019, 08:04 PM	5 responses 205 views 0 likes	Last Post by CnP.Support.AM 02-11-2019, 05:42 AM
Pre-Auth is causing Closed Lost in Salesforce by Bill Sundahl Started by Bill Sundahl, 02-04-2019, 03:30 PM	2 responses 48 views 0 likes	Last Post by CnP.LiveSupport.AB 02-08-2019, 09:14 AM
Temp Contacts by ctugwell Started by ctugwell, 02-06-2019, 05:00 PM	3 responses 39 views 0 likes	Last Post by CnP.Support.AM 02-07-2019, 01:50 AM
donations not posting with Salesforce by jasonleming Started by jasonleming, 01-29-2019, 11:59 AM	1 response 24 views 0 likes	Last Post by CnP.Support.AM 01-30-2019, 04:02 AM
Related Custom Questions by [email protected] Started by [email protected], 01-24-2019, 03:16 PM	1 response 25 views 0 likes	Last Post by CnP.Support.AM 01-25-2019, 01:40 AM
Implementing Lightning on our instance by Coleen Started by Coleen, 01-24-2019, 05:55 PM	1 response 142 views 0 likes	Last Post by CnP.Support.AM 01-25-2019, 01:19 AM
Workato integration? by jkwok Started by jkwok, 01-23-2019, 07:34 PM	0 responses 50 views 0 likes	Last Post by jkwok 01-23-2019, 07:34 PM
Batch Invoicing by ctugwell Started by ctugwell, 01-18-2019, 10:48 AM	2 responses 32 views 0 likes	Last Post by CnP.Support.AM 01-21-2019, 05:46 AM
Potential Temporary Contacts not producing aliases by cbarton Started by cbarton, 03-13-2018, 01:42 PM	9 responses 91 views 0 likes	Last Post by cbarton 01-18-2019, 09:11 AM
Error when trying to visit the custom mapping tab in C&P settings by Dustinnmoore Started by Dustinnmoore, 01-12-2019, 10:44 AM	3 responses 53 views 0 likes	Last Post by CnP.Support.AM 01-16-2019, 01:33 AM
Virtual Terminal Transactions are not mapping the Primary Campaign to the Opportunity by kuhlemann Started by kuhlemann, 01-09-2019, 05:48 PM	6 responses 69 views 0 likes	Last Post by kuhlemann 01-14-2019, 11:09 AM
Unable to Cancel recurring transaction in Salesforce by mjokiman Started by mjokiman, 01-10-2019, 05:48 PM	3 responses 40 views 0 likes	Last Post by CnP.Support.AM 01-14-2019, 03:33 AM
Multiple Salesforce admins accessing C&P transactions by [email protected] Started by [email protected], 01-11-2019, 09:03 AM	1 response 19 views 0 likes	Last Post by [email protected] 01-11-2019, 09:47 AM
Form of Payment field on Virtual Terminal by Eric Pitts Started by Eric Pitts, 01-03-2019, 02:02 PM	8 responses 73 views 0 likes	Last Post by CnP.Support.AM 01-08-2019, 09:56 AM
Post Install by ctugwell Started by ctugwell, 01-03-2019, 03:22 PM	5 responses 49 views 0 likes	Last Post by CnP.Support.AM 01-08-2019, 09:16 AM
Primary Campaign Source Missing by [email protected] Started by [email protected], 01-07-2019, 08:23 AM	1 response 107 views 0 likes	Last Post by CnP.LiveSupport.AB 01-07-2019, 10:25 AM
Where to set up SKUs by [email protected] Started by [email protected], 12-26-2018, 03:52 PM	9 responses 379 views 0 likes	Last Post by [email protected] 01-04-2019, 09:56 AM
How long should it take for a donation to show in Salesforce? by [email protected] Started by [email protected], 01-02-2019, 12:11 PM	4 responses 46 views 0 likes	Last Post by [email protected] 01-03-2019, 12:28 PM
Submit Button Not Working by CORAL Started by CORAL, 12-28-2018, 01:37 PM	1 response 27 views 0 likes	Last Post by CnP.LiveSupport.AB 12-28-2018, 03:41 PM
Campaign Issue discussed in the live support. Amanda to by Sean2000 Started by Sean2000, 12-27-2018, 03:33 PM	1 response 41 views 0 likes	Last Post by CnP.LiveSupport.AB 12-28-2018, 09:13 AM
Using Virtual Terminal by [email protected] Started by [email protected], 12-26-2018, 03:28 PM	5 responses 106 views 0 likes	Last Post by [email protected] 12-28-2018, 08:42 AM
Address mapping for existing records by EPIKproject Started by EPIKproject, 12-23-2018, 11:51 PM	3 responses 39 views 0 likes	Last Post by CnP.Support.AM 12-26-2018, 01:26 AM
Event Tickets in Salesforce Event Management by jcastillo Started by jcastillo, 12-12-2018, 04:13 PM	2 responses 31 views 0 likes	Last Post by jcastillo 12-21-2018, 08:32 AM
Fraud transaction by ctugwell Started by ctugwell, 12-20-2018, 01:55 PM	1 response 21 views 0 likes	Last Post by CnP.Support.AM 12-21-2018, 05:34 AM
Invoices by ctugwell Started by ctugwell, 12-18-2018, 03:02 PM	1 response 28 views 0 likes	Last Post by CnP.Support.AM 12-19-2018, 05:39 AM
Virtual Terminal - Existing Patron lookup by Eric Pitts Started by Eric Pitts, 11-27-2018, 03:38 PM	16 responses 174 views 0 likes	Last Post by Eric Pitts 12-14-2018, 03:26 PM
Transactions won't post/update automatically. by alejandroedlm Started by alejandroedlm, 12-14-2018, 02:39 PM	0 responses 29 views 0 likes	Last Post by alejandroedlm 12-14-2018, 02:39 PM
No Opportunity Created by Bluehenjeff Started by Bluehenjeff, 12-13-2018, 03:54 PM	1 response 20 views 0 likes	Last Post by CnP.Support.AM 12-14-2018, 09:37 AM
Problem connecting to campaigns in SalesForce using Virtual Terminal by VictoryGardenInitiative Started by VictoryGardenInitiative, 12-10-2018, 11:07 AM	5 responses 31 views 0 likes	Last Post by CnP.Support.AM 12-14-2018, 05:54 AM
C&P Processing fees all showing as 0? by Louise Kelly Started by Louise Kelly, 12-04-2018, 07:14 PM	4 responses 56 views 0 likes	Last Post by Louise Kelly 12-12-2018, 12:04 PM
Need Help RE: Best Practice to Reconcile TransLink Deposit Report with C&P by Kristin Kanitz Started by Kristin Kanitz, 08-27-2018, 03:13 PM	7 responses 124 views 0 likes	Last Post by CnP.LiveSupport.AB 12-12-2018, 10:30 AM
Merging Duplicate Contacts by btc123 Started by btc123, 12-06-2018, 04:26 PM	1 response 30 views 0 likes	Last Post by CnP.Support.AM 12-12-2018, 06:38 AM
Customizing C&P connect portal to match our branding style. by jcastillo Started by jcastillo, 12-10-2018, 06:51 PM	1 response 37 views 0 likes	Last Post by CnP.Support.AM 12-12-2018, 04:52 AM
Transaction won't post to Salesforce by cprep Started by cprep, 12-11-2018, 06:37 PM	1 response 24 views 0 likes	Last Post by CnP.Support.AM 12-12-2018, 03:29 AM
Issue with opportunities not being created by unionsettlement Started by unionsettlement, 12-11-2018, 11:45 AM	3 responses 47 views 0 likes	Last Post by CnP.Support.AM 12-12-2018, 03:13 AM
IO Exception: Read timed out by dstephens Started by dstephens, 12-10-2018, 01:56 PM	2 responses 136 views 0 likes	Last Post by CnP.Support.AM 12-12-2018, 03:11 AM
Multiple Opportunities created by a transaction by seedsysdev Started by seedsysdev, 12-05-2018, 11:04 AM	3 responses 47 views 0 likes	Last Post by CnP.Support.AM 12-12-2018, 01:31 AM
Adding drop down menus in donation forms by jcastillo Started by jcastillo, 10-23-2018, 11:05 AM	2 responses 36 views 0 likes	Last Post by jcastillo 12-10-2018, 06:48 PM
Testing C&P Forms by [email protected] Started by [email protected], 12-05-2018, 08:23 AM	3 responses 56 views 0 likes	Last Post by CnP.Support.AM 12-06-2018, 03:03 AM
Changes made in database by C&P by [email protected] Started by [email protected], 10-05-2018, 10:04 PM	4 responses 100 views 0 likes	Last Post by CnP.LiveSupport.AB 12-05-2018, 08:57 AM
Cannot locate donation form in Salesforce to make changes and add fields by [email protected] Started by [email protected], 12-04-2018, 10:21 PM	1 response 26 views 0 likes	Last Post by CnP.Support.AM 12-05-2018, 02:29 AM
Assist with recurring and card expired by ctugwell Started by ctugwell, 11-30-2018, 09:25 AM	1 response 56 views 0 likes	Last Post by CnP.Support.AM 11-30-2018, 09:50 AM
Contacts and Transactions Not Showing Up in Salesforce by abrown-ppc Started by abrown-ppc, 11-28-2018, 12:02 PM	3 responses 39 views 0 likes	Last Post by CnP.Support.AM 11-29-2018, 03:18 AM
Donation date disparity by alpearl Started by alpearl, 11-27-2018, 12:04 PM	3 responses 30 views 0 likes	Last Post by CnP.Support.AM 11-29-2018, 03:12 AM

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