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Integrating C&P Events and Auctions for Salesforce

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  • Integrating C&P Events and Auctions for Salesforce

    I'm about to setup a client for use of Auctions for Salesforce with Click & Pledge. I have already configured the C&P embedded Virtual Terminal for use in AfS checkin/checkout. I am planning to use C&P Events for online ticket sales, and to configure it as described here in order to populate Auctions campaigns directly: http://help.clickandpledge.com/custo...for-salesforce.

    I found this post about exporting event attendees and importing them into auctions for Salesforce attendee campaign: http://help.clickandpledge.com/custo...for-salesforce. So now I'm confused. Is this step necessary if I configure C&P Events as described in the first post?

    I know that C&P v10 will provide much closer and better integration with Auctions for Salesforce (looking forward to it!), but my client wants the functionality for their fall event, so I'm trying to get an understanding of the current integration. I saw the post about the need to manually delete opportunities after AfS checkout because they are redundant with Purchased Item opportunities, though the post ends with "This question was answered during office hours", so I'm not clear on which opportunities must be deleted and in what situations. Can you point me to the latest information on that topic, and anything else I should know about what the integration will look like with C&P V9.x and how your customers use it operationally?

    Thanks!
    Last edited by snesson; 06-08-2016, 01:03 PM.

  • #2
    Good day!

    The steps in the article which you are referring to (http://help.clickandpledge.com/custo...for-salesforce) is not at all mandatory for integration Auctions with Events. That is only needed when you need to import the Attendee's into Auctions from Events.

    ​​​​​​​Thanks,
    Regards,
    Click & Pledge Support Department

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    Join us @ the educational webinars: https://clickandpledge.com/webinars/
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    • #3
      Good to know. What about the second part of the question: if I'm using the eVT to check-out during or after the event, in what situation do I need to delete opportunities that are created during the checkout? At check-out, the patron will pay for auction items purchased, and perhaps for event tickets if they were not purchased in advance. Are there opportunities created during that process that need to be manually updated or deleted after checkout?

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      • #4
        Good day!

        In Events we are creating the opportunity for every Attendee. So, for now we are not suggesting to delete any opportunities.

        Thanks,
        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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