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Issue with a SalesForce Contacts field appearing inconsistently in Click & Pledge

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  • Issue with a SalesForce Contacts field appearing inconsistently in Click & Pledge

    Hi Team,

    I’ve encountered an issue that I need to bring to your attention, in case we have some kind of configuration issue with our SalesForce instance (or possibly a permissions issue with a field, preventing Click & Pledge from seeing it).

    In our SalesForce instance, if we go to Setup > Build > Customize > Contacts > Fields, under the “Contact Standard Fields” and under “Contact Custom Fields & Relationships”, there is no field called “Company Name”.

    Yet, under Click & Pledge, Click & Pledge Settings > Custom Question > Custom Question Map, under “Custom Question Map Field Settings”, there IS a field called “Company Name”. Here’s a screen capture:

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    So, somehow Click & Pledge is picking up a field that evidently does not exist where it’s supposed to exist in SalesForce, yet it’s absent. Complicating matters is that, still in Click & Pledge, under “Event Management”, in Event > Designer > Registration Form, in the “Contact Fields” tab, when selecting a mapping for a custom question, this field likewise is absent. Again a screen capture:

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    As you can see above, the fields are in alpha order, yet “Company Name” is missing. So it IS present in one part of Click & Pledge, but not in another, and appears missing in SalesForce, yet does exist in at least one place in Click & Pledge.

    So I mention this in case there is indeed some data-synchronization issue or configuration issue in SalesForce. But it’s troubling that it doesn’t appear in any of our SalesForce Contact Fields definitions.

    Anyway, just wanted to bring this to your attention. Let me know if you need any more information about this from me.

    Thanks!

    Lew Hollerbach
    Director of Technology
    Financial Women of San Francisco
    [email protected]
    Advancing the success of women in finance

  • #2
    Good day Lew,

    In your instance you don't have a "FIELD" called "Company Name". The "Account" field label has changed to "Company Name". Please see below:

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    Looking at the relationship in Salesforce (shown below) when the Account ID is looked up we see the Account Name which is what has been relabeled to the "Company Name".

    Click image for larger version

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    In C&P Settings we allow the Account ID to be changed based on SKU or Custom Question. The lookup allows selection of a specific account in case of a new contact, e.g. a bucket account.

    In event, the registrant is not allowed to select his/her account in the registration form. In the Event module we block all ID fields.

    I hope that answers your question.

    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

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