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Salesforce Auctions Integration

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  • Salesforce Auctions Integration

    Hello,

    I am trying to configure Auctions for Salesforce to accept credit card payments via C&P integration. The instructions in the Auctions for Salesforce integration guide are a bit over my head. Does C&P have a guide for the integration steps that will allow us to process cards upon check in using Auctions for Salesforce?

    Also, wondering if we need to make any C&P updates to our instance beforehand? Our Org # is 00Dd0000000ha6h and I've granted C&P access to our instance.

    Thank you!

    Elise

  • #2
    Hi again ...

    Looks like I need to plug some missing into these strings and then copy and paste them into formula fields within the attached screenshots. Are these strings something you can provide? Thank you!


    https://evt.salesforce.cloud.clickandpledge.com?SFOrgID={5 } &SFeVTID=&CnPAID= &SFContactID={0}&b1=Auction%20Validation%20Only&up 1=0&PreAu th=1&subtxt=Save%20Payment%20Info

    &

    https://evt.salesforce.cloud.clickandpledge.com?SFOrgID={5 } &SFeVTID=&CnPAID= &SFContactID={0}&b1=Auction%20Purchases&up1={2}&sh owTotal=1 &SessionId={3}&ServerURL={4}&OppIDs={6}


    Elise




    Comment


    • #3
      Good day @rvfoodbank

      We reviewed and set all the necessary settings in your instance. We have created a record in eVT with the name "Account Verification" and a record in Custom Settings with the same name. Please change C&P Account in eVT through which you would like to process with.

      Please login to https://portal.clickandpledge.com and navigate to the Account Information >> 3r Party >> Sf eVT >> here establish the connection.

      If you want to change any settings in Custom settings, you may change including Name on the below location:

      >> Setup >> Built >> Develop >> Custom Settings >> Auction Settings >> Click on Manage button, here you can find a record with the name of Account Verification you may edit it.

      In that settings, Credit Card Charge URL formula and Credit Card Validate URL Formula are the fields to show payment pages in Check-out and Check-in pages respectively.

      Please review it and let us know if you find any issues.

      However, we have upgraded your instance with the latest versions of our apps.

      It is highly recommended that you login to the Connect & re-establish connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

      To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection

      Latest Release notes: http://cnp.mn/Salesforce-Latest-Releases
      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


      • #4
        Thank you! I completed the steps, and upon trying to enter a credit card in the Check-In tab/Auctions for Salesforce I received the following notice. I then followed the instructions from the pop-up and it still did not work. I appreciate your assistance!
        Attached Files

        Comment


        • #5
          Good day @rvfoodbank

          Would you please confirm that you have established the Sf eVT connection in the C&P Account#17661 which is used in eVT?
          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


          • #6
            Hi, Our account number should be 20500, not 17661. Thank you!

            Comment


            • #7
              Good day @rvfoodbank

              We have changed the account number to 20500 in eVT.

              Please check now and let us know if you find any issues.
              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

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