Is it possible that the comment section int the donation form (Live Stream/Patron Comment) be captured and save this information in Salesforce?
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Map Live Stream/ Patron Comments into salesforce.
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Good day @jcastillo
Yes, we are posting that information into the Salesforce as Public Comment and you may map the Public Comment into the following three objects in Salesforce: Accounts, Contacts, and Opportunities.Regards,
Click & Pledge Support Department
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Good day @jcastillo
Please review the following KB article: http://help.clickandpledge.com/custo...ticles/1164713
You may set up the mapping for Public Comment in custom question mapping.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/
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I'm not sure of the setup I created and it doesn't work as well after a few attempts to map the comments. I wonder if there's a specific step to this Public Comment mapping that you can share aside from the general reference you shared.
I've attached a screenshot of what I did so far.
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Good day @jcastillo
Please note that the question should be the same as it is under C&P Data in order to map the fields. Would you please grant us access and share the order number so that we can review it?
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/
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Good day @jcastillo
We reviewed and found that per mapping it has been mapped to the Contact field. Please see:
You have not added the field to the contact layout. We simply added the Comments/Questions field by editing the page layout.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/
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Hi!
I've got another question regarding this...
I've been trying to Map the comments into the opportunity page layouts in salesforce and I can't get it to work. As of now, we'd like to show comments in this list view I've set up: https://sforce.co/2FweXHl
I already granted you account login access so you can go ahead and see the page I'm referring to.
Thanks again and I look forward to your response!
Joward
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The reason you don't see the comments on that list because there are NO comments mapped to that field for Opportunity Object. Of course, if you map to that field for Opportunity Object then it will appear.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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