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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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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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Thank you! But, how exactly do I set up this correctly? If you can give me a link to any documentation you have that would be helpful!
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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/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpCComment
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