Announcement

Collapse

Information Needed

See more
See less

Map Live Stream/ Patron Comments into salesforce.

Collapse
X
  • Filter
  • Time
  • Show
Clear All
new posts

  • Map Live Stream/ Patron Comments into salesforce.

    Is it possible that the comment section int the donation form (Live Stream/Patron Comment) be captured and save this information in Salesforce?

  • #2
    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

    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


    • #3
      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!

      Comment


      • #4
        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/0F980000000CjpC

        Comment


        • #5
          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.
          Attached Files

          Comment


          • #6
            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/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              I granted you Account Login Access.
              I see the Public Comment value in C&P Data with Transaction-6754 and order number 32291-1812281607558897259 but how can we use this in reporting?
              Thank you!

              Comment


              • #8
                Good day @jcastillo

                We reviewed and found that per mapping it has been mapped to the Contact field. Please see:

                Click image for larger version

Name:	Contact field map.jpg
Views:	12
Size:	99.2 KB
ID:	44283

                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/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment


                • #9
                  Oh ok! makes total sense! Thanks so much! appreciate everything you do!

                  Comment


                  • #10
                    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

                    Comment


                    • #11
                      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

                      Comment

                      Working...
                      X