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Create Primary Affiliation (Account) for Click and Pledge Registran

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  • Create Primary Affiliation (Account) for Click and Pledge Registran

    We are asking for an event registrant to list their title and primary affiliation (account) on the click and pledge registration form. Is there a way to automatically create these Primary Affiliation and Account records (if they do not already exist and there is no match) in Salesforce? If so, where would we specify this to happen (and how)?

  • #2
    Primary affiliation is a "lookup" field that is added when you install NPSP. As a lookup field, the actual data stored in Salesforce 'behind the scenes' is the Account Id, but Salesforce displays the Account name to the user.

    The challenge this creates is that the app would need to have an 'account match on text'. which introduces all the same issues that matching a Contact has- actually even more so, because at least in theory email is a fairly consistent way to uniquely identify a Contact.

    Think about all the ways the name of a business can be slightly different by a character.
    • with or without "LLC, Inc."
    • Acronyms (so many of these!) vs the 'long name' of business
    • Businesses merging and re-branding
    If all the program did was match on text, the rate at which this would fail to correctly identify the account would be very high- maybe 40%.

    You can certainly include a Custom Question to collect the text name, and use it to populate a custom field so that your staff could manually associate the correct account afterwards, but currently our app does not autopopulate Primary Affiliation.



    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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    • #3
      Ok, thank you. I am fairly new to C&P, and to clarify, a custom question would be included on the registration form (and I would create in C&P). I would then create a custom field on the Contact object on the Salesforce side and then map the value from the field in the registration form to the field in Salesforce?

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      • #4
        Yes, you may map those custom questions to the custom fields in Salesforce through Custom Mapping in C&P Settings: http://help.clickandpledge.com/custo...ticles/1164713
        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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