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Mapping form fields to Salesforce Opportunity fields
I am new to C&P though have used other apps that integrate to Salesforce before. I'm trying to figure out how to map a field on the form to our Salesforce...
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Donations captured online are not posting to Connect (or Salesfroce)
I created a ticket and attended live support related to this issue, was told to post here. Looking for a reply ASAP as we are on the last day of a high-volume...Last edited by SpencerGump; 08-31-2020, 01:11 PM.
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Custom form field mapped but not showing on front end
I added a custom field to our registration form and mapped it to a picklist field I created. However, when viewing the form on the front-end, the slot...2 Photos
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Declined transactions posting to Salesforce
Is there a way to prevent declined transactions from posting to Salesforce? All our donations come into Salesforce with the stage "posted",...
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How to switch the C&P connected user
Hi, we need to switch the connected user for C&P in Salesforce. How do we do that?
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All online donations are going to "temporary contacts"
Hi,
Somehow all of the online donations are going to "temporary contacts" even those that match existing donors first, last &...
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Collect Sponsor Payment within Registration, but not require Attendee Names/Info
Hello,
We have a Registration Page where we are asking for Sponsors at certain levels.
The Registration form is currently providing...
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Salesforce Campaigns not showing on Transaction or Opportunity Records
The last couple days when I posted a donation in the Salesforce Virtual Terminal (check and cash donations) the Primary Campaign Source was not filling...3 Photos
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Virtual Terminal Existing Patron Lookup
Hi,
I'm having trouble with the VT existing patron lookup.
When we enter the email or contactid, nothing is found even though...
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Testing C&P Forms
There are a few threads on this, but I can't find a current, definitive answer - how is it recommended that we test C&P Connect Forms to make sure...
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Virtual Terminal transactions - Error posting data to Salesforce email notice
We have users who are using the Virtual Terminal to process transactions. But due to the amount of workflows/processes that we have on our opportunity...