Debbie VanEpp
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Activity overview
Latest activity by Debbie VanEpp-
Debbie VanEpp commented,
Hello Jacob, I have asked the developers to upgrade your instance. We will let you know when it is complete.
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Debbie VanEpp created an article,
Click & Pay Suite (Salesforce): Create Salesforce Site
Click & Pledge's "Click & Pay Suite" app for Salesforce makes use of a feature called 'Salesforce Sites' so that your organization does not have additional costs to send custom emails and publish e...
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Debbie VanEpp created an article,
CONNECT: Integrations
This article focuses on integrations that operate through Click & Pledge CONNECT payment forms. Other Click & Pledge integrations exist in our Salesforce app, Click & Pay Suite, or interact direct...
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Debbie VanEpp created an article,
Click & Pay (Salesforce): Using SKUs to Map
Click & Pledge takes advantage of the concept of SKUs by noting the SKUs in every transaction received by Salesforce and consulting the SKU rules in Click & Pay Suite to determine how to record the...
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Debbie VanEpp commented,
Hello Jillian,The card on file cannot be deleted from CONNECT. If there is a dispute, charge back, transaction questions for Stripe, or any legal questions, we need it for reference. We can delet...
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Debbie VanEpp created an article,
Click & Pay Suite (Salesforce): Vault >Virtual Terminal > Batch Upload
You can process multiple transactions using the Virtual Terminal. Transactions are created in your C&P Account and brought into SalesforceRequirements: Minimum Required Fields. Basket Id (Column A)...
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Debbie VanEpp created an article,
Click & Pay (Salesforce): C&P Accounts
Linked Account(s): C&P AccountsC&P Accounts > Linked Account(s) provides information about the account(s) linked to your Salesforce instance. Click on the account number to view details of the acc...
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Debbie VanEpp created an article,
CONNECT Account Verification
Why: To maintain best practices and PCI Level 1 requirements, CONNECT requires admin users to review their account profile and active users list every 90 days to ensure information is current and s...
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Debbie VanEpp commented,
Hi Kathleen,There is a Stripe Report in Salesforce that will give you all the data you need. You also need an upgrade for Click & Pay.Will you grant us access to your Salesforce Instance and I wil...
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Debbie VanEpp commented,
Hi Monika,There is not a SKU for the Event, only the SKU on each level.