Carl Paulsen
- Total activity 23
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 6
Activity overview
Latest activity by Carl Paulsen-
Carl Paulsen created a post,
Fees and Donations in the C&P Data xml
We at WaterGrass still have some clients using our donation processing instead of the C&P PaaS or C&Pay systems. We parse the xml for values that we post to opportunities. We also have a method t...
-
Carl Paulsen commented,
Thank you, that's helpful. It seems to be working now.
-
Carl Paulsen created a post,
Options for donation naming setup
I need to set up two naming conventions for C&P donations; one for recurring donations and one for one-time gifts. Both need the name of the Salesforce campaign embedded in the name. Is this poss...
-
Carl Paulsen commented,
This is very helpful, and it's good to know we retain control. I was concerned about conflicts between different apps trying to control the email field, but it looks like we have the final say. I...
-
Carl Paulsen commented,
OK, I do have a question. Are you saying “aliasing” and thus any SF field updates only occur when the system is set to create Temporary Contacts (e.g. the Match Mode is set to Manual)? And if Sem...
-
Carl Paulsen commented,
Thank you. That's essentially how the Click and Pay Suite works, but I had not been able to follow that in the old app. I'll take a look and get back if I have any further questions. I appreciat...
-
Carl Paulsen created a post,
Question about old SF Contact update behavior
This question is about the old Salesforce app behavior. My understanding is that once a C&P donor gets connected to a Contact in Salesforce the system aliases the two so that if there are changes ...
-
Carl Paulsen commented,
Note the Data xml records do exist in the database so the records made it into SF. The records I'm looking at were this week or last.
-
Carl Paulsen created a post,
Sandbox synchronizer not working?
Once again the synchronizer doesn't seem to be posting data to the sandbox. There have been recent transactions recorded in production, but they are not making it into the sandbox. I notice that ...
-
Carl Paulsen commented,
One more thing. In the image above, you can set up a default mapping on the Default tab that will set the primary campaign source for cases where there is no Primary mapping that captures the camp...