Carl Paulsen

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Activity overview

Latest activity by Carl Paulsen

  • Carl Paulsen commented,

    OK.  Why such a complicated system for turning off processing instead of a simple button?  Many users will be stumped about how to set this up.  We need to keep disconnected (the second option) for...

    View comment Carl Paulsen 0 votes

  • Carl Paulsen created a post,

    turning off C&Pay when first installed

    I think there was going to be a switch installed in C&Pay to allow users to turn off the system while doing setup or making important changes so gifts won't flow into Salesforce.  Does that exist a...

    Carl Paulsen 2 followers 2 comments 0 votes

  • 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 2 followers 1 comment 0 votes

  • Carl Paulsen commented,

    Thank you, that's helpful.  It seems to be working now.

    View comment Carl Paulsen 0 votes

  • 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 2 followers 2 comments 0 votes

  • 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...

    View comment Carl Paulsen 0 votes

  • 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...

    View comment Carl Paulsen 0 votes

  • 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...

    View comment Carl Paulsen 0 votes

  • 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 3 followers 5 comments 0 votes

  • 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.

    View comment Carl Paulsen Edited 0 votes