Carl Paulsen

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Recent activity by Carl Paulsen Recent activity Votes
  • 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...

  • 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...

  • 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 ...

  • 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 ...

  • PaaS connector to Salesforce error with last name

    Hi all, We received an error when a C&P Data record came into Salesforce with a last name specified in the XML as “![CDATA[Pinto & Sommen]]" (or more fully, <![CDATA[Pinto & Sommen]]>).  As you may...

  • Sandbox not posting to Opportunity

    I have a sandbox installation which you all have helped me with.  It is connected to production and I have set up opportunity postings and oppty contact role postings but I don't seem to be getting...