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Salesforce Connection

Connecting your account with Click & Pledge and Salesforce is as easy as entering a few parameters in the Click & Pledge's administrative portal.  Any number of Click & Pledge accounts may be connected to a single Salesforce account through the following steps: [Once activated all checkout pages as well as API and widgets will post donation and payment information to the Salesforce account]

NOTE: API Class Library version should be 2.3000 or more.

Step By Step Procedure:

Login to the Administrative Portal: https://portal.clickandpledge.com

Salesforce Connection

Step 1: Click on Account Info.

Step 2: Click on 3rd Party.

Step 3: Click on SF Connection. SF Connection is a token less connection.

Step 4: Account Type: Select the Account type.

Sandbox: Sandbox is used for testing and development. After developing here, we will move to production.

NOTE: If your Salesforce instance is Sandbox then on the right top there will be a word called “Sandbox: xxxxx”. Xxxx means name of the Sandbox.       

Production: Day-to-day activities will be performed in Production.

NOTE: If your Salesforce instance is Production then there won’t be any sign.

Step 5: Login URL: Salesforce Login URL is the complete address of your Salesforce account.

Eg:- https://na15.salesforce.com or https://xyz.my.salesforce.com where xyz is the custom domain name.

Salesforce URL

Step 6: Salesforce.com Organization ID: Follow these steps to find the Organization ID.

Salesforce > Setup > Administrative Setup > Company Profile > Company Information > Salesforce.com Organization ID.

Copy the Organization ID and paste it in the allocated text-box.

Step 7: Click on Verify button. After clicking on Verify button, the page will redirects to the Portal login screen. Enter the details and check, you will see that the connection is Connected.

NOTE: If it is not connected then you might enter wrong Login URL or wrong Organization ID.

Step 8: Enable post to Salesforce: Enable the Check-box, so that the transactions which are posted by Salesforce to Portal will be posted back to Salesforce after verification.

Step 9: Error Notification List: The error transaction details will be emailed to the email ids which are mentioned here. Make sure to separate the emails with semi-colon (;).

Step 10: Click on Update to save the settings.

Salesforce Embedded Virtual Terminal

Embedded Virtual Terminal is used in Auctions. If the customer is not interested to share his Credit Card details, then the Event coordinator can send the eVT link. Through this link, the customer can enter the details and process the transaction on his own.

Eg: - The following screenshot is one of the example eVT  where the customer can fill his details and process the payment.

eVT

To enable eVT, follow the below steps in Click & Pledge portal (https://portal.clickandpledge.com/)

Salesforce eVT

Step 1: Click on Account Info.

Step 2: Click on 3rd Party.

Step 3: Click on Sf eVT.

Step 4: Enable the Salesforce Activation.

Step 5: Select the Account Type.

Step 6: Enter the salesforce Login details.

Step 7: Enter the Token (Personal Setup > My Personal Information > Reset My Security Token).

Reset Security Token 

Click on “Reset Security Token” button. You will receive an email where there will be Security token. Copy and paste it in the text-box.

Step 8: Salesforce.com Organization ID: Follow these steps to find the Organization ID.

Salesforce > Setup > Administrative Setup > Company Profile > Company Information > Salesforce.com Organization ID.

Copy the Organization ID and paste it in the allocated text-box.

Step 9: Error Notification List: The error transaction details will be emailed to the email ids which are mentioned here. Make sure to separate the emails with semi-colon (;).

Step 10: Click on Update to save the settings.

For more information on Embedded Virtual Terminal, follow this link: http://manual.clickandpledge.com/Salesforce-Embedded-Virtual-Terminal.html




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