Auctions for Salesforce

Auctions Integration

To connect the Click & Pledge platform with Sf eVT, the connection needs to be added to both Click & Pledge and Salesforce.

Login to your Connect account and click Launcher > Settings > 3rd party Integrations and Edit (Pencil icon) Salesforce Connection.

Connection Type: For multiple Connect Accounts only, this option will be available. set Connection Type for one account to 'Direct to Salesforce Instance', and any additional accounts to 'Shared with another C&P Account'

Account Type: Set Account Type to Production or Sandbox based upon the need. Production is nothing but Live and Sandbox is for Testing.

Login URL: Enter your Login URL. To know yours, login to your salesforce instance and click 'Home' to copy your login URL.  

Second Step: Embedded Virtual Terminal Creation

Step 1: Click on the “C&P Embedded Virtual Terminal” tab. If you don’t find the tab on the menu bar then click on “All Tabs (+)” button and select from the list.

Step 2: Click on “New” to create one Embedded Virtual Terminal.

Step 3: Application Information: Enter the desired Application name, version number and identification number.

Step 4: Enter the Page name.

Step 5: C&P Account Number: Select the desired C&P Account number from the drop-down menu.

NOTE: The drop-down menu will appear only when you have more than one C&P Account.

Step 6: Terms & Conditions:

Show Terms & Conditions: If this checkbox is enabled then terms & conditions will be displayed in the external page and vice versa.

Show Acknowledgement Mandatory: If this checkbox is enabled then a checkbox will appear before Terms & Conditions in an external page. Only after enabling this checkbox, Process Payment button will be enabled.

Step 7: Terms & Conditions Text: The text which is entered here will be displayed in the external page (Only if the checkbox for “Show Terms & Conditions” is enabled in Step: 6).

Step 8: Payment Methods: Enable the checkbox for online payments to which you opted to display in the external page.

Step 9: Messages:

Thank you: The text entered here will be displayed after the successful transaction in the external page.

Payment Declined: The text entered here will be displayed after the unsuccessful transaction in the external page.

Step 10: Receipt Customization: Whatever text given here will be seen in receipt mail.

NOTE: Receipt does not support images in the body of the text.

Step 11: Object Settings: Select the settings based upon the requirement.

Step 12: After entering all the details, click on “Save” button. You will find “Base URL” in Page Information.

Third Step: Custom Settings

Login to Salesforce account and follow the path: Setup > App Setup > Develop > Custom Settings.

Click on “Manage” button then you will be redirected to the AuctionSettings page. Click on “New” button.

Step 1: Enter the desired name. It will be used when the custom settings data is referenced by Apex.

Step 2 & 3: Go to All tabs > C&P Embedded Virtual Terminal > Select the desired Embedded Virtual Terminal. 

Step 4: Opportunity Payment Method Field: It helps to know which payment type (Credit Card, eCheck, Cash) is using.

If the user has the NPSP they should leave it blank, and Auctions for Salesforce will automatically save the payment method on the Payments object (if they have NPSP payments enabled).

If the user is not using NPSP then follow the below procedure to know the Opportunity Payment Method Field: Login to the Salesforce account then Setup > App Setup > Customize > Opportunities > Fields > Opportunity Custom Fields & Relationships > New

Step 4.1: Choose the field type

Select “Text” data type and click on “Next” button.

Step 4.2: Enter the details

Enter the desired field label. Make sure that the length should not exceed 255. The field label will be automatically considered as its field name.

Step 4.3: Establish field-level security

Just click on “Next” button to advance to the final step.

Step 4.4: Add to page layouts

Click on “Save” button to save the settings.

After clicking on “Save” button, you will be redirected to the “Opportunity Fields” page. Scroll down to find “Opportunity Custom Fields & Relationships” tab and you will find the newly created field label. Copy the “API name” and paste it in the “AuctionSettings Edit” page.

NOTE: If Opportunity Payment Method Field is empty then you will see the following error.

NOTE: If they want to track Payment Method on some other custom related object, they can't do it directly.  Ie, A4S won't know how to write to a related record.  They would need to have a custom field on Opportunity, which they specify as described above, and then they could use their own flow, process, or trigger to copy their Opportunity Payment Method field to their related object.

Step 5: Opportunity Stage Pledged: This opportunity stage will be used when the auction purchases are pledged, but not yet paid.

To see whether the stage name is correct or not, follow these steps: Setup > App Setup > Customize > Opportunity > Fields > Opportunity Standard Fields > Stage (Click on Stage) > Opportunity Stages Picklist Values. You will find the “Pledged” under Stage name category.

NOTE: Check whether the spelling “Pledged” in Opportunity Stages Picklist values and AuctionSettings Edit page is same.

Step 6: Opportunity Stage Won Not Thanked: This opportunity stage will be used when the opportunities are paid but not thanked.

Follow the Step 5 guidelines to check whether the name is same in both Opportunity Stages Picklist Values and AuctionSettings Edit page.

NOTE: Make sure that the Hyphen size is same. It is recommended to copy the stage name from the Opportunity Stages Picklist Values and paste it in the AuctionSettings Edit page.

NOTE: There are two scenarios in which Pledged & Closed Won stages will not appear.

Case 1: When the stage is not even created in Salesforce:

To create stages follow this path: Setup > App Setup > Customize > Opportunities > Fields > Opportunity Standard Fields > Stage (Click on it) > Opportunity Stages Picklist Values > New

Enter the appropriate values to create a new stage. Make sure that the stage is added to Auctions in “Sales Processes” and click on “Save” button.

NOTE: If this is the scenario then no need to go for the Case: 2.

Case 2: when these stages were created but not added into Sales Processes of Opportunity from Salesforce:

If you want to see whether it is already created in Salesforce or not then follows this path: Setup > App Setup > Customize > Opportunities > Sales Processes > Auctions (Click on Auctions) > Opportunity Stages.

Select “Pledged” & “Closed Won – Not Thanked” from “Available Stages” section and click on “Add” button. Then those two will come under “Selected Values” section. Then click on “Save” button then these two stages will appear on the Auctions page.

Step 7: After entering the details, click on “Save” button to save the Custom Settings.

NOTE: If you need any support in installation process, please raise a ticket in the forum and grant us the access.