Salesforce-PaaS-Post-Installation :: Version2.7

Step 1: Add C&P Account Info to C&P Settings

Go to C&P Settings > C&P Account to add your Click & Pledge accounts. Add as many Click & Pledge accounts to your Salesforce account as you like. This will allow your account to process transactions within Salesforce.

Hint: If you do not see the C&P Settings tab you can access it by clicking on the + sign on the very right end of your tabs area. This will bring up all your tabs.

• C&P Account Name - Name this whatever you wish. This is used for your internal reference.
• C&P Account Number - This is your Click & Pledge Account Number. See below for instructions to find.
• C&P Account GUID - This number is located in your Click & Pledge Account. See below for instructions to find.
• C&P Account Status - Select from drop down menu your Click & Pledge Account Status.
• C&P Account Currency Code - Select from drop down menu your Click & Pledge Account Currency Code

Once you enter the above information, click 'Add/Update.' Once Account is created it can be modified by clicking 'Edit'. Or deleted by clicking 'Del'.
To find your Click & Pledge Account information you need to:

1. Login to you Click & Pledge Account at  https://portal.clickandpledge.com/
2. Click 'Account Info' in upper right corner
3. Under 'Your Profile' tab, click 'API Information'
4. Find Account ID (C&P Account Number) and API (PaaS/FaaS) Account GUID (C&P Account GUID)

Refer to image below:

Step 2: Set up Contact matching Preferences

Within C&P Settings, go to Contact & Account tab to set up preferences
 
With Contact Matching you can customize when your Contacts are to be created by choosing a Match Mode and selecting which field(s) you wish to include. This allows an organization complete control of Contact Creation which will eliminates duplicate Contacts.

Note: Most organization should find that the Semi Automatic mode will work best to reduce duplicates. Transactions will be added to a Contact when fields match and then organization will use C&P Temporary Contact tab to determine how to handle all Contacts who do not match.

Match Mode - Choose a mode. With Contact Settings there are 3 modes to choose from:

• Fully Automatic Contact Creation - A transaction will be placed under an existing Contact when one of the selected fields within each of your chosen columns is matched. If a transaction does not meet the selected criteria then a new Contact is created.
• Semi Automatic Contact Create - A transaction will be placed under an existing Contact when one of the selected fields within each of your chosen columns is matched. If a transaction does not meet the selected criteria then it will be created in C&P Temporary Contact.
• Manual Contact Creation - Every transaction will create a contact within C&P Temporary Contact.

C&P Temporary Contact tab will allow you to choose to create a new contact or merge with an existing contact.

Match Fields: Select field(s) you wish to have the Contact search select from. For columns, you can choose one or more fields. To select more than one field in a column, select <CTRL> key then select fields. A Contact will need to match one field within each column. Only choose fields within the columns you wish to have included in the search. See example below:

Step 3: Set up ‘Contact & Account’ Mapping Preferences

Step 4: Update Setting on Contact Layout Pages

To setup all settings, go to 'Contact Page Layout' page first. The path is shown below:
Click 'Setup' > App Setup > Customize > Contacts > Page Layouts > Click Edit beside 'Contact Layout'

Step 4a: Add 'C&P Miscellaneous Information' Visualforce Page to Contact View page

Completing Step 4a will allow you to view Credit Card & eCheck payments, Manual Opportunity Settlement and Soft Credits on your Contact's page.

At 'Contact Layout' move to 'Visualforce pages' section.  Drag the section icon to create a new section. Name it C&P Info. then drag C&P Miscellaneous to that section.

 
After adding this page, you can observe the effect at Contact Detail Page:
 

Step 4b: Place Virtual Terminal button & Invoice Virtual Terminal button in Patron/Contact Detail page

Follow the path below. [This setting is also under Contact Layout (you can refer back 1st image)]

At 'Contact layout', select 'Buttons' section. Find 'Virtual Terminal' button.
 

Drag that button into 'Custom Buttons' area under 'Contact Detail' section. See below:
 
After placing the Virtual Terminal Button, click Save.

After adding this button, you can observe the changes on Contact Detail Page. See below:

Step 4c: Place 'Related Lists' on Patron/Contact Detail Page

At 'Contact Layout' select 'Related Lists' section. There find

• C&P Autoresponder Queue
• C&P Autoresponder Sent Email Log
• C&P Contact Alias
• C&P Custom Questions
• C&P Data
• C&P Recurrings
• C&P Soft Credits Given
• C&P Soft Credits Received
• C&P Transactions
• Opportunities
• C&P Invoice
• C&P Pledge
• C&P Broadcaster Member Activity

Select and drag these Related Lists and place it an appropriate place (up to User convenience). For example, you can place it immediately below 'Custom Links' as in image below:

Step 4d: Place 'Fields' on Patron/Contact Detail Page

At 'Contact Layout' select 'Fields' section. There find

• C&P Connect Alias
• C&P Alias Contact Data

Then Click on Save.
 

Step 4e: Disable 'New Button' on following related lists

'New Button' needs to be disabled for:

• C&P Autoresponder Queue
• C&P Autoresponder Sent Email Log

At ‘Contact Layout’, Move to ‘Related Lists’ section --> then move to the respective Related List Properties

Step 5: Settings for using Opportunity Products

Within C&P settings we have an option to “Use Products for each item in an Opportunity".
This option is located under C&P Settings > Opportunity


To enable this to work we have to make some settings changes at ‘Opportunity Settings’
Follow this path to move Opportunity Settings area,
Click Setup --> App Setup -->Customize ---> Opportunities---> Settings--->



Make sure to enable/check above option
Then click Save button

Step 6: Update Setting on Opportunity Layout Page

To add C&P Soft Credits to Opportunity Layout Page follow these instructions:
Click on Opportunities tab then select and an Opportunity



Then select Edit Layout

Step 6a: Place 'Fields' on Opportunity Detail Page

At ‘Opportunity Layout' select 'Fields' section. There find

• C&P Contact
• C&P Order Number
• C&P Payment Type
• C&P Recurring ID
• C&P SKU
• C&P GL Account Number
• C&P Class   
• C&P Sub Class
• C&P Invoice
• C&P Tax
• C&P Tax Deductible   
• C&P Discount

Select following Related Lists,  then individually drag it into page layout.

• C&P Allocations
• C&P Opportunity Pledge
• C&P Soft Credits

Click SAVE