We have organizations that give to us so there is no "contact" in SF to match with. How can we get those donations to be automatically created in SF and attached to the organizations with Account Record Type = Organization vs. Household?
Thanks
6 respuestas
Kamran, thank you. Is there a way to NOT create a contact role in that case since we want a Contact Role to be automatically created for the vast majority of donations that come from a person/HH and therefore have that option selected in the settings?
