Hello everyone! I have a company that pledged $10,000 and we were expecting a check. But then our primary contact made the donation online via Elevate. So now I have a donation record on the primary contact AND the company. How can I resolve this so it doesn't double count the $10,000, but I still want to reflect the donation on the company's record? Thanks!
Hi All,
We recently switched from using Click and Pledge with Salesforce to Classy with Salesforce for our donation pages/fundraising. If I uninstall Click and Pledge from Salesforce to free up some space and get rid of unnecessary reports, etc, will it delete all of the transaction data and opportunities created through Click and Pledge? Or is there a better way to remove Click and Pledge items from all drop down lists, record types, report options, etc. without uninstalling?
@Click & Pledge @Classy for Salesforce #Appexchange #Donation Record #Uninstalled Packages #NPSP #Fundraising #Click And Pledge @System Administrators @Nonprofit Salesforce Developers
There isn't really a need to remove C&P, as we risk data loss. It would be better to just remove any unnecessary related objects and fields from layouts, essentially making it invisible. We aren't so crunched for data space it's a worry.
Hi All,
We recently switched from using Click and Pledge with Salesforce to Classy with Salesforce for our donation pages/fundraising. If I uninstall Click and Pledge from Salesforce to free up some space and get rid of unnecessary reports, etc, will it delete all of the transaction data and opportunities created through Click and Pledge? Or is there a better way to remove Click and Pledge items from all drop down lists, record types, report options, etc. without uninstalling?
@Click & Pledge @Classy for Salesforce #Appexchange #Donation Record #Uninstalled Packages #NPSP #Fundraising #Click And Pledge @System Administrators @Nonprofit Salesforce Developers
You could simply post this request to our support and we will uninstall the app.
Uninstalling the app will only remove C&P Data and not opportunities, contacts, or any record native to the objects in Salesforce.
If you grant us login access we will remove the apps.