linking to paypal to process payments. How do you workflow to enable opportunity information (e.g. donation/membership) to be entered into Salesforce? We are only able to map to the contact/account page, no further.
@Fundraising
@NGO Connect App
@App Advice and Consumer Reports
@System Administrators
3 个回答
Thanks @Tal Frankfurt and @Katie McFadden@Karen Baumgaertner along with your Account and Contact objects, you will need to add a relative Opportunity object that holds an ID to either the Account or Contact as @Katie McFadden described above, depending on what you link your Opportunities to in Salesforce.
Our support team now has a chat system available during our usual support hours, please feel free to touch base with them along the way.
Hope this helps!
Best,
Steven
