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Updating "Primary Campaign" field on Salesforce Opportunties

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  • Updating "Primary Campaign" field on Salesforce Opportunties

    We are using FaaS with version 7.2 of C&P in Salesforce. We are trying to pass a hidden value with the form that will update the Primary Campaign field on the Opportunity record in Salesforce.

    We are using the FaaS Campaign field referenced in the Order Mode (http://manual.clickandpledge.com/For...tml#Order_Mode) and Product Information (https://manual.clickandpledge.com/Fo...ct_Information) sections of the FaaS manual

    We are passing the value "PPNY13" in the Campaign field and there is a campaign record in Salesforce with the same name, but the Primary Campaign field is not being updated on the opportunity records with this campaign. This is a link to the public forms: http://www.upwardlyglobal.org/test-c...y-tickets-page
    https://www.upwardlyglobal.org/test-...ge?camp=PPNY13

    Everything on the forms is working great, except this feature. Is the issue with the FaaS code? Or with our configuration on the Salesforce side? Or something else?

    We updated the software and have tried moving the Campaign field todifferent places on the form (within the items and outside) and have triedpassing different values ranging from the campaign name and ID, but stillare not able to get it to work. Do you have any other ideas on what we aredoing wrong?

  • #2
    Good day Aaron,

    I see the following in your form:
    <input name="FieldName20" type="hidden" value="Campaign" />
    <input name="FieldValue20" id="FieldValue20" type="hidden" value="PPNY13" />

    You are also referencing WID = 66031

    Before we move forward would you please go to C&P Data tab in Salesforce and locate the transaction, click on the Transaction number and search for Campaign. Do you see the campaign name in the XML?
    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      Hi,
      The campaign tags in the TransactionDetail section of the XML do not have a value:
      <Campaign></Campaign>
      Aaron

      Comment


      • #4
        Hi Aaron,

        I reviewed your code and your account and found out what is going on.

        You are referencing a WID in your form and specifying the campaign in the form. When a WID is used in a FaaS form the WID takes a higher priority for its settings. Since the checkout page used has no Campaign the campaign you are posting is replaced with NULL which is the campaign used for the checkout page.

        <input name="WID" type="hidden" value="63981" />

        To fix this please edit the WID you are using in the Portal and add the campaign to the checkout page. You need to first define the campaign using the exact spelling used in Salesforce. Once defined go to the checkout page and select the campaign from the pull down menu. This should work as you expect it.

        Let us know if this works out for you.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Thanks for your help. A follow up question: we are currently passing the Campaign name in the URL and setting that to the value of the FaaS Campaign field. Are we able to continue sending various campaign values if we reference a WID in the form? Would we need to add all possible Campaigns to the checkout page? Or can we only use one Campaign per WID?

          Comment


          • #6
            Good day Aaron,

            A checkout page may only use one campaign.

            Since you are using the FaaS form and want to pass on the info in the URL then I suggest you don't reference WID in your form. If you remove the WID as the reference then whatever campaign you use in the FaaS form it will be sent to the API and will be posted to Salesforce.

            Hope that makes sense. Let me know if you need further explanation.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              This makes sense, thanks.

              At the moment we are using the WID to set the Opportunity Record Type in Salesforce. Is there a recommended approach to setting the Opportunity Record Type if we aren't referencing a WID? Is this scenario typically handled with Salesforce workflow? Or is there another way to set the record type via C&P?

              Comment


              • #8
                Aaron,

                What you are trying to do makes sense and will not work with my suggestion since WID's control the Record Types.

                We may have to make a change in the system to accommodate this and stay backward compatible. One option may be to give priority to the FaaS information when posted when the form field for the value posted is blank. In this case if you post a campaign to a page which does not have an assigned campaign the posted campaign should take priority to the blank campaign.

                We need a little time to think about this. Will keep you posted.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment


                • #9
                  Hi,
                  We removed the WID and were able to set the Opportunity Record Type with workflow so that part is fine. Unfortunately, the Campaign value is still coming into Salesforce as blank.

                  The campaign tags in the transaction detail section of the C&P data record are still empty: <Campaign></Campaign>

                  This is a link to the updated form: http://www.upwardlyglobal.org/test-c...y-tickets-page

                  Any other suggestions?

                  Thanks,
                  Aaron

                  Comment


                  • #10
                    Aaron,

                    My mistake- I should have seen this earlier. I reviewed your code and totally missed this.

                    You have:
                    <input name="FieldName20" type="hidden" value="Campaign" />
                    <input name="FieldValue20" id="FieldValue20" type="hidden" value="PPNY13" />

                    With the way you are posting it the fields appear in the custom question section. The format you are following is for custom questions.

                    The Transaction campaign should be added as follows:

                    Correct syntax:
                    <input name="Campaign" type="hidden" value="PPNY13" />

                    If you are adding campaign to the individual items then follow the item campaign naming convention per manual:

                    http://manual.clickandpledge.com/For...ct_Information

                    Please fix this and let me know if this works.
                    Regards,
                    Click & Pledge Support Department

                    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                    Comment


                    • #11
                      That fixed the problem. Thanks for your help!

                      Comment

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