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How to break out the Additional fee to a separate campaign in Salesforce

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  • CnP.LiveSupport.AB
    replied
    Sage,

    As we discussed this issue in Live Support, and have not heard back from you here - we will assume your issue is resolved.

    ~ Amanda
    Live Support

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    Hi SageM,

    Please assign a SKU to your additional fee (perhaps "DON-ADDFEE", and then create a SKU rule in Salesforce > C&P Settings > Opportunity > Primary Campaigns for that SKU.

    To learn more about working with SKUs, here is a SKU Tutorial.

    SKUs make people uncomfortable because they require some planning, and must be 'made up' to suit your needs, but SKU (Stock Keeping Units) is a standard retail term, and when it comes to C&P in Salesforce - they are magic! You will love them once you get used to them.

    Leave a comment:


  • How to break out the Additional fee to a separate campaign in Salesforce

    We are transitioning from the legacy system to the connect C&P, and wanted to utilize the opt-in choice for users to offer to cover the cost of the transaction fees. However, we need to make sure that that $$ does not get put into the registration campaign, or donation, but to break it out. How have others dealt with using this option? Any suggestions would be greatly appreciated.
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