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Primary Campaign Source not getting populated

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  • Primary Campaign Source not getting populated

    On our C&P Transaction record, I can see the correct Campaign and Campaign Id, however, in Salesforce, "Primary Campaign Source" is being left blank on the corresponding Opportunity. Can you tell me how to troubleshoot this in order to ensure that Primary Campaign Source is being populated correctly? For example, this applies to order numbers 30994-2111080048476884807, 30994-2111021054070567084 and 30994-2110281633215516152 in org 00DA0000000HNy0

  • #2
    Good day @lsoulet

    We just reviewed and noticed that we don't have access to your instance. Please grant us login access so that we can review it.

    Looking forward to hearing back from you.
    Regards,
    Click & Pledge Support Department

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

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    • #3
      Hi there,
      I just gave access.
      Thanks

      Comment


      • #4
        Good day @lsoulet

        We reviewed and noticed that you have not set the condition of Blank SKU for the Primary Campaign Source. We found that the above order numbers don't have SKU value and you have set Primary Campaign Source for SKU's only (some value).

        Please see:

        Click image for larger version

Name:	Primary Campaign Source1.png
Views:	13
Size:	84.3 KB
ID:	61664

        For blank SKU you will need to set the condition as "SKU Is Blank" to assign the Transaction Campaign as a Primary Campaign Source to the Opportunity as shown below:

        Click image for larger version

Name:	Primary Campaign Source2.png
Views:	10
Size:	13.6 KB
ID:	61665

        Hope that helps. Please check and let us know if we can be of any further assistance.
        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

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