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Salesforce campaign shows transaction but not opportunity

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  • Salesforce campaign shows transaction but not opportunity

    Hi.

    When testing our new checkout page the test donation is showing up as a transaction in the campaign but the opportunity is not. As a result we don't see a dollar tally, just a number of transactions tally. The transaction shows the correct Salesforce campaign.

    thanks.

  • #2
    Good day @EPIKproject

    Would you please share the order number and 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

    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


    • #3
      the order number is 36247-2112171201387525623. I have granted access for 1 week to C&P support.

      Note that there are two transactions in this campaign. Our first test transaction we manually converted to an opportunity. The second transaction (36247-2112171201387525623) was left alone to show you the problem of not automatically populating the opportunity.

      thanks!

      Comment


      • #4
        Good day @EPIKproject

        We reviewed and found that you have not set the Primary Campaign Source to the Opportunity under C&P Settings > Opportunity > Primary Campaign Source that is the reason the opportunity was not assigned to the Campaign. However, we have set the Primary Campaign Source and reprocessed the Data for the above order number it is working now.

        Click image for larger version

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        Please review Slide 13 in the above link 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

        Comment


        • #5
          It seems to be working now. Thank you. For my own learning, did you simply select the "Use transaction campaign" checkbox?

          Comment


          • #6
            Good day @EPIKproject

            Yes, we have added the Primary Campaign Source condition with "Any or Blank SKU" and checked the box of "Use Transaction Campaign".

            Please 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

            Comment

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