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Additional fee creating seperate donation in Salesforce

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  • Additional fee creating seperate donation in Salesforce

    Hello, we have an option to allow for donors to include an additional fee for credit card payments. The total amount, donation+fee, enter salesforce as one transaction but create two seperate gifts. Is there a way to make it one total gift?

  • #2
    Good day @[email protected]

    Please note that the "Additional Fee" coming in Salesforce is not an optional opportunity but a separate line item resulting in a separate opportunity, by design. Given it has its own SKU it allows you to map to any of your Campaigns in Salesforce.

    However, if you want a single opportunity then you need to enable Opportunity Product (which is not recommended) When Opportunity > Product is enabled a change occurs in the way we handle posted items.

    When you use Opportunity alone, each item in the basket will become each own opportunity. When you use Opportunity > Product a single opportunity will be created and all items become Products under that single opportunity.

    In V10 which is hopefully due out in Q4 of this year, we have combined the opportunity/product creation. Based on the conditions you can create the Opportunity or Opportunity Products.

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