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Update Lookup fields from SKU (or custom question)

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  • Update Lookup fields from SKU (or custom question)

    Hello, I just installed the newest beta versions of the Salesforce apps because I was told I would be able to update a lookup field on the Opportunity object. However, the custom lookup field is still not available in the Custom Question Mapping tab in Salesforce. Did I miss something?

    Secondly, I'm having trouble using the SKU to connect the opportunity to the correct campaign. We have about 100 campaigns using a standard format: VAc3 would be Virginia 501c3 request (and VAc4, NYc3, NYc4, etc.). Can I setup that many sku settings for the primary campaigns?

  • #2
    Good day!

    Sorry but this feature appears to have been moved to a later release. I apologize for the inconvenience since we discussed this yesterday over the phone and I stated that this feature will be in this release. It was scheduled to be in this release and it is in the release notes but at the last minute it was removed due to inconsistencies with "Person" accounts (I only wish we were not supporting the Person accounts since it is causing so much problem).

    We will be adding this in an interim release update soon after the initial release.

    Sorry again for the inconvenience.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thanks for the update! Any idea how long before the feature will be available? Are we talking a month, 2 months, or 6 months? I am going to have to look into custom coding to try to deal with it until then. Also, any thoughts on the second question? Is there a limit to the number of campaigns I can setup the SKU to point to?

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      • #4
        Good day!

        We are going to have monthly bug fix & enhancement releases and will be including this and another small feature that will not make it to the Thursday release in the next update due out in January.

        Hope this helps.
        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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        • #5
          Was this feature ever added? If so, how do I map to a Lookup field on the Opportunity. The field "Honoree Contact" is not available when in the custom mapping section

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          • #6
            Good day @emily@trta.org

            Yes, it has been added very long back. The reason that field is not available for you because it is hidden for your profile:

            Click image for larger version

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            Hope that helps. 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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