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Ability to edit Recurring Transactions data

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  • Ability to edit Recurring Transactions data


    We previously had some recurring transactions set up that were posted without any SKU data (we were not using the SKU field at that time). We have now added the SKU field to our form, and would like the older recurring transactions to include this new SKU data. Is there any way to edit the data the is posted to SF for recurring transactions that are already set up? Currently, these are still being posted without a SKU, and are therefore not getting assigned the proper Opportunity Contact Role.
    Thanks for your help.

  • #2
    Good day!

    Old recurring transactions cannot be modified. A recurring transaction simply replicates over time.

    Perhaps you can set it up so if SKU IS blank and set it up with blank SKU.

    Will that work for you?
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