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Salesforce +C&P Mapping Custom Questions

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  • Salesforce +C&P Mapping Custom Questions

    I would like to have our custom questions show up on a report. We are about to have a phone-a-thon, so it would be good to have a report distinguishing whether or not the pledge came through via phone or web. We ask for pledge taker, so I think that would be the easiest way for us to identify how they're coming in. We will also be asking for gifts, so having those on a report would be helpful.

  • #2
    Good day!

    You may want to use the Lead Source for the opportunity for this purpose. Based on the SKU you can map the item to different lead sources using the custom question mapping. Custom questions may also be used for this map.

    Simply use the mapping and lead the answers to the lead source of the opportunity object.
    Regards,
    Click & Pledge Support Department

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