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Creating different Opportunity Record Types

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  • Creating different Opportunity Record Types

    I am a partner and we will be integrating Double the Donation with C&P this week for a client. This client receives many donations indicating a matching gift, so this is a huge priority for them. Currently, in Salesforce, they have a "Donation" Opportunity Record Type and a "Matching Gifts" Opportunity Record Type. We want C&P to choose "Donation" if matching gift is NOT indicated and choose "Matching GIfts" if it is indicated that there is a Matching Gifts donation.

    Please advise how this can be accomplished.
    Thank you,
    Jacki

  • #2
    Good day!

    This may be done based on SKU. If you are using DoubletheDonation for matching gift (new feature of 9.2 release) then the opportunity will be set up automatically based on the settings.

    If you are using your own code for Matching Gift then you need to set each type of donation with a different SKU and then in Salesforce set the record type based on SKU. See below:

    Click image for larger version

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    Hope that answers your question.

    If you use our new DoubletheDonation a lot will be done for you. Read more: http://help.clickandpledge.com/custo...ticles/2203269

    Please let us know if we may be of more assistance.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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