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Link checkout page campaign to Salesforce campaign / Opportunity record types

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  • Link checkout page campaign to Salesforce campaign / Opportunity record types

    1. We need to be able to populate the "Primary Campaign Source" for Opportunities from C&P donations. I understand how to create a campaign in the C&P portal and put it on the checkout page, but how do I link this with the Salesforce campaign?
    2. How do I configure the checkout page so it sets the desired Opportunity record type in Salesforce? The standard checkout page creates our default Opportunity record type, but I would like to create C&P record types (this is the new record type that was installed with C&P SaaS).

  • #2
    Good day!

    Great question-- this is why we have added a feature called SKU.

    Given all the options in Salesforce and the dynamic nature of data we have implemented a feature in Salesforce that makes changes based on the SKU of the item. Click image for larger version

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    Use SKU for each of the items to be paid for and in Salesforce > C&P Settings > Opportunity make changes based on the SKU. When the transaction posts, in Salesforce, all aspects of the transaction may be updated, changed and modified based on the SKU.

    The following are a few help articles in our help desk with SKU: http://help.clickandpledge.com/custo...s/search?q=sku

    also: http://help.clickandpledge.com/custo...ticles/1164724

    Please try it and let us know if you need any further help.
    Regards,
    Click & Pledge Support Department

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

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