Mapping Salesforce Campaign to Forms

[dsullivan]

I want to map forms to specific campaigns in Salesforce to C&P checkout forms but am unable to find the option in one org. In other orgs I've been able to map campaigns to skus or WID in Salesforce under the Opportunity Form section using the "Primary Campaign Source" section but this doesn't show as an option for the current or in which I'm working. Does anyone know if there is a setting I need to enable in order to get this as an option for configuration?

[CnP.Support]

Good day!

You have posted this question in the "Salesforce Upgrade Assistance" Channel.

We are not sure what form this is related to in Salesforce. Please explain further so we move this into proper channel.

Each application has a dedicated channel and posting to the right channel will ensure the right team is informed. Once we know the form we can move forward.

[dsullivan]

Good day!

You have posted this question in the "Salesforce Upgrade Assistance" Channel.

We are not sure what form this is related to in Salesforce. Please explain further so we move this into proper channel.

Each application has a dedicated channel and posting to the right channel will ensure the right team is informed. Once we know the form we can move forward.

Well it's a setting I've seen before in Salesforce under Click and Pledge Settings / Opportunity. The Primary Campaign Source feature is available in other org in which I've worked, but does not appear as an option for this org. If this is more appropriate in another section of the forum I'm happy to post there. I'm pretty new to C&P and the forum, so trying to navigate to the best solution possible.

[CnP.Support]

Good day!

No problem. I moved this thread to the Salesforce Donor Management.

May I have the Salesforce Org ID and access to the account so we can review.

Also is the account having Opportunity > Product enabled in the C&P Settings?

[dsullivan]

Good day!

No problem. I moved this thread to the Salesforce Donor Management.

May I have the Salesforce Org ID and access to the account so we can review.

Also is the account having Opportunity > Product enabled in the C&P Settings?

Thanks. The org id is: 00Di0000000HDNI

I have granted C&P Support 30 days login access as I will have additional questions beyond this one.

[CnP.Support]

Good day!

The instance is not up-to-date.

Is it OK if we upgrade it to the latest releases?

[dsullivan]

Good day!

The instance is not up-to-date.

Is it OK if we upgrade it to the latest releases?

Absolutely!!

[CnP.Support]

Good day!

The issue is, as posted earlier, with the C&P Settings > Opportunity > opportunity Products

When opportunity product is enabled, a single opportunity will be set up with all items under it listed as products. Products do not have campaign, only Opportunity has campaign and as such SKU is meaningless given we cannot assign a campaign to a product.

See below:




If you wish to use SKU's then you should uncheck the opportunity product since the two concepts conflict with each other.

We have added your upgrade request to the queue and will update this thread once we have upgraded and configured the post-installation.

Please let us know if we can be of more assistance.

[CnP.Support]

Good day!

We have upgraded you as requested.

It is highly recommended that you re-establish the connection after each upgrade. To establish connection please see the following KB article: http://help.clickandpledge.com/custo...rticles/803669

Release notes:

• API Class Library 4.2013: http://cnp.mn/1Sy3dVq
  • Previous release notes: http://manual.clickandpledge.com/Salesforce-API-Release-Notes.html
• PaaS 9.3001: http://cnp.mn/1PXhMxh
  • previous release notes: http://manual.clickandpledge.com/Salesforce-PaaS-Release-Notes.html

We also love to know what you think about our platform. Please review our apps on AppExchange:

• Payment: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO&tab=r
• Event: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000005vRQ9EAM&tab=r

Please let us know if we can be of any further assistance.