Our event registrants for the Business of Farming Conference are coming through with "donation" opportunity record types instead of "sales". How do I fix that?
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C&P event registrant listed as "donation" opportunity record type instead of "sales"
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Good day @rlenner
We reviewed your instance and it seems that you haven't updated the C&P Settings which is causing the above issue. However, we have updated the C&P Settings and moving forward it will assign the correct record type to the opportunity.
Please check and let us know if we can be of any further assistance.Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC
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Good day @rlenner
You may update by going into C&P Settings and clicking on update button for each tab.Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC
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Good day @rlenner
Specifically I am referring to below tabs in C&P Settings:
Hope that answers your question.Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC
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