Announcement

Collapse

Information Needed

See more
See less

C&P Refunds removing Primary Campaign Source from related Opportunity

Collapse
X
 
  • Time
  • Show
Clear All
new posts

  • C&P Refunds removing Primary Campaign Source from related Opportunity

    When we refund a transaction through C&P, the Stage of the related Opportunity in Salesforce gets updated to Closed Lost, which is expected behavior. However, the Primary Campaign Source also gets deleted from the Opportunity. Is this also expected behavior in C&P? Is there any way to turn this off, as we want to preserve the relationship to the campaign?

    We don't have any other processes, workflows, or triggers in our system that delete the Primary Campaign Source under any circumstance, and this only happens with C&P refunds.

  • #2
    Good day @mlregal

    This has been answered through the power of us channel: https://powerofus.force.com/00580000...=1497015688776
    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

    Comment

    Working...
    X
    😀
    🥰
    🤢
    😎
    😡
    👍
    👎