Announcement

Collapse

Information Needed

See more
See less

Issue Posting "Free" Opportunity to Salesforce

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Issue Posting "Free" Opportunity to Salesforce

    Org ID 00D1a000000H7JI

    Order Number: 37848-180320230602928

    We have an event that utilizes coupon codes. The discount from a coupon code makes a $250 team registration free. When the original opportunity came into salesforce the amount was listed as $250 and a related payment record was created for $250. Amanda had me update our C&P Opportunity Settings from [Gross Amount] to [Gross Amount]-[Discount] under Opportunity/Product Amount. We then re-posted the order and now the opportunity isn't created at all. Help please!

  • #2
    Good day @DNewland

    Do you want to create the opportunity for Item Amount as well as Discount amount? If yes, then please follow the below settings:

    Click image for larger version

Name:	Item n discount.jpg
Views:	14
Size:	41.7 KB
ID:	38560

    OR

    If you would like to create opportunity with $0 amount? If yes, then please follow the below settings:

    Click image for larger version

Name:	discount amount.jpg
Views:	13
Size:	44.0 KB
ID:	38561

    Hope that helps. 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

    Comment

    Working...
    X