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  • Map to custom field

    I have created a custom field of "Fund" on the opportunity object. I know how to map to the Campaign for a given gift. Is there a way to map to the Fund as well? If so, how?

  • #2
    Good day @[email protected]

    Yes, you can map to the custom fields. Please review the following KB article: http://help.clickandpledge.com/custo...ticles/1164713

    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/
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    • #3
      Thank you for the article. I'm still not sure if this applies to what I want to do. When people make their gift through the C&P form, I want to populate campaign on the Opportunity REcord in Salesforce., which is already mapped. I also want to autopopulate, in Salesforce, the custom field called fund. Is this article still relevant? If so, how would I apply it?

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      • #4
        Good day @[email protected]

        Do you want to map the Campaign to the Fund field in Opportunity object? Yes, you can map it through Custom mapping but the FUND field should be lookup field with the Campaign.

        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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        • #5
          No. I want to map campaign to campaign on the opportunity object . And fund to fund on the opportunity object. Two different fields. I'll call in to office hours. It might be easier to explain that way.

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