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Map fields from C&P Transaction object to Opportunity object

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  • Map fields from C&P Transaction object to Opportunity object

    Hi there,

    I'm setting up autoresponder receipts off the Opportunity object, and in order for my merge fields to work all the fields I'm merging from have to be on the opportunity object., I wondered if there was a way to show certain information from C&P objects (namely: transaction and recurring) on the Opportunity object, so I can merge that info into receipts?

    I'd like to show "credit card last 4", "credit card expiration", "recurring established date" and "recurring subscription" on the Opportunity object. I've tried setting up a custom field in Opportunity object with a formula using the API names for the C&P object and its field, which is what Salesforce help says should work, but it tells me the field is not found.

    Is there a way I can push those four fields to populate on to the Opportunity object?

    Thanks,
    Jack

    Org ID: 00Dd0000000i8lD
    Access granted

  • #2
    Good day @jackdunn

    When you said autoresponder receipts, are you referring C&P Autoresponder or email template in Salesforce?

    Regards,
    Click & Pledge Support Department

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    • #3
      I am referring to the email template in Salesforce. But I'd still like these fields on the Opportunity object, even separate from the receipt.

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      • #4
        Good day @jackdunn

        Sorry, as of now those fields not available at the opportunity. However, I have forwarded this to our developers to see the possibilities to include those fields in opportunity object.
        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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        • #5
          So there's no way to create a custom formula field to pull that information to the op, either? It has to be a C&P managed field included in the package?

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          • #6
            Good day @jackdunn

            Sorry, it is not possible. You may need to use a trigger to pull that information.
            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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