Information Needed

See more
See less

Two Opportunities and Donation Naming Convention

  • Filter
  • Time
  • Show
Clear All
new posts

  • Two Opportunities and Donation Naming Convention

    I am testing a new form I created with the option for the additional processing fee for the first time, and I have a couple of questions. I'm getting two Opportunities in Salesforce - one for the donation amount entitled "Other", and the other for the fee called "Additional Fee". Is there any way to combine these into one donation when pushed to Salesforce? Also, the old format for automatically naming a Donation record was the concatenated value of: Name - Amount - Date. With this new form, it is simply naming the Opportunity as "Other". How do I get it to use the more descriptive naming format again?

  • #2
    Good day @lbenigni

    As of now, it is not possible. Additional Fee cannot be combined, it will create a separate opportunity. Regarding the donation name, please review Customize Name in the following KB article:

    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars:
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday:
    Are you on Salesforce? Join us at the Power of Us Hub: