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Settings are being ignored when connecting to Salesforce NPSP

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  • Settings are being ignored when connecting to Salesforce NPSP

    Hello,
    In my C&P Settings, under Opportunity, I have indicated a custom Opportunity Name and assigned a Primary Campaign Source, both of which based on the condition of SKU = Blank. I want the custom name and campaign source to apply to every online donation, so SKU = Blank seemed like the right condition, as I'm not using SKU so it should always be blank.
    As I test live online donations, it is not recognizing either of these settings, can you see what I'm doing wrong? Or is this a bug? My sandbox is 00Dq0000000Chh8 (that is connected to our C&P account) and I'm extending access for another 3 days.
    Thanks!

  • #2
    Good day @OneTenthConsulting

    Would you please share the order number so that we can review it?

    Looking forward to hearing back from you.
    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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    • #3
      Here is one Opportunity Id (006q000000GbFcbAAF). As you can se the Opportunity Name did not generate and the Primary Campaign Source did not populate.

      Comment


      • #4
        Good day @OneTenthConsulting

        The reason it didn't map because of the condition NOT satisfied. There is SKU included with this transaction and according to C&P Settings, SKU should be Blank:

        Click image for larger version

Name:	opp sku.jpg
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ID:	41471

        We suggest you to set Any or Blank condition instead of only Blank for Campaign and Name Customization.
        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

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