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Process In-Kind donations

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  • Process In-Kind donations

    Hi All. I'm wondering if it's possibly to process an in-kind donation through the click and pledge virtual terminal in SalesForce so we can take advantage of the auto responder. I guess I have a few questions: Is it possible to add custom fields to the transactions? My thought was adding the SKU to the transaction to create an in-kind opportunity record type then I can manage the in-kind opportunity as I normally would, however I would still need to add fair market value and other in-kind specific fields to the transaction. Any help would be greatly appreciated.

  • #2
    Yes, you can absolutely do this.


    I would suggest a SKU of 'DON-INKIND'. Of course, it can be whatever you want, but sometimes people just want a clear answer. If you are unfamiliar with using SKUs (they are magic, once you go SKU, you'll never go back), here is a SKU Tutorial.

    You would then set your Record Type in C&P Settings > Opportunity

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    For Fair Market Value, add a custom question in C&P Settings > Virtual Terminal (the default settings for your VT)

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    Then you will have the question available by default on the Virtual Terminal tab.

    Now- the questions here are text only, so not quite as flexible as some of the other payment forms. So the answer to the question will return a text string.
    Here's the article on mapping to the Opportunity:Donor Management with Salesforce: C&P Settings - Custom Mapping

    Salesforce Suggestions: What I recommend is that you create a custom field to hold the text answer, and then map the value to that field, but don't add it to your layout. Then add a custom formula field that converts the text into a Currency- and this is what you would add to your layout.

    You may want to customize the Opportunity Name as well, if so, beware that NPSP Opportunity Naming will overwrite ours.




    Regards,
    Click & Pledge Support Department

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