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Opportunity Source missing picklist values

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  • Opportunity Source missing picklist values

    We have added new Opp source values but they aren't showing up in C&P Settings.

    The picklist value we need is active and assigned to all record types, even the inactive C&P record type that gets installed and we deactivate.

    We don't want to use Custom Mapping because that will overwrite ALL contact/accounts w/ that leadsource, and we only want to set a leadsource on NEW contacts.

    How do I load new metadata into the C&P Settings please? Thanks!
    Last edited by Perc-BRC; 01-31-2020, 08:31 PM.

  • #2
    Good day 2Perc-BRC

    Please note that you will need to add the picklist values under record types. Go to Customize >> Opportunities >> Record Types >> C&P Online >> edit Lead Source >> here add the respective Values to the Selected Values so that it will appear under C&P Settings.

    However, if you want us to review it, please share the values to appear in the C&P Settings and share the OrgID by granting access to us.
    Regards,
    Click & Pledge Support Department

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    • #3
      The leadsource values are already in the C&P recordtype, as I said in my original post. You have access: 00DE0000000dnJh

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      • #4
        Good day @Perc-BRC

        We have fixed it. We have simply added the picklist values to the Record type of the default record of the profile.

        Please check and let us know if we can be of any further assistance.
        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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