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Custom Mapping for Opportunity Type on SKU not working

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  • Custom Mapping for Opportunity Type on SKU not working

    Hello,

    We created a Custom Mapping for Opportunity Type on SKU and it is not working.

    Opportunity Record type is set by WID in Salesforce > C&P Settings > Opportunity.

    The record type set by the WID has two values in it's picklist. One is set as default. The one set as the default is not the value we want.

    Here is the mapping:
    Opportunity >> Opportunity Type if SKU Is C3-4100-66-20-Annual-Recurring-Membership add Annual Recurring Membership
    Here is the sku from the C&P Data record:

    <SKU>C3-4100-66-20-Annual-Recurring-Membership</SKU>

    Thanks a ton for your assistance in helping us resolve this.

    Cheers,
    Jeremy


  • #2
    Good day @jhobbs

    Would you please grant us login access to your SF instance and 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/
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    Comment


    • #3
      Hello Support,
      I've granted access. Thanks for your help.
      Cheers,
      Jeremy

      Comment


      • #4
        Good day @jhobbs

        Thank you for granting access to us. Would you please share the order number so that we can review it? It is hard to find the order number since you have name customization for opportunity.

        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

        Comment

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