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Add Additional Fee into Salesforce Opportunity Amount

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  • Add Additional Fee into Salesforce Opportunity Amount

    We would like the "additional fee" (for us, it's an option the donor has to cover the cost of processing the donation) to automatically be included in the Opportunity Amount in Salesforce. Currently, the main Opportunity Amount is the net amount of the donation (C&P transaction total minus the additional fee). Then C&P creates a separate opportunity with the Additional Fee amount. I have reviewed the following posts related to this topic:
    https://forums.clickandpledge.com/fo...-autoresponder
    https://forums.clickandpledge.com/fo...tion-is-active
    https://forums.clickandpledge.com/fo...dditional-fees

    One recurring theme in these posts seems to be WHY we would want to do this, so let me address that. We use a document generation program (Nintex DocGen) to generate donor thank-you letters. These letters draw from the Opportunity Amount field, and they need to include the entire amount of the donation (including the additional fee). I am aware that we can create a formula field to address this, the problem is that we currently have 30+ letter templates in Salesforce that all draw from the Amount field. So we would have to change and re-upload several dozen letter templates if we were to use this new custom formula field.

    Is there any way to have the Salesforce Opportunity include the gross amount (donation amount + additional fee)? If C&P still creates two Opportunities that's fine, we can deal with that through process automation, customizable rollups, etc. We really just would like the Opportunity Amount to reflect the gross amount of the donation.

    Thanks!

  • #2
    Hi @marcellusw101,

    No, there is not. Thank you for reviewing the issue in prior cases.

    As discussed in Extra Opportunity for Additional Fee, Single Future Date Gifts, and C&P Autoresponder, changing the Opportunity Amount field to reflect the total amount would then cause duplicate values in NPSP rollups. As most of our customers use NPSP, introducing this feature would cause a tremendous amount of chaos

    There are additional reasons discussed in the posts you shared, but the most fundamental one is that there has to be a data object that represents information specific to the transaction, and there has to be a related object that represents information specific to the line item. With C&P Apps, this is the C&P Transaction record and the Opportunity respectively.

    We understand this is an inconvenience for nonprofits, particularly when -
    • it requires modifying existing practices to adjust to their current one
    • they are small, raise all their income with donations - where just a separate field for the additional fee might make sense, even if this approach would likely limit their future growth..
    It is the blessing and curse of using a system like Salesforce that is so robust and flexible - with enough effort, you can have everything the way you like- it's a great selling point.
    C&P's apps do have a tremendous flexibility to adapt to different ways that nonprofits use Salesforce, but this one is pretty fundamental to data structure.

    I know changing 30+ letter templates seems daunting, but the modifications should continue to work for months or years. I hope that makes the option of a few afternoons of modifying templates worth the effort.






    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
      Thanks for clarifying. Seems like there could be some sort of solution where there is only one opportunity created instead of two, but it sounds like that is an issue for your dev team. I saw in one of the other posts that this feature is currently under consideration. Thanks for the fast reply.

      Comment


      • #4
        Follow-up: We need a way to identify on the Opportunity record when a donor has chosen to pay the additional fee. Not sure if the solution is through an SKU suffix or something else, but when the Opp comes into Salesforce I need a field on the Opportunity that tells the system whether the fee was paid. The simplest solution would be to create a separate Opp record type for the ones where the donor paid the fee. I see in C&P connect how to set the SKU for the additional fee itself (a separate Opportunity), but that won't help with the main Opportunity.

        Any ideas?

        Comment


        • #5
          Well, again, I'm not sure that it's good from a data standpoint to record information about a different line item on a transaction on the record for the other line item in the transaction. It's fundamentally bad database design.

          I'm guessing this is because you want to send a different letter for people that did pay the fee than you send for people that didn't?

          You could create a formula field on the Opportunity that compares the Amount field with the total charged on the parent C&P Transaction record. That works until you have a transaction that has multiple line items that aren't Additional Fees....






          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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