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Setting up SKU, don;t see Campaign section in setting

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  • Setting up SKU, don;t see Campaign section in setting

    I wanted to try out using SKU's. I set things up in Connect, then went to Salesforce>C&P Settings>Opportunitities. I was looking for a section Primary Campaign Source to assign SKU to Campaigns. But I do not see that on my SF instance. I added a screen cp of my SF C&P setting page. Thanks.

  • #2
    Good day @jeff829

    The Campaign section has been separated in the new release. Now it is in C&P Settings instead of under the C&P Settings > Opportunity section. It is also mentioned in the release note.

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    • #3
      Ok, thanks. I tried to add a new Primary campaign. I don't understand the meaning of all the pull-down menu fields, but I think I figured it out. I am trying to add an SKU to a primary campaign. However, when I enter info into the modal box, I get a message that says "please select the lookup value" THere doesn't;t seme to be a place to do that, or what that value might be. screen cap attachedClick image for larger version

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      • #4
        Good day @jeff829

        The "Campaign Name" field you are typing in is the lookup field as you have selected "Primary Campaign Type" as Lookup. Please see:

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        You need to type the name of the Campaign so that the lookup will pull that Campaign and that you need to select it.

        Hope that helps.
        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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        • #5
          Thanks for the help, it worked. I think I needed to hit a key (possibly return) in order for it to trigger the lookup function in the Campaign Name field.

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