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

[jeff829]

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.

[CnP.Support.AM]

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.

[jeff829]

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 attached

[CnP.Support.AM]

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:



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.

[jeff829]

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.