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Hello!
We are preparing to kick off a peer to peer fundraising campaign in the next few weeks.
Is there a way to automatically populate the Fundraising Team Name and Team Captains associated with the transaction into the Salesforce Opportunity? Just like how the "C&P Fundraiser Contact" pulls the fundraiser's name.
I have not seen a C&P field for these to add to the Opportunity Layout page, and on the payment form there isn't an option to associate SKU's.
In the past as a work around, I have created a Custom Question for "Team Name" on the payment form. However, this creates more work for me as a I have to add the team name as an option in the payment form, then add it as an option in the Salesforce field settings, then go and link the two with mapping. It also creates an extra step for the donor to select the team name even though they accessed the form through the team/ fundraisers page.
Thank you!
We are preparing to kick off a peer to peer fundraising campaign in the next few weeks.
Is there a way to automatically populate the Fundraising Team Name and Team Captains associated with the transaction into the Salesforce Opportunity? Just like how the "C&P Fundraiser Contact" pulls the fundraiser's name.
I have not seen a C&P field for these to add to the Opportunity Layout page, and on the payment form there isn't an option to associate SKU's.
In the past as a work around, I have created a Custom Question for "Team Name" on the payment form. However, this creates more work for me as a I have to add the team name as an option in the payment form, then add it as an option in the Salesforce field settings, then go and link the two with mapping. It also creates an extra step for the donor to select the team name even though they accessed the form through the team/ fundraisers page.
Thank you!
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