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C&P Settings - Add Opportunity.Campaign Assignment

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  • C&P Settings - Add Opportunity.Campaign Assignment

    Please add the Campaign assignment on Opportunity as a feature to C&P Settings.
    I got the integration from a standard CnP portal donation form to Salesforce to work. The Opportunity (Donation) was created with the associated Account/Contact and Record Type based on the SKU.
    I would also like to set the Campaign (and possibly other fields) based on the SKU.
    Unfortunately, Salesforce field update rules do not work for lookup fields, or I would consider that. I guess a trigger would work, but I don't know how to do this yet.

  • #2
    Good day!

    This is a good idea and we will include this in release 5.0 due out in August.

    We have discussed your request and will simply duplicate the Settings > Record type area and make it so for each of the variables listed you can also identify the campaign that should be set.

    Hope that works for you.
    Regards,
    Click & Pledge Support Department

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