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Opportunity Record Type for C&P Events

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  • Opportunity Record Type for C&P Events

    We have a specific record type for Event Income. How can I modify C&P so that all donations that come in via an event use that specific Event Income record type. Right now it is defaulting to our Donations record type.

    Thank you,
    Jacki

  • #2
    Good day @JAskelson,

    As discussed during the office hours, the best way to do this is by implementing SKU's. Please see below:

    Click image for larger version

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    Regards,
    Click & Pledge Support Department

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    • #3
      Yes -- thank you!

      Comment


      • #4
        Hi, I'm struggling with the same issue. I get where I assign the record type based on SKU in C&P settings. However, where do I assign the SKU within C&P Event Management (in this example, "Event")?

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        • #5
          Okay, I figured out how to do this. The SKU is set through each event registration level.

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          • #6
            Hello! I'm curious if any have found alternate fixes. I have SKU mapping set up but some users forget to set it for all event registration levels. Is it possible to set all levels to have a default SKU and/or to set record type using another method?

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            • #7
              Good day @sarah_girls_en

              Sorry, there is no way to assign default SKU's for the registration levels. You have to have set the SKU's to the registration levels to assign the specific record type and it will assign based on the mapping under C&P settings.

              However, you may set "Any or Blank" condition under C&P Settings for record type but this will apply to any SKU from any source of the transaction and not specific to the Events.
              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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