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Problem w/ amt paid totals on SF records w/multiple registrations per transaction

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  • Problem w/ amt paid totals on SF records w/multiple registrations per transaction

    Is there a way to change the way transactions with multiple event registrations show up in salesforce? Currently they are creating individual opportunities for each registration within the transaction, which makes sense. However, the individual opportunities are showing the total amount paid for the entire transaction instead of the individual amount. For example, a transaction that includes 5 event registrations @ $75 each is not only showing $375.00 as the amount paid for the total transaction, but also for each of the individual people registered within that transaction. This is causing issues with revenue reporting surrounding the event.

  • #2
    Good day!

    I am a bit confused so please clarify something for us.

    We take the total amount and split it among all opportunities based on the level. Each opportunity is a registration for an attendee and the price is for that level only. The opportunities do NOT show the full amount.

    Please submit a picture (JPG) so we can see what you are referring to. If you grant us access we can also review your account and the transaction.. knowing a sample Order Number will also help.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    Comment


    • #3
      Hello,
      The problem is that the amount is not being split between all opportunities. We've granted you access. See order # 1602171933522294004
      Thanks!

      Comment


      • #4
        Good day!

        We reviewed your instance & you are updating the opportunity field with your own workflow rule. Please see:

        Click image for larger version

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        We have done a test and determined that once we create the opportunity with the right amount your workflow updates it with a different amount.

        I hope this helps.

        Please let us know if we can be of any further assistance.
        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

        Comment

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