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Multiple Opportunities created when multiple quantities purchased

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  • Multiple Opportunities created when multiple quantities purchased

    Hello! I have the option to purchase multiple quantities of an item through my event. When the opportunity pushes through to Salesforce, it creates one opportunity for each item purchased, rather than one opportunity for the entire purchase.

    I have the Transaction Total mapped to the Amount field, but the payment field creates a payment for the single ticket cost paid.

    Can this be fixed so it only creates one total opportunity, with the payment field reflecting the total payment, rather than these individual entries? Please see the two opportunities for Brissa Sotelo-Vargas purchased this morning as an example (I already fixed the entries for Janet Louie when I discovered this).

    Thank you!!!

  • #2
    Good day lreinhardt

    Each item in the basket (registration) is one opportunity. Our system relies on the Salesforce definition of opportunity and uses the opportunity to create autoresponder based on the item purchased.

    Hope that answers your question.
    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/
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    • #3
      Thank you for your super quick response! I will reach out to Salesforce to see if there's anything they can do on their end.

      Have a great day!

      Comment


      • #4
        Good day!

        Sorry but they will not be able to help. If they change the way the opportunities are being created it will create havoc with our reports and our structure.

        Each item in the basket is one opportunity. That is by design.
        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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        • #5
          Okay, thank you for clarifying!

          Then, how can I have the "amount field" reflect the ticket amount plus the additional fee? Simply leave the customized mapping blank perhaps (under Additional Information)?

          Comment


          • #6
            Good day @lreinhardt

            Yes, simply leave it blank or change it to any custom field.

            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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            • #7
              Have you found a work around for this? we have the same issue, we only want one opportunity created for the entire purchase

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              • #8
                Good day @AcutedgeLAA

                As stated in the other post, the Event application's foundation is based on Opportunities as line items for each registration.This is a product feature and not something we have control over to make it an option at this time.
                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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                • #9
                  We would also like to see this changed. Thanks!

                  Comment


                  • #10
                    Yeah, this is pretty messy. Would love to see some sort of opportunity grouping.

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