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Opportunity & Custom Mapping Rules Not Working

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  • Opportunity & Custom Mapping Rules Not Working

    Order # 21914-1905011841369758181 is an example of my opportunity and custom mapping rules not working for updating the Opportunity Owner and Record Type. The Sku starts with EVT and the Opportunity Owner should be Michelle Diaz-Laboy and the Record Type should be Education Event. Also, the Acknowledgement status should be "Do Not Acknowledge". Some recent transactions have correctly updated the Acknowledgement Status field but not the others. BTW, I also have a Salesforce naming convention rule set up based on the record type. Order # 21914-1904130831112856091 is an example of where the opportunity was created correctly. I have granted access.

  • #2
    Good day @donhemrickjr

    We have identified the issue with the Owner ID of Opportunity & Custom Mapping Rules and will be addressed in the next update.

    Sorry for the inconvenience.
    Regards,
    Click & Pledge Support Department

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    • #3
      Can you explain why some mapping rules are working and some aren't? Do you have an estimate for when the next update will be released?

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      • #4
        That is what exactly our developers are going to address in the next update. Hopefully, the release is out by 16th of this month.
        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
          I've requested upgrade assistance. Is there anything else I need to do to ensure that my opportunity and custom mapping rules work correctly?

          Comment


          • #6
            It should work. Once your instance gets upgraded, please test it.

            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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