KELL Solutions and KnowledgebaseClick & Pledge Click & Pledge AdministrationMapping a SKU to Campaign or Fund (or Related Object)

Mapping a SKU to Campaign or Fund (or Related Object)

Click and pledge makes assigning SKUs to campaigns easy.

To Assign a SKU To A Campaign

Go to the C&P Settings > Opportunity Tab

Add a new Campaign Source Mapping

Add a new Campaign Source Mapping

Click - Add New and then Enter the SKU in the Field

Select the Campaign

Select the Campaign

If you start typing the name of the campaign in the Campaign field it will autocomplete, giving you the full Salesforce ID.

Save

Save

Click Update Settings

TO Assign a SKU to a Fund or Related Object.

If you're using the KELL Fund Allocation pack you can easily map the SKU to a fund as well. (or in fact any related object),

Got to the C&P Settings Custom Question Mapping Tab.

Got to the C&P Settings Custom Question Mapping Tab.

Add a new Mapping and select Opportunity

Add a new Mapping and select Opportunity

Select the field you want to map to

Select the field you want to map to, enter the SKU and you can use the autocomplete to look up which record you want to map to.