KELL Solutions and KnowledgebaseClick & Pledge Click & Pledge AdministrationMapping a C&P Connect form to a Salesforce Campaign

Mapping a C&P Connect form to a Salesforce Campaign

We link Click & Pledge Connect forms to Salesforce campaigns by defining the SKU.  This lets us easily map Campaigns, Record Types, and Customize any fields we want on the Opportunity, Contact or Account with anything specific we want.

Log into Connect

Log into Connect

Just go to https://connect.clickandpledge.com

Then navigate to your specific Connect Campaign we want to map

Then navigate to your specific Connect Campaign we want to map

Then Fill out the SKU fields

Then Fill out the SKU fields

Then add an identifier that you want to use for your campaign.  It can be anything you want, but we recommend that all the SKUs for a specific campaign start with the same identifier  ex:  HOL15-general  HOL15-sponsor HOL15-benefactor

Then in Salesforce go to the C&P Settings Tab

Then in Salesforce go to the C&P Settings Tab

Select Opportunity To map Campaigns and RecordTypes

Select Opportunity To map Campaigns and RecordTypes

Then map the Record Type  and Campaign for the new SKU.

Note using the SKU Starts with lets us get all the SKUs for our HOL15 example

For adding other customizations we go to Custom Question

For adding other customizations we go to Custom Question

Then you can Update Opportunity, Contact and Account fields based on the SKU

Then we can use the SKU to map any specific fields on the SF records that we want.