Hey Trailblazers,
I have a requirement to reroute recurring donations from a 2021 campaign to a new 2022 campaign. Any direction would be greatly appreciated. #Nonprofit #Nonprofit Success Pack #Campaign #Recurring Donation
Hi @Wes Reed, you wouldn't usually "route" the donations to the campaign. The campaign is used to capture the marketing initiative, so if the campaign was in 2021, those funds would continue to come in for 2022, but would not have their campaign changed.
See these trailhead badges for more: https://trailhead.salesforce.com/en/content/learn/modules/campaign_basics/campaigns_basics_unit_1
In terms of allocating funds, you could look at using General Accounting Units (GAUs) - see more info here: https://powerofus.force.com/s/article/GEM-Set-Up-GAUs-for-Allocations
Let us know how you get on!
