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For a specific campaign I need my Opportunity Stage value to be different than the one set in C&P Settings / Opportunities. So I set it in the Custom Mapping SKU map: If SKU contains {my SKU}, then Stage = {my special stage value).

However, this caused the Stage to be set to my special stage value *even for declined transactions*. I had some declined transactions arrive so this caused a bit of a mess.

Is there any best practice for setting a special stage value based on SKU only for approved transactions, while retaining the Stage value for declined transactions that is set in C&P Settings / Opportunities?

5 件の回答
  1. 2020年4月29日 15:12

    After a bit more thought, @Dustin Moore​ , I ended up creating a Lightning Process that sets Stage to "Rejected" if Opp.C&P_Transaction.Transaction_Result="Declined". I decided to have the process act on the "failure" rather than on the "success" so I could see all my different my special-purpose "success" settings for C&P transactions in the C&P Settings / Custom SKU Map, centralized with all my other C&P settings. I figure that declined transactions never need more than one Stage setting no matter what, so I can have that one setting live over in Process Builder where I might forget to look at t if I am reviewing C&P rules.

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