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I am struggling with the creation of two opportunities in Salesforce when a donor makes a gift and opts to pay the processing fee as well. We also see this behavior when someone purchases tickets for an event.  

I understand that this is by design.   However, this functionality makes acknowledgements more difficult and throws off overall numbers like Number of Donations, largest amount/smallest amount, and average amount.    

Has anyone created a work around (flow?) to combine those two opportunities into one.  Or perhaps there will be an option to select combining the amounts in a future release? 

Thank you

답변 5개
  1. 2023년 2월 13일 오후 5:29

    Can you ask the training team to put something out when this feature is active. A webinar would be greatly appreciated. I don't catch everything in the release notes, and I'm probably not alone in that. :-)

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