At times transaction data may not post to Salesforce due to connectivity problems. In most cases the issue is due to a disabled connection user. The following summarizes the key steps for identifying the root cause of the problem.
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Troubleshoot Problems Posting to Salesforce
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The new & improved Cumulus is a major upgrade to the NPSP 2.x package. While the Click & Pledge application is fully compatible with Cumulus, the upgraded application has a number of deprecated fields which will create a conflict when processing the "Temporary Contacts".
When processing the C&P Temporary Contact, in the presence of the deprecated fields, the following error will be reported:
You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary.
Once the Cumulus has been upgraded the following fields need to be deleted..
...04-24-2015, 08:44 AM
Version # 8.9xxx
The "Self Healing" option provides an easy way to fix errors that may occur while creating a transaction.
The following are some of the reasons that errors may occur while the transaction data is being created:
03-30-2015, 05:57 AM
- Strict validation rules that are violated when a transaction posts, e.g. phone number format, required date of birth, etc.
- Triggers that may stop creation of the Transaction, Opportunities, Custom Questions, or the Autoresponder
- Lock row error due to other processes locking an update
Transactions may be posted to Salesforce through the Connect administrative portal.
IMPORTANT NOTE: The post-back history is provided for review. Make sure the transaction is not currently present in Salesforce. Posting a duplicate transaction to Salesforce will generate a duplicate error.
...02-21-2015, 05:18 PM
Patron Value Rank provides you a quick tool to completely understanding your donors personal, fundraising and network contributions. Donor Management Release 8.3+ required.
Patron Value Rank will
04-02-2014, 11:26 AM
- Identify which donors are the most valuable to your bottom line.
- Track personal, fundraised and networked donations for each donor.
- See which donors have influenced the most networked donations when using the fundraiser features in Click & Pledge Connect.
The Donor Management application in Salesforce offers several methods through which an email may be sent for event tickets and auto-responders. In general Salesforce offers its own SMTP (Simple Mail Transfer Protocol) servers for sending emails but the daily limit imposed on emails is low for most organizations. The following provide more information about the limits:03-05-2014, 04:39 PM
The following applies to the Donor Management Application Version 8+. If the following screen is not part of the C&P Settings tab please upgrade using the normal upgrade procedure through the appExchange.
Upgrading Click & Pledge's Salesforce applications is easy and may be done by clicking on the C&P Settings > About C&P Apps. It is highly recommended the the upgrade's release note be reviewed prior to any upgrade.
The installed applications table offers the following information:
03-03-2014, 05:26 AM