Wrong Opportunity Record Type

[JosephineK]

Hello,

I was re-directed here from Case 81421. I'm trying to help Write Around Portland solve an issue with using SKUs to assign Opportunity Record Types. We have it set so that if the SKU starts with a0o it should be set as a "Workshop Fee" Opportunity. Instead it comes in as a Donation.

The Gravity Form in question has a hidden field with the label {SKU}{FIELDID=8}{OPTION=a0o0a00000AMGga} and a0o0a00000AMGga as the default value.

It seems to be set up as it should be so there must be something we're missing. Please let me know if any other details would be helpful. Thanks!

[CnP.Support.AM]

Good day @JosephineK

Would you please share the order number and extend the access to your Salesforce instance so that we can review what's going on?

Looking forward to hearing back from you.

[JosephineK]

Hello,

I have extended a week of access to the org and a recent Opportunity that had to be changed from Donation to Workshop Fee has the order #34990-1904251503145934009.

Thank you!

[CnP.Support.AM]

JosephineK is it ok for you if we re-post the above order number in your instance?

[JosephineK]

Hello,

To avoid confusion, it would probably be better to re-post a test transaction rather than a real one. How about 34990-1905011633342351010? This one hasn't been changed and is still showing as a donation when it should be a workshop fee.

[CnP.Support.AM]

Good day @JosephineK

We have identified the issue and will be addressed in the next update. Hopefully, the release is public on 16th of this month.

Sorry for the inconvenience.

[JosephineK]

Hello,

Can you let me know what the issue was so I can report back to Write Around Portland? I'm glad to hear that the issue will be resolved soon but it would be good to know what the problem was in case something similar happens in the future.

Thanks so much!

[CnP.Support.AM]

JosephineK that is an issue in the code and you can't do anything about it. Our developers will fix that issue.

[JosephineK]

Hello,

Can you confirm if the fix was put into a recent update? Thanks!

[CnP.Support.AM]

Yes, you need to upgrade your instance with the latest version. Please grant us access so that we can upgrade you and re-post the transaction in the question.

[JosephineK]

Hello,

You now have a week of access. Thank you!

[CnP.Support.AM]

Good day @JosephineK

We have upgraded your instance with the fix and it seems to be working fine now.

It is highly recommended that you login to the Connect & re-establish the connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection

Latest Release notes: http://cnp.mn/Salesforce-Latest-Releases

Please review it and let us know if we can be of any further assistance.