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  • Duplicate donation in Salesforce

    When I use C&P to collect payment in Graviy Forms it creates a duplicate opportunity record in Salesforce but only for $0 and their cards are not being charged. How can I prevent this from happening?


  • #2
    Good day @[email protected]

    Would you please grant us login access to your Salesforce instance and share the order number you are referring to so that we can review it?

    Looking forward to hearing back from you.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
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    Comment


    • #3
      I gave you login access. Thanks!

      Comment


      • #4
        would you please also share the order number you are referring to so that we know what we are looking for?

        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          I;m not sure what you mean but "order number"

          Comment


          • #6
            When you collect payment via C&P in Gravity Forms, C&P generates an Order number which you can find in the Receipt as well as in your Connect Portal. Please login to the Connect portal and search for the transaction you are referring to and there you will see the order number.

            Example:

            Click image for larger version

Name:	order number.jpg
Views:	22
Size:	200.0 KB
ID:	62516
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              Ah. there are a couple but a good example: 60191-2201251337598156923

              Comment


              • #8
                Good day @[email protected]

                We reviewed the above order number and noticed that those are not duplicates. It looks like your GF form was passed two items, one with $0 and another one with $1 as you can see that in the transaction details page:

                Click image for larger version

Name:	Transaction details.jpg
Views:	13
Size:	116.7 KB
ID:	62526

                When it gets posted to Salesforce, it is posted as a two-line item hence it creates two opportunities $1 and $0.

                We don't know how was form set up when those transactions were processed but now, the form doesn't have such amount options.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment

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