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Payment Processor Integration went away with upgrade Instance #1

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  • Payment Processor Integration went away with upgrade Instance #1

    Help! We have two event on Friday, in two different instances of Salesforce. I will post twice, once for each. When we go to enter a ticket sale in auctions for salesforce, or pre-swipe a credit card, it doesn't know where we are storing the information. I remember this from years ago - I believe it's a virtual terminal issue, and I even have the code I need to input, but I cannot remember where to do so.
    Organization ID 00DG0000000kzF3, Access Granted. Inserting image of error message.

  • #2
    Good day Kate,

    Sorry but we are unable to see the image. If you click on the image you have uploaded you see how small the image is.

    The issue with the image is its format. Please post images as JPG since PNG format shows as extremely small.

    Once we see the image we will be able to figure out what is going on.

    By the way, your account is not at the latest update. We can upgrade you if you grant us login access.

    Click image for larger version

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    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/
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    Comment


    • #3
      Access was granted yesterday - are you having difficulty getting in? I am very close to panic on this issue. jpeg attached. Click image for larger version

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      Attached Files

      Comment


      • #4
        Good day!

        Sorry for the situation-- we do not see the error. If you post the image as JPG we can.

        Guessing the issue is with the Auction update, as we have seen this reported before. Please see below setting in Auctions. Please note that this is not a C&P issue but an Auction setting. Hope this helps.

        Click image for larger version

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        The new Auction has a new field that you have left blank and the Auction app is returning error. This is a new field added by David Habib.

        Click image for larger version

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        If the Auction setting field is blank you will get the error shown above.

        Hope that helps.

        Also-- your instance is not up-to-date. Do you want us to upgrade your instance to the latest C&P releases?
        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


        • #5
          Thank you - we are getting there. Do you have any idea what code should be used? I tried both the credit card charge and credit card validate urls and neither would process.

          Comment


          • #6
            Good day!

            We really do not know. It is a question for David Habib on the HUB.

            I have asked our team to research this and will post an answer as soon as we find out.

            Sorry for the inconvenience. We hope you don't blame us for this
            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
              We do not blame you! We appreciate the support! I had understood that David Habib had transferred the whole Auctions piece to you. I guess not?

              Comment


              • #8
                Good day!

                Oh No! not by any means. Auctions for Salesforce is not a C&P product. David handles it directly and it is his product. We are offering help where we can to help our clients with getting answer fast rather than going around the support circles.

                Will get back to you once we have an answer.
                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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                • #9
                  Good day!

                  We contacted David Habib and here is the response:

                  "If the user has the NPSP they should leave it blank, and A4S will automatically save the payment method on the Payments object (if they have NPSP payments enabled).

                  If they aren't using NPSP, then they should create a custom field on Opportunity to track the Payment Method, and then specify the developer name of that custom opportunity field in this setting. So if the Opportunity custom field is called "My Custom Payment Field", then the developer name of it should be saved in settings as My_Custom_Payment_Field__c

                  If they want to track Payment Method on some other custom related object, they can't do it directly. Ie, A4S won't know how to write to a related record. They would need to have a custom field on Opportunity, which they specify as described above, and then they could use their own flow, process, or trigger to copy their Opportunity Payment Method field to their related object.

                  Hope that explains it well enough."


                  Please let us know if this helps.
                  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/
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                  Comment


                  • #10
                    We do not have NPSP installed. Looking in the app exchange, Basis NPSP does not seem to be there. There is one for relationships and one for affiliations. Should I just install one of these?

                    I cannot make ANY sense of his instructions for those not using NPSP. Help????

                    Comment


                    • #11
                      Good day!

                      I have forwarded this to one of developers to resolve in your instance.

                      Please allow 24 hours for the test and implementation to complete. We will create the field and assign to the Auction setting as instructed by David Habib.
                      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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                      • #12
                        I cannot thank you enough. I need this done for two instances:
                        Organization ID 00DG0000000l0eC
                        Organization ID 00DG0000000kzF3

                        I'll be waiting with baited breath!

                        Comment


                        • #13
                          Good day @Kate,

                          We have resolved the issue for both of the following accounts:
                          • Organization ID 00DG0000000l0eC
                          • Organization ID 00DG0000000kzF3
                          The steps that were taken:

                          The Error Condition:

                          Click image for larger version

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                          Step 1: Create the field per Auction instructions:

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                          Add the field:



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                          Step 2: In Auction Settings

                          Click image for larger version

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                          The field added: Auction_Payment_Method__c

                          Result:

                          Click image for larger version

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                          & no Error.

                          We also updated your instance to the latest releases.
                          Release notes:
                          It is highly recommended that you re-establish the connection after each upgrade. To establish connection please see the following KB article: http://help.clickandpledge.com/custo...rticles/803669

                          Please let us know if we can be of more assistance.
                          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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                          • #14
                            Thank you, thank you, thank you!!!! I will save these instructions!

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