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  • Opportunities not created on transaction

    Transaction Order # 26861-170321132331681 did not result in any Opportunities as is customary. I have already tried re-posting to Salesforce in Connect and nothing happened. Please check into an explanation and solution.

    Org ID = 00Di0000000H8fk

  • #2
    Good day @andrea@capecdp.org

    Please check now and let us know if you find any issues.
    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      Thank you, issue is resolved. Can you please explain why it happened?

      Comment


      • #4
        Good day @andrea@capecdp.org

        We simply clicked on the update button under C&P Settings >> Opportunity and reposted the above order number.
        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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        • #5
          Dear C&P support:

          We are also having difficulty with a C&P registration not creating an opportunity. This was a web sign-up that was held up in "temporary contacts". We clear these types of contacts regularly and have never noticed this type of problem. This time, when we merged the temp contact with the existing contact in SF, we noticed a lack of opportunity being created. (the registration, however, is showing up fine for the event in question).

          Org ID: 00Di0000000ccq1

          We will give you access to our instance.

          The C&P transaction order number is: 26899-1901311330335183390

          Thank you for your help!

          Comment


          • #6
            Good day @Mike Beck

            We reviewed and found that the opportunity was created for the above order number. Please see:

            Click image for larger version

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ID:	44596
            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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            • #7
              Yes, we ended up manually creating the opportunities since they did not get created automatically. Initially the "Related Opportunities" field was blank. This had never happened before so we just want to be sure we don't have to monitor this going forward.

              Comment


              • #8
                Good day @Mike Beck

                Moving forward if you see the same issue then please don't create the opportunity manually and share the order number with us so that we can review it.
                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
                  Hello C&P support:

                  Similar issue is again happening: people are registering on our site for events, C&P registers them, but no opportunity is created.

                  Org ID: 00Di0000000ccq1

                  We will give you access to our instance.

                  The order numbers in question are:

                  ​​​​​​26899-1906020920476807007
                  26899-1906020923355057007

                  This customer had three separate credit card transactions. The third one did work and did create an opportunity, once removed from temporary contacts:

                  26899-1906020918485637007

                  Comment


                  • #10
                    Good day @Mike Beck

                    We reviewed and found that for the above 2 order numbers the C&P Data is deleted and maybe edited the records? However, we simply removed the complete footprint of those order numbers from your Salesforce instance and re-posted it from Connect and it created the Opportunities and all seems to be good.

                    Click image for larger version

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Views:	6
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ID:	46934
                    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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