Announcement

Collapse
No announcement yet.

Opportunity created and modified by wrong user

Collapse
X
 
  • Time
  • Show
Clear All
new posts

  • Opportunity created and modified by wrong user

    I am an administrator in our Salesforce along with several other people in our finance department because as the event coordinator, I need to update the C&P transactions that come through as opportunities in Salesforce. Well I must have changed something in my user settings either in Connect or in the Salesforce setup because ALL C&P opportunities have my name as "Created by" or "Modified by" when I haven't even been into the opportunity. So now we don't know which of us has created or modified anything. All of the transactions that have my name are either C&P event opps or Connect opps.
    Please tell me what I did wrong! Or if I need to post this somewhere else.
    Org: 00Dj0000000JAWN

  • #2
    Good day @candace.strickland

    We don't have access to your instance. Please grant us access 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

    Comment


    • #3
      Access granted

      Comment


      • #4
        Good day @candace.strickland

        Please note that if the transaction is processed from Connect or any of the app then the integrated user i.e. "Candace Strickland" will be the created user as well as the "modified by User" for that record. In case of transaction process through temp contact then the user who processes the temp contact will be the created and modified user of that record.
        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

        Working...
        X
        😀
        🥰
        🤢
        😎
        😡
        👍
        👎