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Back-to-back Transactions Creating Duplicate Contacts in Salesforce

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  • Back-to-back Transactions Creating Duplicate Contacts in Salesforce

    We are using the API to make make two Credit Card transactions back to back (we do this because only one of them is recurring) and using the "Full Matching" setting in Salesforce.

    I've noticed that it will create duplicate Contacts in Salesforce, one for each Transaction, rather than creating a Contact for the first Transaction and then matching to that Contact with the second Transaction.

    Is this because both Transactions are processing in Salesforce simultaneously? Is there anything we can do to prevent that?

  • #2
    Good day @Perc-BRC

    Would you please grant us login access to your Salesforce instance and share the order numbers which processed back to back and created duplicate contacts 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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    • #3
      Hello,

      I granted access to our org. Let me know if you need the org id and what email I can send that to.

      The two order numbers are:
      31804-2011021710598611111
      31804-2011021710588291111

      Thanks,
      Drew

      Comment


      • #4
        Good day @Perc-BRC

        Would you please share the link URL of the page from where the above transactions processed?
        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
          https://phase1-awcommunity.cs196.for...ningmembership

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          • #6
            Good day @Perc-BRC

            We reviewed and found that the two transactions which you are referring to have processed with the same info with no difference of a second and in this case in Salesforce it will create duplicate contact. Please note that in Salesforce there is a queueable process, each process checking back to back for the existing contact which leads the duplicate contact creation.
            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
              Thanks for the diagnosis! Do you have any advice on how to handle this so we don't get duplicates?

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              • #8
                Good day @Perc-BRC

                It is Salesforce that how it works. All you can do is validate the submit button of your donation page to avoid double submission.
                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
                  This isn't double submission, these are two transactions we are processing back to back. One of them is recurring and one of them is a one-time donation.

                  Is there a way to ensure that two back-to-back transactions aren't handled simultaneously?

                  If not, is there a way to have a single transaction incorporate a one-time donation and a recurring donation?

                  Comment


                  • #10
                    Sure. Our API does handle multiple items on a single transaction. The URL you provided as the source for these transactions is a custom form. Do you know who built it for you? Someone would need to edit the code of the form to submit multiple items.

                    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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                    • #11
                      Hi, I built the form. Can you point me in the direction of documentation that shows how to have a single transaction with some items that recur automatically every year and some that do not?

                      Thanks.

                      Comment


                      • #12
                        PS I am using the Salesforce class library, but my posts in that forum went unanswered.

                        Comment


                        • #13
                          Hi,

                          Any update on this? Here are some other questions I am hoping to get answered:
                          1. How much time should be between transactions to ensure we don't get dupes?
                          2. Is there any way to have one transaction that combines a one-time donation and a recurring donation?
                          3. If not, is there any way to have one POST that includes a one-time transaction and a recurring transaction in such a way we don't get dupes in Salesforce?

                          Thanks.

                          Comment


                          • #14
                            Good day @Perc-BRC

                            Please note that you will need to delay the second transaction for 30 seconds to hit the API. Regarding your other questions, as of now, it is not possible to combine one time and recurring transaction.
                            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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