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  • Pushing a transaction to Salesforce

    Hi there,

    At least one transaction has not posted from Click and Pledge to Salesforce, likely due to a Salesforce issue we had this morning.

    It looks like the "Push to Salesforce" feature in the Click and Pledge portal has either been removed or moved. Could you either point me to directions on how to push our dropped transactions to Salesforce ourselves, or let me know what information you need to assist from your end?

    Thank you,
    Anna

  • #2
    Good day Annagore,

    "Push to Salesforce" feature is NOT removed NOR moved to anywhere, it is in same place. Please follow the steps below:


    Click on “Account Info” top right corner
    Click on “Reports” tab
    Under “Reports” tab Click on “Send Receipt”
    Enter search criteria in one or more of the of the given fields
    Enter search "From Date"
    Click on “Submit”
    At the bottom of the page, transactions matching your search will appear. Select an Order Number of the transaction you wish to view. This will take you to the Transaction Detail screen
    From the Transaction Detail screen you may email out the receipt or download a PDF and here you will find the Push to Salesforce option.


    Please check and let us know if we can be of any further assistance.


    Thanks,
    Support.Department

    Comment


    • #3
      I just found this thread as a response to my problem, and I followed all the instructions. However, I do not see any options for emailing out the receipt, downloading a PDF, or Pushing to Salesforce. I'm adding a screenshot here. Please help! -- JenniferClick image for larger version

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      • #4
        Actually, I was able to remedy this by going to 3rd Party/Salesforce and 1) Checking the "Enable Salesforce" box, re-entering my user name, password, security token, and Organization name. Then, when I went to Send Receipt and clicked on an order number, the "Push to Salesforce" button appeared. -Jennifer

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        • #5
          Good day Jenberger,

          Great to hear that the issue has been resolved. If the integration is broken then you won't see the Push to Salesforce option until you re-established the connection.

          Please let us know if we can be of any further assistance.

          Thanks,
          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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          • #6
            Thanks Jennifer, I had the exact same issue! My colleague installed the latest update last weekend and it was after that I noticed the "push to salesforce" button disappeared. Perhaps the two are related...

            Comment


            • #7
              I have the same problem! I can't push a transaction to salesforce. When I follow their suggestion, I can only credit a transaction. If C&P is watching this thread, I need order number 1412101920356702006 pushed please.

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              • #8
                Good day!

                I reviewed your account and could push the transaction to Salesforce.

                Please see below (click to enlarge):
                Click image for larger version

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                Account Info > Report > Send to Salesforce
                Click image for larger version

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                Enter the Order Number and search. It showed up without any issues.

                Is this what you are doing? Please let me know if you are still having issues.
                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
                  Thank you for your quick response! I wasn't going to the Send Receipt tab. It's working for me now. Is there a report you can run to find out which transactions failed getting logged into SalesForce?

                  Comment


                  • #10
                    I responded too quickly. I received this error message when I did the push: "Insert failed. First exception on row 0; first error: DUPLICATE_VALUE, duplicate value found: CnP_PaaS__VaultGUID__c duplicates value on record with id: a0q1200000312dg: []"

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                    • #11
                      Good day!

                      You have posted the same transaction twice to your Salesforce.

                      The best way to always handle this is to first look for the transaction in Salesforce and then if missing post it back. Take the order number and search for it in Salesforce- you should see Transaction & C&P Data for that order number.

                      If you wish for us to clean it for you please grant us login access and the order number so we can review your account.

                      For us to determine which transactions may have not posted we need your account number. What account number are you using?
                      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


                      • #12
                        Hi my clients account is having a similar issue except we don't see the Send Receipt or Download PDF buttons. Can you assistance with this!

                        Thanks,

                        Comment


                        • #13
                          Good day!

                          Sure we can help but we need a bit more information.

                          Do you have an order # that we can research?
                          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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