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Error on "Preferred Phone" in Temporary Contacts

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  • Error on "Preferred Phone" in Temporary Contacts

    I am receiving this error when I go to process a temporary contact. This is the first time I've received such an error and I'm not sure how to resolve it. Can you please help?
    • Preferred Phone: Please select a Preferred Phone
    • Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Please select a Preferred Phone: [npe01__PreferredPhone__c]---307-------(CnP_PaaS)

  • #2
    Good day @LSandI360I

    Would you please grant us login access to your Salesforce instance so that we can review whats going on?

    Also, we noticed that your instance is at outdated versions of our apps for which support has been ended. If you allow us we will upgrade your instance with the latest versions and review the issue.
    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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    • #3
      Access has been granted. Please upgrade as long as this won't cause any issues with our data links. Thanks!

      Comment


      • #4
        Good day @LSandI360I

        We have upgraded your instance with the latest version of our apps as requested.

        NOTE: Please note that the Salesforce Campaign defined in Connect (affecting the entire transaction) will be deprecated from Connect. Please review C&P Settings > Opportunity > Primary Campaign rules to ensure Opportunities receive the correct campaign. Check 'Use Transaction Campaign' in your C&P Setting rules to retain the Salesforce Campaign specified in Connect; however, we recommend implementing SKUs as the best long-term strategy.

        SKU Tutorial : http://tutorial.productions.clickand...ideo/209074427

        It is highly recommended that you login to the Connect & re-establish the connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

        To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection

        Release notes: http://cnp.mn/Salesforce-Latest-Releases

        You may also join our Power of Us Hub: https://bit.ly/1cO852O
        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
          Regarding the error, it is due to the validation rule you have set on Contact object. You may need to deactivate the validation rule and try to process the temp contact.

          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/
          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

          Comment


          • #6
            Thank you for upgrading our instance. There were several actions you mentioned, so here's the status of each:

            1. Reestablish the connection in Connect - Complete
            2. Implement SKUs on each campaign in C&P - Complete
            3. Link SKUs to campaigns in Salesforce - This is where I get stuck. When I go to C&P Settings --> Opportunity --> Primary Campaign Source, it asks for an 18 digit campaign ID. However everything I see in Salesforce is only 15 digits.

            Comment


            • #7
              Good day @LSandI360I

              Since it is lookup field, when you type the Campaign name it will automatically retrieve the Campaign ID.
              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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