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Error on "Preferred Phone" in Temporary Contacts

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    CnP.Support.AM
    C&P Support

  • CnP.Support.AM
    replied
    Good day @LSandI360I

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

    Leave a comment:

  • LSandI360I
    Junior Member

  • LSandI360I
    replied
    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.

    Leave a comment:

  • CnP.Support.AM
    C&P Support

  • CnP.Support.AM
    replied
    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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ID:	40323

    Leave a comment:

  • CnP.Support.AM
    C&P Support

  • CnP.Support.AM
    replied
    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

    Leave a comment:

  • LSandI360I
    Junior Member

  • LSandI360I
    replied
    Access has been granted. Please upgrade as long as this won't cause any issues with our data links. Thanks!

    Leave a comment:

  • CnP.Support.AM
    C&P Support

  • CnP.Support.AM
    replied
    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.

    Leave a comment:

  • LSandI360I
    Junior Member

  • 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)
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