Announcement

Collapse
No announcement yet.

Double the Donation visualforce breaks Salesforce Account page

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Double the Donation visualforce breaks Salesforce Account page

    I added the C&P Double the Donation visualforce section to my accounts page following the directions here (http://help.clickandpledge.com/custo...ticles/2203269) and all accounts pages now load briefly then redirect to this page:
    "
    URL No Longer Exists
    You have attempted to reach a URL that no longer exists on salesforce.com.

    You may have reached this page after clicking on a direct link into the application. This direct link might be:
    A bookmark to a particular page, such as a report or view
    A link to a particular page in the Custom Links section of your Home Tab, or a Custom Link
    A link to a particular page in your email templates

    If you reached this page through a bookmark, you are probably trying to access something that has moved. Please update your bookmark.

    If you reached this page through any of the other direct links listed above, please notify your administrator to update the link.

    If you reached this page through a link on our site, please report the broken link directly to our Support Team and we will fix it promptly. Please indicate the page you were on when you clicked the link as well as any other related information. We apologize for the inconvenience.

    Thank you again for your patience and assistance. And thanks for using salesforce.com!"
    I made sure my profile has access to the page. Help?

  • #2
    Good day [email protected]

    Please grant us login access so we review the account. We have also contacted DoubleTheDonation to figure out if there are any issues on their end.

    We will update you immediately.
    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
      I just granted login access for 1 week.

      Comment


      • #4
        Good day [email protected]

        I just reviewed your instance & noticed that your instance is 2 releases behind. DoubleTheDonation has changed its endpoint URL and as such your instance needs to be updated. We have posted notices on the HUB and the release notes also discuss the changes.

        Please grant us login access and we will update you immediately to the latest release. Please see below-

        Click image for larger version

Name:	2016-10-13.jpg
Views:	94
Size:	46.6 KB
ID:	27629

        The latest instance is 9.7010

        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/
        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
          Also will you point me to documentation that has a demo or best practices for the Salesforce DtD integration? I'm looking at this (http://help.clickandpledge.com/custo...ticles/2203269) but its not enough for me to know how it works and how I want to customize my integration. Thank you.

          Comment


          • #6
            Ok, good to know. Login access has been granted. Is there a way to set the updates to go automatically?

            Comment


            • #7
              Good day [email protected]

              We have upgraded your Salesforce instance as requested.

              It is absolutely important that you re-establish connection between Click & Pledge and Salesforce. With this update C&P Accounts are no longer needed to be added to Salesforce as the connection will automatically add the required information to Salesforce. It is extremely important that you login to the portal & re-establish connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce. With this release 2 more variables are added to Salesforce with each account and as such it is important that you login and set up the connection again for all your connected accounts.

              To establish connection please see the following KB article: http://help.clickandpledge.com/custo...ty-integration

              Release notes:You may also join our Power of Us Hub: http://bit.ly/1cO852O

              We also love to know what you think about our platform. Please review our apps on AppExchange:Please let us know if we can be of any further assistance.
              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


              • #8
                I followed the instructions for "Integration with Salesforce" on the link you sent me, logging into Connect and verfiying my Salesforce connection. Was there something else?
                I'm still gwetting the problem where the DtD visualforce addition to my accounts page breaks the page

                Comment


                • #9
                  Hey, the DtD visualforce still breaks our accounts page. Also will you point me to documentation that has a demo or best practices for the Salesforce DtD integration? I'm looking at this (http://help.clickandpledge.com/custo...ticles/2203269) but its not enough for me to know how it works and how I want to customize my integration. Thank you.

                  Comment


                  • #10
                    Good day @[email protected]

                    Would you please share the screen shot of the page where you see the above issue so that we can better assist you?

                    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/
                    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


                    • #11
                      I know y'all are looking into why the Visualforce page is breaking my accounts page view.

                      But I have another question about Double the Donation. I understand when the account isn't found for a matching gift, a C&P Temporary Account is created. And an opportunity isn't created until that Temp Account is resolved. But I see that C&P Temporary Account is not an object. Which means I cannot make a workflow rule to alert my staff one has been created. Do you have a suggestion for how to alert staff when one has been created?

                      Comment


                      • #12
                        Good day [email protected]

                        We found the issue with your instance & why you were seeing an error when the Double The Donation integration was being added to the Account layout.
                        Click image for larger version

Name:	DTD-Error.jpg
Views:	98
Size:	100.5 KB
ID:	27931

                        The checkbox for "Enable clickjack.." was enabled. Salesforce, as a result, was blocking the iframed page in the layout. We disabled the feature and now it works.

                        Hope that helps.
                        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


                        • #13
                          Thank you! It sounds like that should be put in the configuration directions.

                          I have 3 follow up questions:

                          I notice I cannot find a single page where that is populated. Is there a way to find one that matches DtD so I can test that it works?

                          And is there a way to import the accounts that DtD has so it makes it easier to connect when there is a matching gift?

                          AND I have another question about Double the Donation (as I wrote above). I understand when the account isn't found for a matching gift, a C&P Temporary Account is created. And an opportunity isn't created until that Temp Account is resolved. But I see that C&P Temporary Account is not an object. Which means I cannot make a workflow rule to alert my staff one has been created. Do you have a suggestion for how to alert staff when one has been created?

                          Comment


                          • #14
                            Based on going to C&P office hours, I learned:

                            Matching information will not show up on an account until C&P Company ID is filled in.

                            There is no way to get the full list of companies that match with Company ID so we can match in advance and reduce the Temporary Account process.

                            There is no way to get notified when a C&P Temporary account is created except to look at the receipt for the payment.

                            Comment


                            • #15
                              Thank you Rachel.
                              I gotcha on item 1.
                              Yes, I've realized that also on item 2.
                              For item 3, I added CP Temp Accts to my tool bar in SF and check it 1/day.... not very sophisticated, but it works for now.

                              Comment

                              Working...
                              X