Double the Donation visualforce breaks Salesforce Account page

[[email protected]]

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.

[[email protected]]

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.

[[email protected]]

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?

[CnP.Support]

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.


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.

[[email protected]]

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?

[CnP.Support.AM]

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.

[[email protected]]

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.

[[email protected]]

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

[CnP.Support]

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:

• API Class Library 4.3000: http://cnp.mn/1S5jL0v
  • Previous release notes: http://cnp.mn/2dhYZPt
• PaaS 9.7010: http://cnp.mn/2deJfN7
  • Previous release notes: http://cnp.mn/2czxK2H
• Event 4.4007: http://cnp.mn/2deKdZD
  • Previous release notes: http://cnp.mn/2czy41u

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:

• Payment: http://bit.ly/cnp-paas-review
• Event: http://sforce.co/1yYgEPM

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

[[email protected]]

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

[[email protected]]

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.

[CnP.Support]

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-



The latest instance is 9.7010

Looking forward to hearing back from you.

[[email protected]]

I just granted login access for 1 week.

[CnP.Support]

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.

[[email protected]]

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:
"

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I made sure my profile has access to the page. Help?