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Click & Pledge Transactions not appearing in Salesforce

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  • Click & Pledge Transactions not appearing in Salesforce

    My organization is new to both Click & Pledge and Salesforce. We have linked our Click & Pledge account with our Salesforce account. However, when we processed a payment in the virtual terminal, it did not populate in Salesforce but charged the card. Any suggestions on what we did wrong?

  • #2
    Are you familiar with "Temporary Contact matching"?

    When users ask this question they often mean that they expected to see a donation/opportunity record and there is not one. There is a process the Donor Management (PaaS) app goes through when the data arrives in Salesforce. Simplified, it is like this:
    1. Creates C&P Data record (dump of the raw transaction data)
    2. Waits to be paired to a Salesforce Contact record, once paired- move to next step
    3. Creates a C&P Transaction Record
    4. Creates the Opportunity
    Paste the Order number into the Salesforce global search at the top of the page to see if you get any results. If there's only a C&P Data record, open it, and look for the Message field to see why Donor Management did not finish processing the donation into Salesforce.

    If the Message reads, the referenced Contact was not found, process the Temporary Contact
    .
    For other messages, refer to our Troubleshoot Problems Posting to Salesforce article.


    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
      Hello. I am having a similar issue. We have a click and pledge transaction but the transaction did not appear in Salesforce. I checked temporary contacts and nothing was there and there wasn't any C&P data record, but the record is in click and pledge.

      Comment


      • #4
        Good day @Rhazlett

        Would you please share the C&P Account# and grant login access to your Salesforce instance so that we can review it?
        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
          Account number is 37216 and I have granted access. Thank you!

          Comment


          • #6
            Good day @Rhazlett

            We just reviewed your account and found no issues. Only one transaction was not posted in April due to you were at the old release. However, since you are now at the latest versions, the transactions are posting now. We have pushed the transaction to your SF instance which was not posted and it appears fine in your instance.
            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


            • #7
              Thank you!!

              Comment


              • #8
                Since the beginning of April, money collected through Click & Pledge is not appearing in Salesforce under the Household or as a Temporary Contact. I get a copy of the receipt via email and can view the transaction on the Settlement Report in Click & Pledge but have to manually enter the gift. Any suggestions?

                Comment


                • #9
                  lselden ,

                  Yes, please re-establish the connection to Salesforce, then review the Transaction list and post any transactions that show an error for posting to Salesforce from the Transaction Detail screen in CONNECT.

                  If they all show as posted, review How Data Posts to Salesforce to see if the data DID get to Salesforce, but did not finish processing.
                  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

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