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  • Salesforce Connection failure

    I just discovered that sometime around July 19 2022 the Connect connection to Salesforce for one of our two accounts failed. I was able to re-establish it by clicking the Connect button on the 3rd Party Integrations page. However, I have a few concerns:

    * I did not receive any error message from C&P when this failure happened, nor any when a transaction arrived that did not post to SF. My email is listed in the Error Notification List. Should I have received an error message? On the Salesforce side, in C&P Settings/C&P Accounts, I do not see any emails in the Error Notification List even though they existr on the Connect side.
    * The Login URL field for this account shows that I am using Standard Domain, even though our SF instance has a custom domain. But I cannot change the field to use the custom domain, either on the COnnect side or the SF side. Is this an issue?
    * The Connection Type field shows "Direct to Salesforce" for both of our two C&P accounts that point to the same instance of SF, and I can't change one of them to "Shared with Another C&P Account", either on the Connect side or the SF side. Is this an issue?

    Maybe these settings are no longer used with ProPay?

    Can you review all of my settings to make sure everything is working correctly?

    Thank you.

  • #2
    Good day @JohnF

    Would you please share both of your C&P Account numbers so we can review them?
    Regards,
    Click & Pledge Support Department

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    • #3
      36959 and 38087. It was 38087 that had the connection failure.

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      • #4
        Good day @JohnF

        Your accounts seem to be working correctly. It looks like it was discounted at some point from the SF side, I don't see any error logs in our system. However, I have forwarded this to our technical team to find out if any issue on the SF side on that particular date.

        Regarding your other questions, those are not issues. Please note that once you established the connection those fields cannot be changed. In order to change those settings, first, you will need to disconnect and then make the changes and establish the connection.

        Please see:

        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

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