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Test transactions not recording in C&P today - but did yesterday!

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  • Test transactions not recording in C&P today - but did yesterday!

    Hi there -

    I've been working on getting C&P and SF working the way we need them to and have been running test transactions. Yesterday 3/18, they recorded as they should have in SF (although the adjustment I was trying to make did not work). Today, I tried some different adjustments and could not get the test transactions to record in SF. I after trying several times, I undid the things I changed today and tried again. The current settings are what they were yesterday when the test transactions recorded properly - but they are not getting into C&P today at all. I checked the C&P data tab and the C&P transactions tab and they were not entered. (The last transactions recorded were the ones I did yesterday.)

    So I was poking around on the forums to try and figure out what I was doing wrong and saw that in the "Salesfroce Puament-as-a-Service Platform: Releases & CHange Logs" that there was an update to the SF app. Is that what is causing my test transactions not to record?

    Sharon

  • #2
    Sharon,

    The updates have nothing to do with the failure. We don't update our client's instance automatically and the updates are all backward compatible.

    If your transactions are failing to post to Salesforce and they are not showing up in the C&P Data then there is a connection problem. Please make sure your token or password has not changed and that the connection verifies.

    Please see the following article: https://forums.clickandpledge.com/co...-to-Salesforce

    Please let us know if 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


    • #3
      Thank you for your reply.
      I did assume that you guys had not updated our account - I just can't figure out what could be different between yesterday when the test transactions recorded and today when they don't.
      I did not change anything having to do with the connection information- either today or yesterday. SO if the connection worked yesterday it should have worked today -right?
      Anyway - I did go to the User account on Salesforce whose information is used as the connection information for integration between C&P and SF - and I saw that there were many successful log-ins today which correspond to my test transactions. SO the connection must be good - right?
      It must be something else that I messed up somehow - although I changed everything back to what it had been before I made changes today. -

      Any other suggestions?

      Comment


      • #4
        Good day!

        If the connection is fine then we need to look at the C&P Data.

        Have you checked the posts to C&P Data? Go to the C&P Data tab and check the entries (see below)
        Click image for larger version

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        If any of the transactions have a 0 as status click on the Transaction number and see the details towards the bottom as shown below:

        Click image for larger version

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ID:	15143

        If there are any errors they are explained in detail in the "Message" area.

        Please review & let us know what you find out.
        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
          Thank you again. The transactions are not showing up at all in the C&P data tab area. I keep checking that.

          The reason I think the connection is okay is that under the log-in attempts in SF for the user whose email/security token is used for integrating with C&P, there are records of successfully log-ins for every test transaction I made yesterday. The time corresponds with the times on the email receipts for each test transaction. I can find no error messages anywhere.

          Could I be wrong about the connection? COuld C&P be successfully logging in to SF but not actually connecting properly?

          Comment


          • #6
            Good day!

            Please setup a support user following the instructions posted below:

            Please let us know when the user has been set up so we can login and review your setup.
            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
              I've set up the support account. Thank you!

              Comment


              • #8
                Thank you.

                We have not yet received the notification from Salesforce for the user setup.

                Please make sure the email used for the user is: [email protected]
                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


                • #9
                  Good day!

                  As of 12:01 p.m. EST we have not yet received the notification. Would you please reset the password and request the email to be sent again.

                  Please make sure the email used for the user is: [email protected]
                  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


                  • #10
                    Okay - did it work this time?

                    Comment


                    • #11
                      Good day!

                      Yes- it worked.

                      You are still using version 6.x - do you want us to upgrade you to version 7.2000?

                      We have not yet started reviewing the account and just did a $0.50 transaction to review.
                      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


                      • #12
                        Good day again!

                        I just checked your connection and it stated that the password has expired.

                        The system can't connect to Salesforce. Would you please reset your password and let us know when updated.
                        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
                          THat worked. Why would a password expire? Weird.
                          So it wasn't anything I did - or was it?

                          And yes, we should update to the newest version.

                          Thank you!

                          Comment


                          • #14
                            Good day!

                            It seems like all is working. We just did a $0.30 transaction using a checkout page we created (you may want to delete it) and it posted to your instance. The issue you had was with the password.

                            The transaction was made using the Verify Account as the user and it posted to your C&P Temporary Contact as shown below:
                            Click image for larger version

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                            As requested we also upgraded your account - see below:

                            Click image for larger version

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                            If you are missing transactions in your Salesforce due to the password reset issue please let us know and we will push them to your instance.

                            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

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