Error Report - Contact Id supplied in the Contact Id for Role field was invalid

[Jenny]

Hi,
We keep getting these error reports. I look through the forums and found another post that said it is one of our validation rules, but I have turned off all of our validation rules and we still keep getting the error report emails.
Any other ideas as to what is causing this?
Thank you,
Jenny

[CnP.Support]

Good day Jenny,

Sorry for the trouble you are having. Please follow the steps listed below so can review your account:

http://forums.clickandpledge.com/showthread.php?t=1065

Once we are able to login to your account we can determine what is going on. Please post back to this thread and let us know when the UserID is ready.

[Jenny]

Hi,
The user is set up

[CnP.Support]

Jenny,

We have not yet received the user set up email at: [email protected]

are you sure the email address for the user is set per instructions?

[Jenny]

Hi,
Sorry we already had a Click & Pledge account that got reactivated. Should I deactivate this and make a new one, or can I just reset the password?

[CnP.Support]

Hi Jenny,

We are standardizing on the user setup for account review. It will be helpful if you remove the old user and follow the instructions for the forum post that I sent.

Once we have that we can simply review your account and not worry about more details.

[Jenny]

Hi,
The new one is set up.

[Jamie]

What was the resolution for this?

I receive this error message below when trying to create a new contact from the Temporary Contacts list.

[CnP.Support]

Good day!

We need access to your instance to review your issue.

How to grant access: http://forums.clickandpledge.com/showthread.php?t=1065

Please make sure to post your organization name & the Salesforce Organization ID so we know how to locate your instance. As part of the process we will also upgrade you the latest instance of our applications. If you don't wish to be upgraded please let us know otherwise we will update your instance.

Once we have access we will let you know what is the reason for your validation rule. The validation is not a Click & Pledge rule but one from another app so we need to determine which of your validation rules is blocking us.

[Jamie]

Access Granted

SF Org ID: 00Do0000000J2Mz

Thank you!

[CnP.Support]

Good day @Jamie,

We have reviewed your account and see the problem is with NPSP.

We processed 3 temporary contact by disabling the Contact Role in NPSP as shown below:

Tabs > Household Settings



Tabs > Contact Settings



By disabling the Contact Roles we could process the Temporary Contacts.

The error being reported by NPSP when these are enabled deals with a validation rule that should not trigger. NPSP team says this can happen if the user does not have the right permission.

If you are in the Power of Us HUB you can see the following case: https://powerofus.force.com/_ui/core...D58000001lV1C7

I will keep you posted as to our finding. For now please note that we processed 2 temporary contacts as new contacts by disabling those settings. You may want to enable them.

Observations:

• In the Household Settings we disabled the "Enable Household Opportunity Contact Roles" and when we tried to enable it again we could not find the "Household Member" as the House Member Opportunity Contact Role. Have you deleted the "Household Member" as a contact role?
• C&P Settings > C&P Account: You had entered an incorrect Account GUID. We corrected it for you as the GUID should have been copied from the Click & Pledge portal > Account Info > API.
• As part of this review we have also upgraded your account to all the latest Click & Pledge releases as your instance was using old releases of all apps.

[Jamie]

Thank you for that detailed response.

Yes, I disabled the household member contact role. I know Salesforce is moving towards a households centric way of organizing contacts and affiliations - do you advise my SF practices in any direction?

So every new contact I process from a C&P transaction I will then have to assign a Contact Role? There's nothing wrong with this I just want to confirm.

Thanks again,
-Jamie

[CnP.Support]

Good day!

You may assign Contact Roles if you want through the C&P Settings but Click & Pledge does NOT require a contact role. If you wish to use it the C&P Settings offers a way to set contact roles based on items purchased via SKU's.

If you don't wish to use Contact Roles then don't worry about it.

As for giving you "advise" for SF practices, it is quite impossible to offer suggestions or advise on such matters without having full knowledge of your organization's needs or requirements. I strongly recommend brainstorming in the HUB as others may be able to offer different insights.

Hope that has answered your question.

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