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Sandbox Testing - Transactions but no Opportunities

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  • Sandbox Testing - Transactions but no Opportunities

    I have latest C&P packages installed
    I am using API forms (working good)
    In the C&P portal for my account I have my sandbox credentials in (looks good)
    I my Sandbox C&P Settings the Create Opportunity for all transactions check box checked
    In my sandbox the C&P Transactions are coming in (so far so good)
    No Opportunities are being created

    Any ideas?

  • #2
    Franklin,

    Have you checked C&P Settings > Opportunities? Is it checked to create an opportunity?

    Is the Contact / Account set to Fully Automatic or Semi Automatic? If contact is not yet created no transaction has been created and no opportunity.

    Let me know what those settings are.
    Regards,
    Click & Pledge Support Department

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    • #3
      Yes definitely have that checked. Fully automatic. It creates the C&P Transaction, it adds the contact, just no opportunity.

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      • #4
        Franklin,

        Do you see any errors in the C&P Data for those transactions?
        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
          AH! That's it! Field requirement on a trigger I am pretty sure it is ours. Thanks.

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