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  • Transactions not posting to Salesforce

    Our C&P transactions appear to have stopped passing though to Salesforce, leaving users without the custom receipt via Autoresponder. I confirmed that the transactions were successful in C&P and that they are not in Salesforce. Between the last transaction that posted to Salesforce and the first that didn't, I updated PaaS from the last version to the current version, but don't think that should have made a difference.

    So far, I confirmed that the Salesforce login information is correct in C&P. I then tried to post the missing data to Salesforce, but couldn't because the Send Receipt/detailed transactions screen didn't show that the post resulted in an error; as such, posting missing data to Salesforce was not an available option.

    None of the other forum threads on this topic lead me to anything other than checking the two things above. What are the next steps in getting C&P transaction data to resume posting to Salesforce?

  • #2
    After further review I have found two records that were halted on 5/10/2013 for an invalid login. I have pushed these two records through.

    Please follow the following instructions so we can go in and compare what is in your salesforce account to the information in the click and pledge account.

    Instructions: http://forums.clickandpledge.com/showthread.php?t=1065
    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
      I set up the CnPCheck account as directed.

      What does it mean that "records were halted for an invalid login"? Was it an issue at C&P, one of my settings, or something on the user side? Just curious, so I know whether I need to do anything different in the future.

      Comment


      • #4
        Good day!

        The invalid login means your Salesforce Login has failed. In the portal where you connect Salesforce to Click & Pledge the information needs to be correct so we can post to it. If the login is not correct we can't post anything.

        The error message simply says the credential provided cannot connect to Salesforce.

        Has your password / token expired?
        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
          I reset my token after seeing your message and tried a transaction, which passed successfully to Salesforce. However, no other subsequent transactions passed through to SF. I again verified my token and password today (Account Info-->3rd Party-->Salesforce), then tried another transaction; it worked. However, that makes twice in a few weeks that my valid token and password spontaneously stopped working for unexplained reasons without any notice. If I didn't send myself copies of all C&P **and** SF receipts -- and see that users were getting C&P receipts but not SF receipts, because the data wasn't getting to SF -- I wouldn't have any way to see this failure. (As an aside, I hope C&P can add an alert of dropped/failed SF connections in the future; if there already is one, please let me know how to set it.)

          I don't seem to have a way to transfer the transactions to Salesforce myself, since the Reports-->Send Receipt method won't apply. Can you send our transactions from 05/28/13 through 06/06/13, inclusive, to Salesforce? It's 17 transactions as of the time I am posting this. That will catch us up.

          I'm also curious if this might be related to the C&P Importer issue that Support recently worked on, given the overlapping timing.

          Comment


          • #6
            Good day @spetro,

            This issue has nothing to do with the importer. The importer is simply due to multi-line questions that you have and not supported by the importer. We have added additional check to the importer to account for multi-line questions in the next release due out later this month.

            Click & Pledge sends notices when it can't communicate with Salesforce. Error emails are sent to the UserID that is used for Salesforce connection. If a connection fails or any errors are generated we send a notice email to the email address set as the UserID.

            In our system we don't see any reports of failed transactions for your organization - account #: 19831

            To make sure that transactions are failing please verify C&P Data and see if the data is not already in there. There may be an error that has stopped processing of those transactions after the post. Check and search Salesforce for the Order Number from the receipt. Open the receipt and locate the order number then go to Salesforce and search for the order number. Do you see any of the missing order numbers?
            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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