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Recurring transaction suddenly not posting to salesforce

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  • #16
    Thank you. Our current version is 7.3006. Where do I update versions? I subscribed to the release notice forum, so thank you.

    I also attempted to push the donation to Salesforce, and it send me the following error message in my email: "Insert failed. First exception on row 0; firsterror: REQUIRED_FIELD_MISSING, Required fields are missing: [CnP_PaaS__Date_Established__c]:[CnP_PaaS__Date_Established__c]"

    It said the support team had been notified, but I updated all password information according to the forum posting you linked, so I'm not sure why it wouldn't be working. Any help you could give would be much appreciated.

    Thanks,

    Cliff

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    • #17
      Good day @Cliff:

      Please update to the latest release following instructions as given by Salesforce:

      https://appexchange.salesforce.com/r...20%26%20Pledge

      You need to update the API Class Library & the Payment application.

      If you wish for us to upgrade your instance please grant us access to your account and we will upgrade your applications to the latest release. To grant us access please follow the steps listed in this KB article: https://forums.clickandpledge.com/showthread.php?t=1065

      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


      • #18
        Hello again,

        The updated package, version 7.4019 was installed. I have attempted granting you access to our account so that you can update applications to the latest release, but the screen I have is different than the one referred to in the video link you sent me, which I assume is from an older version. View the attached screenshot and you'll see I don't have the option to grant you access. Click image for larger version

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        • #19
          Good day!

          Are you an administrator for your Salesforce instance?
          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


          • #20
            Yes, I am an administrator, which is why I was confused about the inability to grant access. Is this a different process with the newer editions?

            Comment


            • #21
              Good day @click.archey:

              Sorry for the delay in getting back to you. We had to research the issue you are having and figure out why you are seeing a different behavior. The new UI apparently is different. Please see if the following image helps:



              If the above works please grant 1 week access to our team so we can review your setting.
              Attached Files
              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


              • #22
                Hello,

                Thank you for sending this along. I have granted you 1 week of access, so you should have no problem getting in. Please let me know if you have any questions in the meantime.

                Thanks,

                Cliff

                Comment


                • #23
                  Hello,

                  I wanted to follow up on the recurring donation not posting to Salesforce. I was able to push the one-time donations from Click and Pledge to Salesforce from the ones missed last week, but am still not able to push James Amend's recurring transaction. Below is a screenshot with the transaction details and option I get when trying to push it. Thanks!

                  Click image for larger version

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                  • #24
                    Good day @Cliff.Archey:

                    Please be careful when you upload images to this forum. Uploading images that reveal your patrons full name and email is not a good idea when dealing with a public forum. It is always best to provide us with the Order number, first name, and last name initial and not their email or any other personal identifiable information. Thank you.

                    I reviewed our system and see that the Order Number: 1372965025256011 has posted successfully to your Salesforce. Have you searched for this Order Number in Salesforce? I want to see if you find it in C&P Data and if there are any errors. Please note that you cannot push the data if C&P Data already has the transaction and that is why you don't see it in the Administrative Portal.
                    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


                    • #25
                      Thank you for taking care of this, and thank you for giving me a heads up on the uploading of images. I will keep that in mind in the future. For this particular order number, the issue has been resolved. I will let the forum know if the issue arises again at the end of this month when his recurring donation processes again.

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