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  • Transaction Didn't Post To SalesForce

    Hi CnP Support,

    I have been entering transactions via the Virtual Terminal. All posted to Salesforce, except this one:
    Order # 1307031039159497753

    Acct# 19842

    The receipt printed and I got a positive posting result message screen after submitting the transaction via Virtual Terminal, however, I can't find it in Salesforce.

    I followed directions to push the transaction to Salesforce from a similar thread (
    http://forums.clickandpledge.com/showthread.php?t=1172&page=3) only to find that it won't work because the transaction was successful.

    Can you help me get the transaction into Salesforce?

    Thanks,
    Neely

  • #2
    Neely,

    Have you searched C&P Data for this order number?

    We show that the transaction has already posted to Salesforce and the response shows "Success". This tells me that the transaction should be in the C&P Data.

    Click image for larger version

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    If you find the Order Number then open the C&P Data and see if the Status is OK as shown below:

    Click image for larger version

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    Please let me 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


    • #3
      Yes, I did search for it. I'll do it again.......Just searched and nothing came up. Please see attached .png I know that it should be there, but I can't find it.

      Click image for larger version

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      Thanks,
      Neely

      Comment


      • #4
        Wait! I found it

        It has this message: "Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Please select a Preferred Phone: [npe01__PreferredPhone__c]" and the Status ID = 0
        Last edited by Neely; 07-03-2013, 11:37 AM.

        Comment


        • #5
          Neely,

          Great.. that explains it.

          The error is telling you exactly what is going on and I am hoping you see the issue.

          You have a mandatory phone field that has to be filled but apparently the payment has come in without a phone.

          The transaction has posted successfully but Salesforce application has not been able to process it since Salesforce validation has returned error. You need to resolve the validation issue.

          Once the issue has been resolved go back to the C&P Data and click on EDIT and SAVE it again. Once saved the system will run the trigger again and if it works you will not see the ERROR message.

          Hope that makes sense.

          Let us know if you manage to resolve the issue.
          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


          • #6
            Ok, I think I know what to do. I need to edit the CnP xml file with a "preferred phone number" after I find the line it should go in, then just save it and it should do the rest. Correct?

            Ok, that's incorrect...as I don't see a "preferred phone number" line in the xml file, so I'm guessing I need to edit the actual contact.....or make one if it doesn't exist....then save the CnP data file.....

            <this is actually kind of fun....like Rubik's cube.....but only because I have time...crazy I know....>
            Last edited by Neely; 07-03-2013, 11:55 AM.

            Comment


            • #7
              Neely,

              The answer is YES and NO at the same time.

              YES: You may edit the XML and save it and it will work for THIS CASE
              NO: Future transactions without phone will also fail

              The best solution is to remove your validation for the phone.
              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


              • #8
                Ok, I don't know where to look for the validation for the phone. Thanks

                Comment


                • #9
                  Neely,

                  If you wish we can login to your account and remove the validation rule. For us to login we need access so please grant us access to your account and we will resolve the validation. The validation rule is something you must have set since it is not a default setting and definitely not something we set or can possibly set.

                  Let us know how we can be of any help.
                  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
                    Hi, I just opened at Support Ticket in which I added login information. Thank you!

                    Comment


                    • #11
                      Neely,

                      We have removed the validations as you requested. You had 2 validations, one for phone and one for email and both were removed.

                      The following summarizes the steps we took and how you may do it in the future if you need to.


                      Click to enlarge
                      Click image for larger version

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                      1. Click on your name in the top right corner and then setup.
                      2. On the left hand side you will see App Setup, click the arrow to expand Customize.
                      3. Click the arrow to expand Contacts.
                      4. Click on Validation Rules.
                      5. Click on edit for the validation rule you want to set to active or deactive.
                      6. Click on the active checkbox and hit save on the top of the page.


                      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


                      • #12
                        Thanks! As always CnP Support is GREAT! Thanks for showing me how I can do it myself next time. Now, how do I get the transaction to show in the database?

                        Have a Happy Fourth of July!

                        Best,
                        Neely



                        Originally posted by Support.Department View Post
                        Neely,

                        We have removed the validations as you requested. You had 2 validations, one for phone and one for email and both were removed.

                        The following summarizes the steps we took and how you may do it in the future if you need to.


                        Click to enlarge
                        [ATTACH=CONFIG]761[/ATTACH]

                        1. Click on your name in the top right corner and then setup.
                        2. On the left hand side you will see App Setup, click the arrow to expand Customize.
                        3. Click the arrow to expand Contacts.
                        4. Click on Validation Rules.
                        5. Click on edit for the validation rule you want to set to active or deactive.
                        6. Click on the active checkbox and hit save on the top of the page.


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

                        Comment


                        • #13
                          Neely,

                          Please follow the steps summarized below:
                          1. Click on C&P Data
                          2. Locate the transaction that had the problem
                          3. Click on Edit
                          4. Click on Save

                          Since the transaction has not been processed it should save and return a StatusID of 1 (Success).

                          Let me know if this works for you.
                          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


                          • #14
                            No, I tried it and did not work. I tried it twice.

                            Comment


                            • #15
                              Neely,

                              I did research on this issue and realized my comment to you is no longer supported. We have changed the behavior of this action due to the new features we have added.

                              The following will resolve your issue:
                              1. Click on C&P Data
                              2. Locate the data file & Edit the item
                              3. Click on the Clone button
                              4. Save
                              5. Check the status and if it is OK delete the previous C&P Data file

                              We used to have a trigger on UPDATE which we no longer do so the old method I suggested will not work. The trigger is now on INSERT so you have to Clone it first before it runs the trigger.

                              Let me know how it goes.
                              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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