Transaction Didn't Post To SalesForce

[Neely]

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

[CnP.Support]

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.



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



Please let me know what you find out.

[Neely]

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.



Thanks,
Neely

[Neely]

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

[CnP.Support]

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.

[Neely]

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....>

[CnP.Support]

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.

[Neely]

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

[CnP.Support]

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.

[Neely]

Hi, I just opened at Support Ticket in which I added login information. Thank you!

[CnP.Support]

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

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.

[Neely]

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

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.

[CnP.Support]

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.

[Neely]

No, I tried it and did not work. I tried it twice.

[CnP.Support]

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.