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Push to Salesforce option not displaying for some transactions

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  • Push to Salesforce option not displaying for some transactions

    We need to re-send a donation to Salesforce but the "Send to Salesforce" button is not showing up for this donation when we search for the donation under Account Info --> Reports --> Send Receipt. Does that button only show up for certain donations and not others?
    The reason we need to re-send it is because we got an error that the Opportunity record couldn't be created (error: UNABLE_TO_LOCK_ROW, unable to obtain exclusive access to this record). The C&P Transaction record was created, but the Opportunity was not, and it seems a C&P Data record also was not. This has happened for 3 transactions.

    We tried deleting the C&P Transaction record, but that had no effect when we went back into the "Send Receipt" section of Reports and found the transaction by order #. We subsequently restored the transaction record from the recycle bin.

    If we can't use that Push to Salesforce feature for these records, which have already been pushed to salesforce but failed, is there another way to get these donations into Salesforce?

  • #2
    Good day @Chris,

    Once a transaction posts to Salesforce our system considers the transaction successful and will not offer to post again. This was designed to make sure duplicates are not posted to Salesforce since that will generate other errors.

    Let us figure out a way to allow a forced push to Salesforce.

    May I ask what the transaction number is for these 3 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

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    • #3
      Cool, thanks. Here are the order #s
      1401081219415799885
      1312271658562907036
      1312271652279432212

      Comment


      • #4
        Good day!

        We just pushed 1401081219415799885 into your Salesforce account.

        Would you please review and make sure it is OK before we move forward.
        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
          It worked! Thanks! Can you do the others?

          Comment


          • #6
            Good day!

            We just finished releasing the update to all servers. The new admin allows you to post any transaction to Salesforce regardless of it having been posted or not.

            Please try it and let us know if it 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

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