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Some of our recurring transactions are not creating opportunities

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  • Some of our recurring transactions are not creating opportunities

    Like the title says, some of our recurring transactions are creating opportunities just fine with no problem, and some are not. When you go to a particular recurring detail, it lists two transactions and only one opportunity from the previous month. I believe we created that opportunity manually because we tried a bulk upload of recurring donations and the opportunities were not created then but we were assured that future transactions would create opportunities.

    Is there any way to fix this?

  • #2
    Good day!

    Have you reviewed the C&P Data for that transaction? do you see any errors?

    If you want we can review your account - simply grant us access and let us know of a case that we can review so we can see what is going on.
    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'm not sure what in the C&P Data I should be looking for so I'm granting you access. Our org ID is 00Di0000000gcJw

      It also appears that this problem also applies to some recurring transactions that had come through our online page, not just through the bulk uploader.

      Examples of today's transactions without opportunities:
      https://cnp-paas.na15.visual.force.com/apex/transactiondetail?Id=a0bi000000DBnSIAA1
      https://cnp-paas.na15.visual.force.c...000000DBfJUAA1

      And recurring transactions today that DID create opportunities:
      https://cnp-paas.na15.visual.force.c...000000DBpJyAAL
      https://cnp-paas.na15.visual.force.c...000000DBpKMAA1
      https://cnp-paas.na15.visual.force.c...000000DBpexAAD

      Comment


      • #4
        Good day!

        I searched the transactions you posted and located the C&P Data for them. Here is an example:



        You may see this in the C&P Data tab: https://na15.salesforce.com/a0N/o

        the following is the error reported for Jerome Z***
        Upsert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, kell01.CreateDefaultAllocation: execution of AfterInsert

        caused by: System.DmlException: Insert failed. First exception on row 0; first error: UNABLE_TO_LOCK_ROW, unable to obtain exclusive access to this record: []

        (kell01): []

        It seems like you have a trigger that has to create an allocation. Do you know if that is a custom trigger you have created?

        The failed transactions can be fixed but we need to first figure out the root cause of the issue as shown above.
        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
          Yes, our implementation partner created a custom trigger to create allocations for every donation, since I gather this was not automatically happening for Click & Pledge transactions.

          Comment


          • #6
            Good day @Maggie,

            You need to share the error and all the failed transactions with your partner so they know what is going on.

            Unfortunately we can't do anything about it since we don't know what the trigger should do. If you let us know who the partner is we can contact them.
            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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