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For some reason, one of my donations made through our C&P donation pg on our website showed up as stage "closed won" in SF and it will not roll up into the YTD giving, however other donations made in same method have stage show as "donation received" and they roll up. The opportunity page will not let me change the stage - only option is "closed won" and it is grayed out. Any suggestions?
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Good day!
Sorry for the trouble.
May we have access to your account so we can review.
How to grant access: http://forums.clickandpledge.com/showthread.php?t=1065
Please make sure to post your organization name & the Salesforce Organization ID so we know how to locate your 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/
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My org id is 00DA0000000Zunn, JoyRide Center, Inc. thanks!Comment
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Thank you for your reply.
Please post the order number of the transaction you are having issue with.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/0F980000000CjpCComment
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Good day!
It appears that there is a permission issue but we can't determine where it is happening. To further investigate we need the following:- Please grant login access to Salesforce support. We need to submit a support ticket so they can enable the debug feature for your account.
- We need your permission to post test transactions to your account.
We have seen the behavior that we see in your account when a process or workflow changes the permission. Once we can have the debug enabled and do a transaction we can determine what workflow is causing this.
Please let us know if you wish to proceed so we can plan accordingly.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/0F980000000CjpCComment
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I have granted SF support login access and you have my permission to post test transactions to my account. Please proceed. Thanks!Comment
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Good day!
We contacted the Salesforce support and had the debugging enabled for your account for 15 days. A test transaction showed what is going on and we fixed your instance.
The Sales Process was not set to have the right values. We added the 2 stages that were missing as shown below:
A test transaction showed the correct stage: https://na10.salesforce.com/006F000000UXYOQIA5
& the C&P Transaction: https://cnp-paas.na10.visual.force.com/apex/transactiondetail?Id=a1aF0000001PrLsIAK
Please test it and 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/0F980000000CjpCComment
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Thank you so much! That did it!Comment
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