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Additional configuration needed for NGO Connect? (original post deleted)

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  • Additional configuration needed for NGO Connect? (original post deleted)

    Hi Click & Pledge team,

    I don't know what happened to my original post about this, but I can't seem to find it. It must have gotten deleted from your system. I received a response from you, and I posted a reply to that. After posting my reply I could no longer find my original post. Here is the original link to the post: ​http://forums.clickandpledge.com/node/20403

    Anyway, my post had to do with issues I'm encountering with getting Click & Pledge to work with SF NGO Connect: "insufficient privileges" error when converting temporary contacts to actual contacts, opportunities not created per transaction, etc. You advised me to delete deprecated fields in my opportunities object, which I've already done, but I'm still having the same problems. Please advise.

    Thanks!

  • #2
    Good day @RCaustria,

    I apologize for my mistake. You had posted the same message twice and in deleting the duplicate I accidentally deleted the entire thread. Sorry about the mistake. As you are a new user, all your posts will be moderated until your reputation improves. Usually after 3-4 posts you will not be moderated. This measure is to ensure spammers do not blast the forum. Sorry again for the mistake. Our support was notified to contact you today.

    Our team is exploring this issue with NGO Connect and may have to contact Salesforce. NGO Connect is a managed package and one that we have no control over. We also have not worked or tested it before as do not have access to it. Our team will explore the issue and we will get back to 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


    • #3
      Good day!

      Would you please grant Salesforce Support access to your account. We need to submit a case with Salesforce to determine the root cause.

      Please let me know when they have access.
      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


      • #4
        No problem! I had already given you login access to our production environment a few days ago - I renewed it to another week (expires 11/27). Our organization​ID is 00D1a000000XsTC

        Comment


        • #5
          Thank you.

          Please make sure to grant Salesforce support access. Do they have access?
          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
            I also gave them support access for a week. Thanks

            Comment


            • #7
              I already gave SF support access to our instance

              Comment


              • #8
                Good day!

                Based on the join review the issue appears to be with the "Territory Management". Could you disable this feature and try?

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                Please let us know if this solves 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


                • #9
                  Thanks! I think we're on the right track, however, I'm still not able to create contact and transaction records. See attached picture for the error I'm getting.

                  Could this have something to do with how C&P fields map with NGO Connect fields? The opportunities records in NGO Connect need to have the donation amount posted in the "Giving Amount" field.

                  Curiously enough, when clicking "process," the account record gets created (which has the name as well as address info), but not the contact record.

                  Thanks again!

                  Comment


                  • #10
                    Good day!

                    & the saga continues...

                    The error appears to be a custom validation error. see below:

                    Step 1: Temporary Contact

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                    Error when settling:

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                    As is seen the required field is returning an error and it is a custom field validation rule. The following rules are in your instance:

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                    and this one:

                    Click image for larger version

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ID:	20578

                    I think this narrows down the issue even further.

                    Please review & let us 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


                    • #11
                      Thanks! I deactivated those validation rules you pointed out, and now I'm getting a different error message. See attached photo for the message.

                      I've extended your login access as well as Salesforce Support's login access for another week.

                      Thank you very much for everything you've done so far and I look forward to your input.

                      Comment


                      • #12
                        Good day!

                        Please see below:

                        Click image for larger version

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                        The Amount field has data when the transaction is being posted. The debug log is not showing all that is going on with the triggers but based on what we can see the Amount field is still there.

                        Sorry for slow response to the post - working with Salesforce support is not as fast as desired even though we have premiere support with 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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