Year Up Salesforce Org ID 00D5000000071yL - orphaned Opportunities

[[email protected]]

Per C&P Office hours today, 12/8, Kam suggested posting this. Gave permission to access Org. Opps being created without Donor Contact for individual type Opportunities. See Contact ID 0035000001tLe0N & Oppty ID 0063800000Ztjnx.

[CnP.Support]

Good day!

We reviewed your instance and noticed that you have custom relationship at the Opportunity object. Donor Contact - is a lookup field from the Contact object.






see: https://yearup.my.salesforce.com/0063800000Ztjnx

we added the field to the layout.

[[email protected]]

Hi. Thank you for your reply. Please clarify what was added where. Donor Contact has been on the Opportunity object as a lookup to Contact for a long time and has been working in most instances until recently. Not sure why or what was added to correct the issue. Please provide a more detailed explanation.

[CnP.Support]

Good day!

The following code is what is causing the issue. In this trigger you are creating the Donor Contact before insert based on the C&P Order Number and Contact__c at opportunity.

 [COLOR=black][FONT=&quot]  //Added by Lalit for S-302948 END[/FONT][/COLOR]
[COLOR=black][FONT=&quot] for (Opportunity o : Trigger.new) { // Iterate over each sObject
    //Make account null for all CP transactions
    if (o.CnP_PaaS__CnP_OrderNumber__c != null){
         o.AccountId = null;
    }
     if ((o.CnP_PaaS__CnP_OrderNumber__c != null)&&(o.OpportunitySiteTriggerHasFired__c == false)&&(o.isOMD__c == true)){ 
        System.debug('=== OMD is:'+ o.isOMD__c); 
            /*List<Account> accounts = [select id,name from Account where Name in 
                ('MA Individuals','BAL Individuals', 'WA Individuals', 'SF Individuals', 'GA Individuals',
                'DC Individuals','Chicago Individuals', 'NY Individuals','RI Individuals','National Individuals')];*/ //commented by Lalit for S-302948
            //List<Contact> contacts_update = new List<Contact>();//commented by Lalit for S-302948
            String str = null;
            String user_alias = null;          
            /*List<CnP_PaaS__Custom_Question__c> customQuestions = [select CnP_PaaS__Custom_Question__c, CnP_PaaS__Answer__c 
                FROM CnP_PaaS__Custom_Question__c 
                where CnP_PaaS__C_P_Transaction__c = :o.CnP_PaaS__CnP_OrderNumber__c] ;*/ //Commented by Lalit for S-302948
            //Update Contact
            o.Payment_Contact__c = o.CnP_PaaS__Contact__c;
            o.Donor_Contact__c  = o.CnP_PaaS__Contact__c;
            //Unlink the op with the acct
           
            o.Restriction_picklist__c = 'Unrestricted'; 
    
            System.debug('Owner is ' + o.OwnerId);
            str = 'National Individuals';[/FONT][/COLOR][COLOR=black][FONT=&quot][/FONT][/COLOR]

Hope this helps with identifying the issue.

[CnP.Support]

Good day!

Just following up to make sure this issue has been addressed.

Let us know if we can be of more help.