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Year Up Salesforce Org ID 00D5000000071yL - orphaned Opportunities

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  • Year Up Salesforce Org ID 00D5000000071yL - orphaned Opportunities

    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.

  • #2
    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.



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

    we added the field to the layout.


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    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
      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.

      Comment


      • #4
        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.

        Code:
           //Added by Lalit for S-302948 END
         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';
        Hope this helps with identifying 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


        • #5
          Good day!

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

          Let us know if we can be of more help.
          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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