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Year Up Salesforce Org ID 00D5000000071yL - orphaned Opportunities

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  • CnP.Support
    replied
    Good day!

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

    Let us know if we can be of more help.

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • jtanzman@yearup.org
    replied
    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.

    Leave a comment:


  • CnP.Support
    replied
    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.



    Click image for larger version

Name:	Contact.jpg
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Size:	14.2 KB
ID:	20859


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

    we added the field to the layout.


    Click image for larger version

Name:	Opportunity.jpg
Views:	9
Size:	23.0 KB
ID:	20860

    Leave a comment:


  • 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.
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