Announcement

Collapse

Information Needed

See more
See less

Temporary Contacts Processing

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Temporary Contacts Processing

    I can't process Temporary Contacts. Please review Permissions- User: Michael Caruso

    Salesforce.com Organization ID00D1a000000ZcBb

    *Also, when you install update (per webinar host-sorry I forgot his name) can you update page layouts for Admins only, if possible, and not change default page layouts? Only Admins have access to C&P.

    Thanks!
    Last edited by michaelc; 01-05-2016, 05:24 PM.

  • #2
    Good day @MichaelC,

    We have reviewed your instance and identified the issue. You are using the Territory Management feature of Salesforce and at this time we are not supporting this feature. We have been working with Salesforce support to identify the permission issue with that feature.

    Please see:

    Click image for larger version

Name:	TerritoryManagement.jpg
Views:	37
Size:	75.7 KB
ID:	21296

    Please disable the Territory Management and it will work. We will come up with an update once we can find a solution for this issue.

    Let us know if we can be of more 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/0F980000000CjpC

    Comment


    • #3
      So you're telling me that I can't bring my temporary contacts from C&P into Salesforce unless I turn off Territory Management? Not a good solution. Territory Management is a key structure in SF for our organization. Is there any work around? I spent a lot of time installing/learning this program and would hate to have to uninstall it becasue of this glitch.

      Thanks.

      Mike C

      Comment


      • #4
        Good day!

        Salesforce support does not have a solution at this time & we have been working with them to figure out the permission problem.

        At this time Territory Management is not supported. Sorry for the inconvenience but with Salesforce's new update this feature breaks and they are investigating the issue. We have had an open case with them for over 3 months and been constantly working with them. The issue surfaced after the latest release of Salesforce and outside our control at this time until we can determine the permission problem.
        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
          So to reiterate, My Temp Contacts will remain Temp and I can't move them into SF as permanent records? This totally defeats the entire purpose for using C&P. (I know it's not your fault) Can you guys think of a work around- even a manual temporary one- so I can move these records into SF? I have 6 active events currently in registration process. Thanks.

          Comment


          • #6
            Good day!

            The Fully Automatic version of contact matching will work. Also in the Temp if you choose New Contact it will work. The merge function has permission error.

            You can do one thing -- disable the territory management > process the temp > enable the territory management

            so you have 3 options.

            I am again sorry but we are completely at a loss here and based on all discussions going back and forth, Salesforce is also not sure why this is happening. We are actively working on this.

            Hope the interim solution works for 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


            • #7
              Thanks for the work-arounds. Hopefully, SF will fix the issue soon.

              Comment


              • #8
                I'm still having trouble. I set the account configuration Match Mode to Fully Automatic. I also set up a Parent Account so automatic records can be reviewed and reassigned. (Image 1) When I co back to the Registrations and choose a Temp record and try to process into Salesforce I select New Contact and I still receive the system error. See attached images. I really need to get these records in. We looked at temporarily shutting of Territories- but my SF Consultant said this would create problems and not a recommended solution. Any other ideas?
                Attached Files

                Comment


                • #9
                  Good day!

                  Fully automatic can help you for moving forward and not the existing Temps.

                  At this time the only solution is to disable Territory Management and process the temps then enable it. Sorry but at this time we do not have any other solutions.
                  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

                  Working...
                  X