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users receiving error when processing temporary contacts

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  • users receiving error when processing temporary contacts

    I have two users with the same profile ("Development User") who process temporary contacts. Beginning last Friday (5/13) they have not been able to process temporary contacts properly because they have received the attached error. The opportunity is created, but no contact is created. At first this was happening only on event-related opportunities ($0 opptys coming from event RSVPs) but now it is also happening to regular opportunities. The users are Annie Laquidara and Francilia Jones. I have granted C&P login access. Please let me know if there's any other information you need from me.

  • #2
    Good day!

    Please grant us login access & the Salesforce Org ID so we can review the permission.

    The issue you are experiencing is related to permissions having been set different to a parent object that is not passed on to the child object. When trying to create an event attendee the permission is not set right and Salesforce returns an error.

    Once we know the details and login access we will be able to review the permissions and resolve the issue.
    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      Hi there, our org ID is 00D5000000071yL.

      Comment


      • #4
        Good day!

        In reviewing your instance we noticed that you have upgraded to NPSP 3 and still have the deprecated fields as discussed in the following KB article.

        Please see: http://help.clickandpledge.com/custo...recated-fields

        In the presence of these deprecated fields NPSP will generate error when trying to create contact through our Temporary Contact feature. As part of the review we deleted these fields as well as a few deprecated tabs which were part of our old releases.

        To test the issue we need to have access through one of the users that has the issue. Please login as a user with the issue and through that user grant us login access. This will let us login as the user and test the Temporary Contact and review the object that has the permission issue.

        Please let us know when we have access and the user in question.
        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
          I just had the user (Francilia) test and she is receiving the same error. She has now granted C&P login access, but when we logged in as these users we did not see the same errors as they saw when logged in on their own,

          Comment


          • #6
            Good day!

            We need to mimic the error and we need to ask for one more thing. Sorry but we are a bit limited by what Salesforce does with grant access.

            Is it possible for you to change the email address of the affected user to: [email protected]

            We need to login as this person and while having access review the permissions and test. Changing the email allows us to login and verify the login if prompted. Salesforce will send the verification to the [email protected] email allowing us to verify and login with the same environment.

            As it is clear and you have also indicated it is a permission issue with an interim object and once we duplicate it we can resolve it.
            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
              I can change the username at 12:30 - the user is leaving the office then. I will let you know when it's done!

              Comment


              • #8
                Hi,

                I just updated the user email as requested. Please keep me updated and let me know when I can change it back. Thank you!

                Comment


                • #9
                  Good day!

                  Sorry to be coming back with more issues. Is it possible to change the answer to "Blacksburg" so we can move forward.

                  Click image for larger version

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                  thank 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


                  • #10
                    Please try a different user, Annie Laquidara. Francilia is gone for the day. I just changed the email address on Annie's user account to [email protected]. She is in the office until 4:30 so will be available if there are any security questions. Also, I would prefer if someone would call me regarding security questions and login issues as this forum is public. I can be reached at (857) 702-0164. Thank you.

                    Comment


                    • #11
                      Please provide me with an update on this issue ASAP, thank you!

                      Comment


                      • #12
                        Good day!

                        We were going to ask you the same information. We did not hear back from you regarding the change of email. We checked at 4:30 p.m. ET and this morning, in case you are in a different time zone & we still do not have access. Please see:

                        Click image for larger version

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                        We asked that you change the email to our email so we can check but the email has not changed.

                        Please let us know when we have access so we can move forward.
                        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


                        • #13
                          I changed the email address for both of the users you requested. When the email changed (yesterday afternoon), I assumed that you received a verification to that email address - the email won't officially change in the system until you verify. I would really prefer to discuss this on the phone rather than in this forum with long lag time between messages. I can be reached at (857) 702-0164.

                          This issue is urgent as we have donations we have not been able to process.

                          Comment


                          • #14
                            Good day!

                            This is not something we can possibly address over the phone. We need to have access to the account and test it.

                            Even if you set up an account with our premiere support they have to ask developers to review your custom permissions and our developers do not work directly with clients and support. We have not received any emails to [email protected] regarding this change. Please change it again and we keep an eye on the notice. As of this moment we have no way of checking.
                            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


                            • #15
                              This is a screenshot from my setup audit trail. I changed Annie's email as you requested yesterday. I will change it again right now.

                              Comment

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