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Temporary Contact Error - Process Batch failed to process

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  • CnP.Support
    replied
    Good day Savannah RK

    The information you are looking for is ONLY available for clients that have multiple accounts. If you have multiple accounts you may set one of them up with direct connection and the rest as shared connection. Clients with only 1 account will not see the option as the connection will be set by default as direct connection.

    Reference: http://manual.clickandpledge.com/Sal...rce_Connection

    Hope that helps.

    Please let us know if we can be of more assistance.

    Leave a comment:


  • Savannah RK
    replied
    My click and pledge portal does not have the Connection Type - "Direct to Salesforce" pull down -
    HERE IS WHAT I HAVE - IT DOES NOT LOOK LIKE THE STEP BY STEP INSTRUCTIONS YOU HAVE A LINK TO.

    Please enter your salesforce account information


    Account TypeProduction Sandbox

    Login URL Salesforce login URL is the complete address of your Salesforce account.
    Example: https://na15.salesforce.com or https://xyz.my.salesforce.com where xyz is the custom domain name.


    Salesforce.com Organization ID In Salesforce > Setup > Administration Setup > Company Profile > Company Information > Salesforce.com Organizaiton ID

    Connected



    IS THERE ANYTHING ELSE I NEED TO DO?

    MARY

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @Savannah RK,

    We have upgraded your Salesforce instance to latest versions of C&P. It is ABSOLUTELY IMPORTANT that you re-establish connection between Click & Pledge and Salesforce. With this update C&P Accounts no longer are needed to be added to Salesforce as the connection will automatically add the required information to Salesforce. It is extremely important that you login to the portal & re-establish connection. To establish connection please see the following KB article: http://help.clickandpledge.com/custo...rticles/803669

    Release notes:
    API Class Library 4.3000: http://cnp.mn/1S5jL0v
    Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

    PaaS 9.5011: http://cnp.mn/2a9a0SH
    ​Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

    Event 4.3007: http://cnp.mn/2a9bQDh
    ​Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

    We will get back to you once we have an update from Salesforce support regarding the above issue.

    Thanks,

    Leave a comment:


  • Savannah RK
    replied
    Yes please upgrade to the latest version of your apps. (Thought I had... sorry)

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @Savannah RK,

    It is related to the batch process of temp contacts. Since those all temp contacts are in batch process in the backend it won't appear in the C&P Temporary Contacts tab. We are working with Salesforce support to find out the resolution for above issue. You do NO need to process those temp contact manually, once we found resolution those all will process automatically.

    However, our developers would like to upgrade your instance with latest versions of our apps. Shall we upgrade you to latest release of PaaS and Events?

    Looking forward to hearing back from you.

    Thanks,
    Last edited by CnP.Support; 08-08-2016, 10:31 AM.

    Leave a comment:


  • Savannah RK
    replied
    I Granted access to both Click and Pledge and Salesforce for one month.

    Here is another weird Temporary Contact anomaly:

    When SOME of the Temporary Contacts are processed they do not seem to be fully processed.

    - Go to C&P Temporary Contacts tab - there are none displayed to be processed
    - Go to C&P Event Management
    - Go into the Event: 16Gatorfest
    - Go to the Registrations
    - search in the Registrants for: Diana Stillwagon
    Everything seems to be ok
    - search in the Registered Attendees for: Diana Stillwagon - you will have a Check Temp Contact

    - Click on the Check Temp Contact - A Temporary Contact form will appear that can be processed - Do not process but back out
    - If you back out of the form without processing it - then go back to the Temporary Contact tab - Diane Stillwagon will now appear.

    Here are a few other names (there are many more - choose to see 500 Attendees and scroll down - there are many Check Temp Contact instead of the attendee's contact name.
    Gail Anthony
    George Hall
    J Michael Wainscott


    - The attendees that have a Level Name that starts with "TRI" where processed through the Box Office
    - The attendees without "Tri" in the Level Name were processed through the online registration form - using a credit card.


    At least 90% of the Attendees were processed using the new Temporary Contact process (which is faster) - I did go in and reprocess some of the Attendee "Check Temp Contact" - but not all of the Attendee Contacts that have processed ok.

    Hope this helps, Mary

    Leave a comment:


  • Savannah RK
    replied
    I granted access to both Click and Pledge and Salesforce for one month.

    Here is another weird Temporary Contact:

    When SOME of the Temporary Contacts are processed they do not seem to be fully processed.

    - Go to C&P Temporary Contacts - there are none displayed
    - Go to C&P Event Management
    - Go into the Event: 16Gatorfest
    - Go to the Registrations - key in for the Attendees: Diana Stillwagon

    - A Temporary Contact form will appear that can be processed
    - If you back out of the form without processing it - then go back to the Temporary Contact tab - Diane Stillwagon will now appear.

    Here are a few other names (there are many more - choose to see 500 Attendees and scroll down - there are many Check Temp Contact instead of the attendee's name.
    Gail Anthony
    George Hall
    J Michael Wainscott


    All these attendees where processed through the online registration form - using a credit card.

    - The attendees that have a Level Name that starts with "TRI" where processed through the Box Office and have not had this problem.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day Good day Savannah RK,

    We are waiting for you to grant access to Salesforce.com Support so that we both can work together find out the resolution.

    Looking forward to hearing back from you.

    Thanks,

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day Savannah RK,

    The access which you have granted to Salesforce.com Support has been expired. Would you please also extend the access for a month for Salesforce.com Support?

    Looking forward to hearing back from you.

    Thanks,

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day Savannah RK,

    Thanks for granting access to Salesforce.com Support. We raised a case at Salesforce support and will get back to you once we have an update.

    Thanks,

    Leave a comment:


  • Savannah RK
    replied
    I gave access on Friday until 8/5 - I responded to the email sent.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day Savannah RK,

    Please grant login access to Salesforce.com Support. We need to work with Salesforce support to find out the resolution for above error.

    Looking forward to hearing back from you.

    Thanks,

    Leave a comment:


  • CnP.Support
    replied
    Good day Savannah RK

    We do not have access to your account. Please see below:

    Click image for larger version

Name:	2016-07-29_10-11-54.jpg
Views:	25
Size:	90.8 KB
ID:	25506

    Please grant "Click & Pledge Support" access (as shown below) so we can review your instance.

    Click image for larger version

Name:	ClickandPledge-Support-Salesforce-Access.jpg
Views:	24
Size:	120.6 KB
ID:	25507

    Leave a comment:


  • Savannah RK
    replied


    My C&P number is: 22109 (Click & Pledge has been granted access till 8/2)
    My Salesforce is: 00D1a000000YOK6

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Please grant "Click & Pledge Support" access to your account so we can review it.

    Leave a comment:

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