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Connecting C&P Transactions as Opportunities in Salesforce

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  • Connecting C&P Transactions as Opportunities in Salesforce

    Hello -

    I put in a ticket with C&P, but the support team member who was helping me said he couldn't figure out the issue and directed me here.

    I need help connecting 6 transactions from July that were charged and show up as C&P Transactions but not as Opportunities. We pull our financial reports based on "opportunities" for the month, and since these transactions aren't populating opportunities on our donor's profiles in Salesforce they aren't showing up on our reports.

    I have all of the transaction numbers and donor names if anyone can assist me.

    Thanks!

  • #2
    Good day @bostrom,

    Sorry but the image you have provided is PNG and this forum does not show it in full scale. I only see a thumbnail. Would you please post this as a JPG so we can review?

    Would you please share the order numbers of the above transactions which you are referring to?

    Looking forward to hearing back from you.

    Thanks,
    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
      Allida Jamrack (C&P Transaction #: 1607181110422893970)
      Thanh Vu (C&P Transaction #: 1607291338217398688)
      Bea Ann Smith (C&P Transaction #: 1607261111284811800)
      Robert Seay (C&P Transaction #: 1607271305311937649)
      Joan Simpson Parks (C&P Transaction #: 1607221254512924805)
      Helen Murphy (C&P Transaction #: 1607271429077802602)
      Merlynn Wagner C&P Transaction #: 1607291333032573203)

      Comment


      • #4
        I apologize, looks like Allida's and Thanh's are connected now. The rest still aren't.

        Thanks!

        Comment


        • #5
          Good day @bostrom,

          We reviewed your instance and found that the reason for not creating opportunities for above order numbers because the trigger "segmentCode" you have on opportunity object is conflicting with our code and resulting below error:

          Upsert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, segmentCode: execution of BeforeInsert

          caused by: System.QueryException:
          select CnP_PaaS__DataXML__c,CnP_PaaS__Email__c,CnP_PaaS__ Contact__c
          ^
          ERROR at Row:1:Column:37
          invalid ID field: null

          Please note that, if there are any error in C&P Data then opportunity will NOT create. Please review the trigger you have and re-post the data from C&P Data in order fix 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

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