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  • Salesforce integration working intermittently

    Hello,
    ​​​​​​​I created a new form and have set it up as a Test mode. The C&P integration to Salesforce is setup for the Sandbox instance.

    When I test the form, the C&P transaction works, but the transaction does not get posted to the SalesForce Sandbox instance. If I delete the form and create a new one, the transaction is posted once, but it doesnt post subsequently. Any ideas why?


  • #2
    Good day @girishbhatia
    Would you please grant us login access to your Sandbox instance so that we can login and review?

    While reviewing your account we noticed that all of your Sandbox instances are at outdated versions of C&P apps which we don't support anymore.

    Click image for larger version

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    Would you like us to upgrade your Sandbox instance to latest versions of C&P apps?

    Looking forward to hearing back from 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


    • #3
      Good day @girishbhatia

      Please note that as a new user all your messages need to be reviewed. When you post a message the system states that the moderator has been notified.

      Once we approve 3 or 4 messages you will be able to post without moderation.

      Since you have 3 Sandbox instances, would you please share the Ord ID of Sandbox in which you would like us to upgrade?

      Looking forward to hearing back from 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


      • #4
        The org ID is 00D8A0000008yfU.

        Thanks,
        Girish

        Comment


        • #5
          Good day @girishbhatia

          We try to login but we don't have access to above org ID. Would you please grant us access and let us know so that we can proceed to upgrade?

          Looking forward to hearing back from 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


          • #6
            I have granted you access. Please try now and let me know.

            Comment


            • #7
              Good day @girishbhatia

              Sorry but still we don't have access to your Sandbox instance:

              Click image for larger version

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              Looking forward to hearing back from 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


              • #8
                My screen shows that the Salesforce.com Support account has access until 10/2, per the instructions in the pinned post above. I have granted access to the Click & Pledge Support account. Let me know if this works.


                Click image for larger version

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                Attached Files

                Comment


                • #9
                  Good day girishbhatia

                  I just checked and we now have access to your account.

                  We will update you once we have finished the task.
                  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
                    Good day @girishbhatia

                    We have upgraded your Sandbox instance with latest versions of our apps.

                    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

                    Please note that, since this is Sandbox instance, while integrating select Sandbox in Account Type:
                    Click image for larger version

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                    Please check and let us know if you find any issues.
                    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


                    • #11
                      Thank you. Can you let me know if we can have two simultaneous active connections in the C&P portal to the SF instances - one to the Sandbox and one to the Production instance? Since we already have the Production instance going, and want to test changes in the Sandbox, if I change the settings in the Portal to Sandbox, will it only post to the Sandbox instance, or will transactions from the Production instance post to Production?

                      Comment


                      • #12
                        Good day @girishbhatia

                        If Connection Type is set to Production then the transaction will post to Production ONLY and vice versa. Please note that "Sf Connection" in the portal is to integrate with Salesforce instance to post all your data whereas Sf eVT is to connect the Embedded Virtual Terminal (eVT) in Salesforce. Both are different so, the answer is NO you can't connect both at a time.

                        Hope that helps.
                        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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