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Cannot repost a recurring gift from Connect to Salesforce

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  • Cannot repost a recurring gift from Connect to Salesforce

    Hi,

    I keep getting this error message and cannot repost a recurring gift to Salesforce.

    Update failed. First exception on row 0 with id 003A000000wm8GtIAI; first error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, invalid record type: []

    When we got this message first, the SF Connection was through one of our users, so I restablished the connection as Admin and it usually works, but this time, it didn't. Thank you in advance for lookin ginto this.

  • #2
    Good day @[email protected]

    Would you please share the order number which you are trying to post from Connect?
    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
      Thank you, it is
      1610810265888414792808.

      Org ID is 00DA0000000BtjC. I just granted a week of access. Thank you!

      Comment


      • #4
        Good day @[email protected]

        We reviewed your instance and found that the issue is with the record type. You have inactivated the C&P Online record type which has been used previously in C&P Settings but you didn't updated the C&P Settings.

        Please login to your instance >> C&P Settings >> Contacts & Accounts >> Record Types > here select the record type you would like to assign and update the settings.

        Once you update the settings, re-post the data for above order number.

        Hope that helps. Please check and let us know if we can be of any further 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


        • #5
          Thank you very much for working on this. I re-posted the order from Connect, but I still got the same message and I don't see it as an opportunity in Salesforce. And I, as an admin, have read/wright privilege over this account/contact and the OAuth connection is through my user account, so I am really confused. What do you think I am missing here?

          Comment


          • #6
            Good [email protected]<b><a href="https://forums.click...al.org</a></b>

            Have you followed the instructions specified in my last post? Please update the Record Type under C&P Settings >> Contacts & Accounts >> Record Types and then re-post the data.

            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


            • #7
              Yes, I did follow your instructions and then reposted the gift, but the issue persisted. Please let me know what else I can do. Thank you!

              Comment


              • #8
                Good day @[email protected]

                We reviewed your instance and noticed that you have not update the settings. Please see the below image, the condition is "If WID is" and there is NO Campaign assigned. In this case it won't update the settings.

                Click image for larger version

Name:	WID with NO Campaign.jpg
Views:	59
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ID:	27863

                Please update the settings 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


                • #9
                  Thank you for checking this. I set it to Any WID and it worked! Thanks!

                  Also, could I ask you to upgrade Paas Class Library? As you see in the image, our version is not the latest. And also, please do NOT turn on the self-healing feature. Thank you so much!

                  Click image for larger version

Name:	pass class library.png
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Size:	10.6 KB
ID:	27895

                  Comment


                  • #10
                    Good day @[email protected]

                    Per your request we have upgraded your instance with Click & Pledge PaaS Class Library Ver#4.4000

                    Release Notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

                    Let us know if we can be of any further 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


                    • #11
                      Thank you very much!

                      Comment

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