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  • #16
    Hi there, Thanks for pointing that out. I've added in a criteria to exclude any Opps where the Lead Source is Click & Pledge, but for some reason when I try to set the Lead Source in the Opportunity Settings, the new value (Click & Pledge) is not showing up. How can I refresh that list?

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    • #17
      Hi, I've temporarily de-activated that validation rule and re-tested, and it is still not creating an Opportunity. it is also deleting the C&P Data record and the C&P Temporary Contact record. Can you please take a look and see what is going on? Feel free to create some test records as well. Thanks

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      • #18
        Good day ProjectMorry

        The issue you had was with the Record Types that was not assigned to the Lead Source. Since we could not modify what you had already created, we created a new lead source and deleted yours. Now the lead source shows as expected.

        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

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        • #19
          Good day ProjectMorry

          Sorry I missed the second part of the question.

          Please post the order number so we can review this. It always helps if you provide as much information when posting a question so we can help in a timely manner, else we have to wait for more information. Any questions regarding an error or a transaction is best to include the respective order number.

          Thank you and we wait to hear 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

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          • #20
            Sure, the order # is:
            1610171305373621111

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            • #21
              And thank you for fixing the Lead Source issue!

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              • #22
                Hi, I just wanted to follow up - can you please takea look at what's going on with this order:
                1610171305373621111

                Comment


                • #23
                  Good day @ProjectMorry

                  We reviewed your instance and noticed that the order number which you are referring to is in C&P Temporary Contacts to review and process from there. Would you please let us know if you would like to process it as NEW contact OR to Attach to existing contact?

                  Click image for larger version

Name:	Temp Contact.jpg
Views:	7
Size:	192.9 KB
ID:	28026

                  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


                  • #24
                    Hi, You can merge it with that AdriannaTEST record (you can also merge the other "Potential Matches" into that same record). I keep trying and it's not creating the opportunity.

                    Comment


                    • #25
                      Good day @ProjectMorry

                      We reviewed your instance and noticed that you have workflow on opportunity object which is causing the issue:

                      Click image for larger version

Name:	Workflow on Opportunity.jpg
Views:	7
Size:	111.7 KB
ID:	28082

                      Please deactivate the above workflow and try to process the C&P Temp contacts and let us know if you find and 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


                      • #26
                        Ok I've de-activated and now it seems the Opp is being created properly. I now have another issue when I try to process one of the temporary contacts, it is not even giving me the option to create a new contact, it's forcing me to merge with a contact that has the same First and Last Name, but a different email address. The order ID is 1610141219274201111, it is the only temporary contact in the system currently. Please let me know what the issue is. Thanks!

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                        • #27
                          Good day @ProjectMorry

                          Would you please check now and try to process it from Temp contact.
                          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


                          • #28
                            That seems to have worked. I'll do some more testing to make sure there are no more hiccups. Thanks!

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