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  • Saleforce Update Errors

    Hello,

    My Salesforce org ID is 00Di0000000aYw3. I've granted access login access for one week.

    I've been receiving Salesforce Update Errors from Click & Pledge, and when I go into Connect to look at the transaction it shows "Error" in the Salesforce column. However, most of those did actually in Salesforce and there is not an error that I can identify. Order number 1611201516132855784 is a good example of this -- the opportunity was created in Salesforce and it has the transaction details but Connect shows the Salesforce connection as "Error".

    Are these actual errors that I'm missing? They don't look like it to me but if they are I'd like to know what they are and how to fix it so they stop happening?

    Thank you.

    Elizabeth

  • #2
    Good day @Elizabeth Roberts

    The reason you are receiving the above error is because you haven't re-establish the connection after upgrading to latest version. The new update you have done has additional fields and it is recommended that you re-establish connection at your earliest convenience. Once connection has been established you should see the following fields in the C&P Settings > Account in Salesforce to be updated. See below:

    Click image for larger version  Name:	NOT Connected.jpg Views:	6 Size:	132.3 KB ID:	29055

    To establish connection please see the following KB article: https://support.clickandpledge.com/s...ion#Salesforce

    It is best to connect one of the accounts with DIRECT connection and the others as SHARED connection.

    Let us know if we can be of any further assistance.
    Last edited by CnP.Support.AM; 10-31-2019, 08:42 AM. Reason: link update
    Regards,
    Click & Pledge Support Department

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