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Naming Rule Not Working

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  • Naming Rule Not Working

    Hi, I'm having a problem with the Opportunity naming rules for one of our clients.

    Specifically, donations with the SKU "Membership" are being named improperly. I've attached a screenshot of the Settings screen -- incoming Opps with the SKU Membership are being named based on the second rule instead of the first. We also have Contact Role and Record Type rules based on the same Membership SKU, and those are working as expected -- only the Name isn't working.

    Their C&P app was updated a few weeks ago, and that seems to be about the time it stopped working.

    The Org ID is 00D300000006G7T. I've provided login access. Thanks!
    Attached Files

  • #2
    Good day @chris_percolator

    Would you please share the order number of the transaction in the question so that we can review whats going on?

    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
      Sure, here are two of them:

      1701081532345081426
      1701071500598195432

      (Both of associated Opportunities were manually renamed yesterday)

      Comment


      • #4
        Good day @chris_percolator

        We have fixed the issue. Moving forward if you see any issues with opportunity naming please let us know.

        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
          Great, thank you!

          Comment

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