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Question on Cancellation Date Updating in Salesforce

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  • Question on Cancellation Date Updating in Salesforce

    Hello,
    .
    We have just made an update to the most recent C&P, and a big part of this is 'posting' all of our cancelled Recurrings, because previously those did not update in Salesforce. But when we Post one of these to Salesforce, it seems to fill out the Cancellation Date as today, regardless of when it was actually cancelled in the C&P Portal.

    I'd just like some clarity on this. I'm guessing this is expected behavior, but it's still a bit disconcerting, especially because when we look at the record in the C&P Portals the cancellation date is recorded correctly in the old portal but in the new portal the 'End Date' (which I'm guessing is supposed to be the cancellation date) is empty.

    Nick

  • #2
    Good day @Unportant

    Please note that for indefinite recurring, system will NOT show the end date.

    Regarding the Cancellation date, yes that is an expected behaviour. As of now we are updating the Cancellation Date with the date when data posted to Salesforce. However, in the next release we are going to update the Cancellation Date with the exact date when the recurring cancelled though the data posted to SF sometime later.

    Sorry for the inconvenience.
    Regards,
    Click & Pledge Support Department

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    • #3
      Okay, thanks for the clarification.

      Comment

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