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  • C&P Alias

    This Org's integration - 00D46000000XoXH - doesn't seem to be creating alias records. Is there a setting that I'm not aware of?

    here's an example from a recent donation - https://na40.lightning.force.com/one...=1494628458170

    I've looked at the info in both lightning and classic and don't see the records.

    Thanks,

    Chris

  • #2
    Good day @ctugwell

    We reviewed and found the TWO Contact Alias records for above Contact "Chris T****" :

    Click image for larger version

Name:	Contact Alias.jpg
Views:	75
Size:	17.9 KB
ID:	32778

    Would you please share the order number of the transaction for which you think didn't created the Contact Alias record?

    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
      Hmmm... I wonder why they show up on my records, but not others. Here's a id - 24191-1705101633539716812 and order number - Transaction-0018. The alias is not showing up for this record, Courtney Daikos.

      Thanks

      Comment


      • #4
        Good day @ctugwell

        We reviewed and found that the reason for NOT creating the C&P Alias for above order number because the user who processed the temp contact doesn't have permissions to his/her profile to create/modify the C&P Alias.

        Please see:

        USER: Katrina E*** processed the Temp Contact:

        Click image for larger version

Name:	Temp Contact Processed.jpg
Views:	81
Size:	83.1 KB
ID:	32814

        The profile for user Katrina E*** is: DNDA Development

        Click image for larger version

Name:	User Katrina E.jpg
Views:	79
Size:	18.3 KB
ID:	32815

        Which doesn't have permissions on C&P Alias object:

        Click image for larger version

Name:	Alias permission.jpg
Views:	76
Size:	8.4 KB
ID:	32816

        Please edit the above Profile and include the following permissions to the C&P Contact Alias object: Read, Create, Edit, Delete

        Hope that answers your question. 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

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