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Temporary Contacts Mailing State Error

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  • CnP.Support.AM
    replied
    Good day @KevinJGay

    We've upgraded to the latest version. Be sure to add user permission sets for app users, as Salesforce began enforcing field-level-security in Spring '21 that will affect your users.

    IMPORTANT REQUIREMENT: It is IMPORTANT that you re-establish connection to Salesforce. The connected user must have access to various objects and the following access levels:
    • Be an administrator
    • Have the following permission sets assigned:
      • PS-CnP-PaaS-Connected-User-ONLY
      • PS-CnP-Event-Connected-User-ONLY (If the event is installed)
    Establish connection with Salesforce: http://cnp.ooo/Salesforce-Connection

    NOTE: Please make sure that the user who is settling the temporary contacts must have the following permissions (in case of Semi-Automatic & Fully-automatic Contact Creation as well as Connected user) :
    • Field-Level Security set as Visible to the Opportunity objects standard fields i.e. Account Name, Amount, Lead Source, Primary Campaign Source, & Quantity.
    • Campaign creation permission needed for the user. (for assigning these permissions goto Profile > Edit > Standard Object Permissions > Campaigns > check Read and Create permissions.) Note: Check the "Marketing User" checkbox on the user details page.
    • Case creation permission needed for the user. (for assigning these permissions goto Profile > Edit > Standard Object Permissions > Case > check Read and Create permissions.)

    Leave a comment:


  • KevinJGay
    replied
    Thank you and yes, please perform the upgrade.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @KevinJGay

    Please note that in case of "State and Country/Territory Picklists" are enabled in Salesforce, then, in this case, C&P Setting > Country and State setting are not applicable.

    However, if you want to change with the two-letter code, then you need to change the settings of Country and States to two letters in Salesforce as shown in the below images:

    Click image for larger version

Name:	Country Two letters.jpg
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ID:	59926

    Click image for larger version

Name:	state two letters.jpg
Views:	13
Size:	84.1 KB
ID:	59927


    We noticed that your instance is many versions behind. If you allow us we will upgrade your instance with the latest release.

    Leave a comment:


  • KevinJGay
    replied
    Hello,

    We've managed to resolve this with a configuration change with our other vendor. Although, there's still the question of why the Database did not update properly to use the two-letter codes, we are back in business.

    Thank you,

    Leave a comment:


  • KevinJGay
    replied
    Apologies, thought I had done so ... you now should have access. Thank you!

    Please hold off on making adjustments as I may have a potential solution to leave things as they are. Thanks!
    Last edited by KevinJGay; 04-23-2021, 10:51 AM.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @KevinJGay

    We don't have access to your instance. Please grant us login access to your Salesforce instance so that we can review it.

    Leave a comment:


  • KevinJGay
    replied
    Hi,

    We are experiencing this issue now as well after enabling picklists in Salesforce. I have reset the Click and Pledge State/Country Settings to use the ISO Code which matches the integration value in Salesforce, but somehow C&P still tries to use the old "Long Value".

    It would be sweet to fix this as we needed the ISO codes to integrate with another APP. The only work around is to temporarily change the integration values back to full text, process the temp contacts and then re-edit them.

    I followed the steps in
    https://support.clickandpledge.com/s...ies-and-states

    But it seems the temporary contact is still being stored with the LONG State/Country vs. the ISO Two-letter codes.

    Our C&P id is 36216
    Our Salesforce Org ID is
    00D50000000cxl8
    A temp Contact in the holding area TC-4062

    I have enabled access for a week. Thank you for your help.
    Last edited by KevinJGay; 04-22-2021, 07:30 PM.

    Leave a comment:


  • CnP.LiveSupport.AB
    replied
    Hi DNewland,

    You have set your C&P Settings > Countries and States set to Full State , which seems right because when you create a new Contact, the full name is what you see. But in actually, when your consultant enabled state and country picklists, they set the label to the full state name, but the INTEGRATED VALUE to be the abbreviation. You're seeing the long name, but the actual value in the database is the short one.

    You can resolve either by changing your C&P Settings for Countries and States to use the short name, or you can go through each of the states in Data Management (refer to breadcrumbs in screenshot- you configure State and Country Picklists, choose United States to edit, and then edit the states) and change it to the long name.

    We have tested in our instance, and this did correct the issue, please confirm the fix works.

    Regards, C&P Support

    Last edited by CnP.LiveSupport.AB; 06-16-2017, 08:42 AM.

    Leave a comment:


  • DNewland
    replied
    Yes, I have granted access for C&P again.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @DNewland

    We are reviewing your instance to debug the issue but the access to your instance has been expired. Would you please extend the access so that we can continue the investigation?

    Looking forward to hearing back from you.

    Leave a comment:


  • DNewland
    replied
    TC-0056 merged with 0031a00000ctZRjAAM
    TC-0057 merged with 0031a00000ZvIaWAAV
    TC-0058 merged with 0031a00000ctVmVAAU
    TC-0060 will be a new contact
    TC-0061will be a new contact
    TC-0070 will be a new contact

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @DNewland

    Would you please share the ContactID you would like merge the above temp contact so that we can process and test it?

    Looking forward to hearing back from you.

    Leave a comment:


  • DNewland
    replied
    As of now there are 6: TC-0070, TC-0061, TC-0060, TC-0058, TC-0057, TC-0056

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @DNewland

    Would you please share the Temp contact order number as well as the ContactID you would like to merge with?

    Looking forward to hearing back from you.

    Leave a comment:


  • DNewland
    replied
    Salesforce.com Organization ID 00D1a000000H7JI

    Leave a comment:

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