Announcement

Collapse

Information Needed

See more
See less

Issue Credit in Salesforce Troubleshooting

Collapse
X
 
  • Time
  • Show
Clear All
new posts

  • Issue Credit in Salesforce Troubleshooting

    Hello,

    We've issued a credit for order number 35145-1708141809047917522 in Salesforce. In Connect, the status shows as "Credited", but in Salesforce it still shows as "Authorized", no additional data record was created for the refund and the Opportunity is still in a stage of Posted. Can you take a look as to why this may be?

    Org ID 00D15000000kOB9
    Access has been granted.

    Thanks,
    Maíra

  • #2
    Good day @mdossantos

    We reviewed and all seems to be working as expected. Can you please re-establish the Salesforce connection and then push the corresponding record to Salesforce and let us know if still the issue persists?

    Comment


    • #3
      Good Day @mdossantos

      We also found that your Salesforce Connection is not connected (Refer the Screenshot). Please verify the Connection and try to push the corresponding record to Salesforce.

      Click image for larger version

Name:	NotConnected.png
Views:	21
Size:	40.8 KB
ID:	34616

      Make sure to re-establish the Salesforce connection. To establish connection please see the following KB article: http://cnp.mn/2dzgsms

      Comment


      • #4
        I re-established the connection, reposted the transaction and it still doesn't seem right. The transaction status in Connect is Credited. In Salesforce, it's showing up as a stage of "Posted." Shouldn't it update the stage in Salesforce to "Closed Lost" based on the credit and our C&P Settings?

        Comment


        • #5
          Good day @mdossantos

          We have fixed the issue with above order number.

          Please check and 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

          Working...
          X
          😀
          🥰
          🤢
          😎
          😡
          👍
          👎