"Post to Salesforce" button missing

[jackdunn]

Hi there,

I was checking transactinos from the last week and found a discrepancy. I checked inside C&P Connect to see if the transaction was marked "not posted" to Salesforce. But the "salesforce" column was missing entirely, and so was the "post to Salesforce" button on the transaction view. I tried making custom views and filters, but none of them showed me the posted status. I have at least a few donations that I need to push to Salesforce from C&P but no way of doing that.

Can you tell me how to get the "Salesforce not/posted" column and the "Post to SF" button back please?

Thanks

I've granted access and here's my Org ID:

Org ID: 00Dd0000000i8ID
Access granted.

[CnP.Support.AM]

Good day @jackdunn

We reviewed couple of order numbers and see the button:



Would you please share the order numbers for which you didn't see the post to salesforce option.

Looking forward to hearing back from you.

[jackdunn]

Hi there,

Thanks for getting back to me. Turns out there was a sync error between C&P and Salesforce - once I fixed that, the "post to Salesforce" button re-appeared! Very confusing.

Is there a way for me to mass post-to-salesforce for in future if a significant number of transactions don't push? It took me a while to push all the transactions one by one.

Thanks!

[CnP.Support.AM]

Good day @jackdunn

At the moment the feature is not yet available but we have the mass post feature in our system that can do this. We can post them for you if you want.