Double the Donation Integration Bugs

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The matching info is not transferring over to Salesforce as seen in this account: (Matching gift Percent, Matching Gift Admin Name... etc )

https://na30.salesforce.com/a1I36000002I7qr

The pledge opportunity creation is working fine as seen by this:

https://na30.salesforce.com/0063600000euUkz

but the original gift is also getting switched with the "Matching Donation" Record Type

https://na30.salesforce.com/0063600000euTNz

[CnP.LiveSupport.AB]

You were right that the instructions set both the Donor's Opportunity and the Matching Organization's Opportunity to have a Matching Gift Record Type. This is not necessary for NPSP's purposes in recording the matching gift; however, NPSP's process for recording the gift is entirely manual.

Here is the screen shot from the slide that shows the configuration that makes this happen:



The Matching Gift - Contact condition is the one that sets the Record Type on the Donor's Opportunity. I will need to see if this is important to the automation that C&P does to update the Organization's Opportunity.

Regardless, this should not have stopped the NPSP Matching Gift fields from populating on the Organization Account. I will need to log into your instance to see what has happened in your case, please give me some time today to take a look, and I will try to update you by the end of the day.

[CnP.LiveSupport.AB]

I reviewed your case.

The information that comes from Double the Donation automatically becomes available on the C&P Matching Gift VF page, which can be added to the Organzation Page Layout. I have added it to yours directly under the NPSP Matching Gift fields. There is also a button in this VF page to push the information to the Organization Account NPSP Matching Fields- I did this for the example you gave.
The fields may have been automatically updated in the original release, and the button to do so added later- I will look into whether this is the case. As a practice, we do get nervous writing over existing data - this introduces liability.

I would suggest that you review your Organization Layout, and add the C&P Matching Gift VF page to the layout, so the button will be available to update the NPSP fields.

I'm still looking into the Record Type situation- but it's going to require some testing.