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  • Missing Transactions

    We have a total of five donations that have shown up in our TransLink bank statement that aren't in Salesforce but were deposited in our account on 4/19/18. Based on the time frame and the amounts we've determined that they are donations that would have came through this C&P form (https://connect.clickandpledge.com/w...20719239130210). Our bank statement show the last four of the payee's card number an authorization code and "tran ref #" but I'm not sure what we could use to help find the originating C&P Data and figure out why the corresponding transactions and opportunities weren't created.

    Org ID:
    00D1a000000H7JI

  • #2
    Good day @DNewland

    Would you please login to the Connect and see if you can find those transactions in there during that time period? If you find it please share the order number so that we can review it.
    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

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    • #3
      I was able to find the transactions and the post status for all five donations was listed as 'Error.' I did go ahead and select the post to salesforce option and I'm seeing the donations now.

      Once I reposted I noticed it says "In case of error an email will be sent to the notification list." Where can I update the email for this notification. I'd definitely like to get notified if there are errors posting to salesforce in the future.

      Not sure if you still needs these but the order numbers are:
      37848-1804191358289243008
      38514-1805151948148484050
      37848-1804191600456595240
      37848-1804191610070471944
      37848-1804191617301744507

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      • #4
        Good day @DNewlan

        Here you can list the email to get the notification for error: Login to Connect >> Settings >> 3rd party >> sf-Error Notification List:

        Click image for larger version

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        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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