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Opps being created with wrong record type

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  • Opps being created with wrong record type

    When a transaction is manually created through the Virtual Terminal, the resulting opportunity is not being created in the record type specified by the C&P Settings page for Opportunities.


    Can support please assist? This is a new implementation of Click & Pledge into an org running the HEDA configuration.
    Our org ID is 00D1I000002yUPB and the C&P Account ID is 50795

    Login access has been granted to C&P

  • #2
    Good day @Elevation Solutions MUIH

    Would you please share the order number so that we can review whats going on?

    Looking forward to hearing back from you.
    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


    • #3
      Below is an example of an order (transaction) where the resulting opportunity is not the record type we expect:

      50795-180731142746805

      For $250 - resulting opportunity should be "Major Gift/Pledge" record type, but it was created with "Student Application" record type.

      Comment


      • #4
        Good day @Elevation Solutions MUIH

        According to your current settings, for above order number, the record type should be C&P Online NOT either "Major Gift/Pledge" nor "Student Application". It seems that the settings were not the same when the above transaction processed.

        Click image for larger version

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        However, we have re-posted the above order number and now the C&P Online record type has been assigned as expected according to the above settings.

        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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