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Salesforce Campaigns not showing on Transaction or Opportunity Records

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  • Salesforce Campaigns not showing on Transaction or Opportunity Records

    The last couple days when I posted a donation in the Salesforce Virtual Terminal (check and cash donations) the Primary Campaign Source was not filling in on the C&P Transaction Record or the Salesforce Opportunity Record. We realized the connection had been lost between the Transaction Campaign field (in C&P Settings) and Salesforce, so we re-looked up the Salesforce Campaign and updated the settings; that seemed to work the rest of the day.

    Today when I posted a few donations, the Primary Campaign Source was not filling in on both the Transaction and Opportunity Records and then suddenly did start filling in on the Opportunity Records (I tested a couple more after the first one was blank), but the Campaign was still blank on the C&P Transaction Record.

    Transaction Number for the attached photos is: 51241-190412192710337. Access is granted; Organization ID 00D6A000001hMNY.

    Everything coming in from Connect is correct; no campaign is missing on either records.


    Thank you!

  • #2
    Good day @kbrien@childbridgemontana.org

    All you need to do is to upgrade your instance with the latest versions of our apps and re-post the above order number so that it will fix the issue. In the version you are at, we are not considering the ExternalID when the transaction processed through VT.

    If you allow us we will upgrade your instance and fix the issue for the above order number.

    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
      Thank you for the reply!

      Please proceed with the upgrade. No worries about re-posting the order; I have a few more to fix and will do them all together.

      Thank you!

      Comment


      • #4
        Good day @kbrien@childbridgemontana.org

        We have upgraded your instance with the latest versions of our apps. In order to complete the post-installation, we need to have the Force.com domain set up:

        Click image for larger version

Name:	Site childbridgemontana.jpg
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Size:	189.2 KB
ID:	45697

        Please confirm your organization's website so we can set this up and complete the rest of the installation. Note that you cannot easily modify your Force.com domain name after the registration process.

        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


        • #5
          Hello!

          Sorry for the delayed response. Our force.com domain is registered. Access is still granted to our org. Please let me know if there is anything else you need in order to complete the installation.

          Thank you!

          Comment


          • #6
            Good day @kbrien@childbridgemontana.org

            We have completed the post-installation steps in your instance.

            It is highly recommended that you login to the Connect & re-establish connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

            To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection

            Latest Release notes: http://cnp.mn/Salesforce-Latest-Releases
            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


            • #7
              Thank you! I re-verified our connection. I followed along with the article; slide 5 did not happen: the browser redirecting to Salesforce asking me to sign into the instance and prompting "allow" for Click and Pledge to connect...hopefully everything still connected/updated.

              Comment


              • #8
                It looks like something blocking in your browser to redirect the page. Please see if you can try in some different browser?
                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


                • #9
                  Hello!

                  I just went in to Connect (in a Chrome Browser) and somehow it disconnected between yesterday and today. I put our ORG ID in again and hit verify...it did not redirect and I do not have a pop-up blocker notification either.

                  I signed into Connect (in an Edge Browser) and re-put in our ORG ID. When I clicked verify this time, it did take me to a Salesforce login screen, but when I logged it, it took me right back to Connect.

                  Attached is screen shot of what was showing in Connect.

                  What is the preferred browser when working in Connect?
                  Attached Files

                  Comment


                  • #10
                    It looks good. Now it is Connected. However, it should work in all of the browsers unless the browser doesn't block the redirection.
                    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


                    • #11
                      Great, thank you!

                      Comment

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