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  • Opportunity not created for transaction

    Hi there,

    We had a donor purchase tickets for an event through our website. The charge went through and is showing up in C&P as Authorized and Posted to Salesforce. In Salesforce, I can see the transaction record but it appears that no opportunity was generated. I've re-established the connection and tried reposting the transaction twice and it did not make a difference (I can see that it generated new C&P data records but did not create an opportunity).

    Would you be able to look into this? Should we create the opportunity manually or will it eventually get posted, causing a duplication? The order ID is 31538-1906232217479482203 and I have granted access (C&P account 31538, Salesforce org ID 00D1I000003nBD4). Thanks!

  • #2
    Good day @jilliann

    Sorry for the inconvenience. We have fixed it. Moving forward you should not see that issue.
    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
      Thanks so much! My apologies, I found one more transaction where an opportunity was not created (I ran a Salesforce report on C&P transactions without donations, so there shouldn't be any other ones). The order ID is 31538-1906101840494731084. Could you create the opportunity for that one as well? I have extended login access. Thanks!

      Comment


      • #4
        Good day @jilliann

        We have fixed it.

        Please let us know if we can be of any further assistance.
        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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