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Validation Rule Preventing Temporary Contact Conversion?

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  • Validation Rule Preventing Temporary Contact Conversion?

    I have a validation rule on the contact record that looks at 3 different checkboxes and confirms at least one of them is checked.

    In C&P, anyone who donates through a particular form should get one of those checkboxes checked. I have done this mapping through SKU.

    I'm having an issue where I'm unable to convert a temporary contact, and it seems to be related to this validation rule. I double-checked the SKU and mapping settings and can't quite figure out what the issue is. I've granted 1-week access and the OID is 00Do0000000bF6j. The order number in question is 60144-1909252048124861943.

    Thank you!

  • #2
    Good Day @jkwok

    The reason for throwing this error is because of the validation which you have created for the contact. If you disable it, everything will works fine.
    Regards,
    Click & Pledge Support Department

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    • #3
      The issue is that the conversion from temporary contact to contact should create/update the contact in such a way that the validation rule shouldn't fire. Does the validation rule apply before C&P updates the contact?

      If so, what's a way around this? We still want this validation rule to run when users are creating/updating contacts as normal.

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      • #4
        Yes, the validation will apply before C&P creates the contacts and that is causing an issue with contact creation. After creating the contact the mapping will execute. The only solution is to inactive the validation and try to process the temp contact.
        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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