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Need help with donation that is missing from Salesforce contact record

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  • Need help with donation that is missing from Salesforce contact record

    Hi there - could you please investigate why a recent donation (it is showing up as a successful C&P transaction, a successful C&P Recurring transaction in SF, and the funds have been deposited into bank account) is not showing as an opportunity in Salesforce? Its a bit concerning that there may be other transactions missing from SF as well, so would appreciate if you could look into this ASAP. Have granted acesss to the SF production instance (org id is 00D2E0000012rpR) for the next 3 days. The order number of interest is 60289-191208110111102

    Let us know if you need additional info and thanks in advance

  • #2
    Good day @ccaltsupport

    We have fixed it. The reason for not creating the opportunity because the data is ended up with the following error in C&P Data: "Insert failed. First exception on row 0; first error: UNABLE_TO_LOCK_ROW, unable to obtain exclusive access...."

    The reason for the above error is updating of record in the asynchronous form. In other words, the objects were busy when we were trying to insert the data. We simply reposted the data and it fixed it. It's about timing.

    Please check and 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


    • #3
      Thanks for looking into that - where were you able to see the error and was any email notification sent to alert anyone to this? I'm concerned there are other failed posted transactions that no one is aware of. My first instinct was to try reposting the transaction as well but that only addresses transactions that are known to be failed (in this case the failed post was associated with one of the system admins, so we knew something was awry. This is not always going to be the case!)

      Comment


      • #4
        You can see the error under C&P Data of the above order number. By changing the view to error for the C&P Data tab, you can see the list of order numbers that have errors or messages.

        Click image for larger version

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        We found NO errors but C&P Temporary Contacts that you need to review and process from there: https://ccalt--cnp-paas.visualforce....1r2E000000lvNb



        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
          I'm seeing two other errors in the C&P Data View as of today. As advised, I reposted the transactions, but the transactions are still missing from the expected contact records. Do I need to delete the two failed transactions before re-posting? What else am I missing? Please advise and thanks in advance.

          Comment


          • #6
            Both of these orders cannot create an Opportunity because NPSP triggers some default behavior for GAUs, and this is interfering with completing Opportunity creation. I suggest that you temporarily turn off any automations related to GAUs, repost the C&P Data Record, and then manually create the GAUs needed.

            Refer to NPSP regarding turning off GAU automations, either in the Power of Us Hub, or NPSP's Documentation.

            To repost, search for "60289-200208110155699", open the C&P Data record returned from the search, then click the dropdown on the right side and choose 'Repost'.

            Click image for larger version  Name:	2020-02-26_FRM ccal.jpg Views:	0 Size:	64.1 KB ID:	51146
            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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