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Why does Click & Pledge rename record types to "C&P Online?" in NPSP

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  • Why does Click & Pledge rename record types to "C&P Online?" in NPSP

    It appears on objects with one record type in NPSP i.e. Product, Contact, etc., when installing Click & Pledge, it renames the record type. This can be confusing. Is there any way to change this setting or revert back? I posted this on the NPSP PowerOfUsHub and Amanda Byrne's response was "PaaS does not edit existing records unless you have created a setting to do so. PaaS installs with C&P Online as an added Record Type, but it should not be modifying existing record types. If you feel that PaaS overwrote an existing record type and renamed it "C&P Online" in your Salesforce instance, please grant access and provide the Object and Record Type that you believe were renamed."

    Our Org Id is 00Df2000001JHTz
    And I granted 1-week access.

    Two of the objects are Contact and Product (renamed to Service).

    At this point, I do not want to change anything. I just want to understand why it renamed out of the box NPSP objects when I did not authorize it.

    Thanks,
    Rubin

  • #2
    Good day @OneTenthConsulting

    May I know what you led to think that it has been renamed by Click & Pledge?

    There is only one record type in both of the objects you are referring to which comes with the Click & Pledge managed package. As Amanda Byrne mentioned, PaaS installs with C&P Online as an added Record Type, but it should not be modifying existing record types.

    Please see:

    Click image for larger version

Name:	Contact Record Type.jpg
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ID:	50202

    Click image for larger version

Name:	Product Record Type.jpg
Views:	18
Size:	85.7 KB
ID:	50203
    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
      Well, before I installed C&P and added a new Product...the heading said "New Product." After installing C&P, when I add a new product (we renamed product to "Service", it says "New Service: C&P Online" https://www.screencast.com/t/bXdoeG2bk and C&P has not added any new functionality to the Product object, so why did it create or edit the record type? Why does it say C&P Online?

      Comment


      • #4
        OneTenthConsulting

        The 'C&P Online' record type was just the first record type that was created for the Products object, and the behavior you're seeing is standard Salesforce behavior. If you do not care for the Record Type existing, you may remove it. Generally Salesforce objects do not have record types at all initially.

        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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