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  • Pending status on C&P Transaction

    Some donations are declined but not posted on SF. Is there a reason why? We have other declined transactions that are posted in SF as opportunities.
    36215-210110103555470
    36215-210110103532399
    36215-210110103340199
    36215-210110103246883

  • #2
    Hi donationMW

    36215-210110103555470 has been posted to Salesforce, C&P Data record: a183i000000xF8CAAU
    36215-210110103532399 has been posted to Salesforce, C&P Data record: a183i000000xF87AAE
    36215-210110103340199 has been posted to Salesforce, C&P Data record: a183i000000xF82AAE
    36215-210110103246883 has been posted to Salesforce, C&P Data record: a183i000000xF7xAAE

    There's "posting to Salesforce" - the transaction data is sent from the C&P Account to Salesforce. The primary way this might not happen is if you Salesforce Connection to the C&P Account is down.

    Then there's PaaS processing the donation once it arrives, and there's lots of steps to that process that can interfere before the end result of an Opportunity record.

    Start with looking at the C&P Data records linked above, and see what the value is for the "Message" field (towards the bottom of the screen) - this will indicate what kind of problem happened during processing.

    Could you report back with those Message values?
    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/
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    Comment


    • #3
      The "Message" field is blank.Click image for larger version

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      • #4
        Could you grant access so I can review?
        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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