Announcement

Collapse

Information Needed

See more
See less

Temporary contacts not generating opportunities

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Temporary contacts not generating opportunities

    Hi,

    In Temporary contacts (Salesforce), no opportunities are being created once we've click process. New Accounts will be created but the opportunity does not post. For donations for accounts in our system, donations also do not post. For each of these donations, we've had to go into C&P Connect to post to Salesforce.

    Any help would be greatly appreciated.

    Thank you.

  • #2
    Hi shanew ,

    Could you grant login access so we can review?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

    Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
    Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

    Comment


    • #3
      Access should be granted

      Comment


      • #4
        Good day @shanew

        Would you please try to process temp contacts now and let us know if you still don't see the opportunity?
        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
          It is working now. Thank you!

          Comment


          • #6
            Same for us! Just the last couple weeks. (Since update?) Thank you for your help.
            ORG ID 00D41000000Ukuw
            Access Granted!
            There is currently nothing in TC right now though. Hope that's not a problem.
            Last edited by [email protected]; 04-29-2021, 12:36 PM.

            Comment


            • #7
              [email protected] ,

              Could you provide an Order Number? The most recent transaction has an Opportunity.
              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

              Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
              Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

              Comment


              • #8
                Yeah I have manually created the last few. The last ones that were manually created were
                50676-2104281358161395989
                and
                50676-2104231050321472508

                Both of these came into Temporary contacts and on converting them, no oppt was created. thank you.

                Comment


                • #9
                  Good day @[email protected]

                  Can you please check now and let us know if it still not create the opportunity?
                  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

                  Working...
                  X