Information Needed

See more
See less

Donation does not appear in Salesforce

  • Filter
  • Time
  • Show
Clear All
new posts

  • Donation does not appear in Salesforce

    Our Salesforce ID is: 00Dd0000000ej33 and 1-week permission has been granted.

    Through monthly reconciling with our bookkeeper I discovered a donation from 3/28/2022 that I was not aware of.
    The C&P Order # is: 21271-2203281007434050391

    When this donation was processed, it did send me a receipt from C&P but did not trigger our Autoresponder thank you message via Salesforce.

    I've clicked "Post to Salesforce" a few times, and it does land in our C&P Temporary Contacts Report. But once I process this Temporary Contact, no Opportunity appears anywhere in Salesforce.
    Please advise.

    Thank you,

  • #2
    Good day @[email protected]

    There was a workflow or approval field update that caused an error when saving this record. There is an Honoree Email that was missing last "" which was throwing an error. However, we have fixed it and now you can see the donation and autoresponder triggered.

    Please check and let us know if we can be of any further assistance.
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars:
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday:
    Are you on Salesforce? Join us at the Power of Us Hub: