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,
Ryan
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,
Ryan
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