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Transactions Not Posting To Salesforce. How Can They Be Added?

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  • Transactions Not Posting To Salesforce. How Can They Be Added?

    Hi, for some reason our transactions stopped posting to Salesforce at the end of March. They were being processed as evidenced by CnP reports run from the CnP admin site, however, they are not in Salesforce. I think it had to do with the expiration of my Salesforce password. Could this be correct? Is there anyway to get the transactions updated into Salesforce?

    Thanks
    CnP Account 19842

  • #2
    Good day Neely,

    If a password expires our system won't be able to connect to Salesforce. It is best to set the password not to expire for that account that is used for connection. You just need to remember to change the password every 30 days or as set by your organization's password policy.

    Please email [email protected] and they can arrange for importing your missed data into your Salesforce instance.
    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/
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    Comment


    • #3
      We had a similar problem. I'm wondering is there no way for C&P to generate an error notification when there is an integration set-up that is unable to connect?

      We can do our best to avoid the password expiration issue, but given that we integrate our Salesforce installation with other programs, it's quite possible that someone would update a password and token but forget to update C&P connection setting.

      thanks, Jan

      Comment


      • #4
        Good day!

        We actually send an email to the account admin regarding the connection problem.

        The following image illustrates the email address to whom the notifications are sent when a connection failure occurs.

        Click image for larger version

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        If you submit a support ticket the support team can post the failed transactions back to your Salesforce instance. Please make sure to specify your account number and organization name so they can locate your account.

        Please let us know if we can be of any further assistance.
        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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