Upgrading Salesforce PaaS Donor Mgmt app - Errors

[Kenny]

Hi, we're helping a client integrate an online form with PaaS and Salesforce. We've created a Salesforce sandbox account to do all testing and setup, and when looking through your instructions for the Salesforce PaaS module, I noticed that it didn't match the look and functions of what I was seeing in the sandbox account. So I looked further and realized the instructions are for v.5.0 and we had v.4.32 installed.

So I followed the instructions listed here to install the API Class Library first, and then the PaaS app v.5.0 in our Salesforce sandbox. After a number of dialogs, everything 'appeared' to have installed properly. I didn't get any error messages for the install, and when I check the app it lists it as v.5.0 now. However, the email sent to signify completion of installation did say "Some components, such as custom objects, custom report types, and workflow rules, must be activated using the package deploy process, before they are available to your organization." Of course, there are no instructions on where/how to 'activate' these.

But upon trying to go to the 'C&P Settings' tab to finish all of the configuration, I get an error stating:
"CnP_PaaS:Too many picklist describes: 101"

- Any ideas what this error means or what to do about it? We wanted to test the upgrade before deploying on the live account, and this is one reason why.

- I also tried going to the Dashboards area to see some of the included Dashboards that are referenced in the documentation, but don't see any of these either. How are these activated/imported?

Thanks. We wanted to make sure the Salesforce account and C&P integration was optimized as much as possible before spending the time working on mapping all of the online form fields into Salesforce.

[CnP.Support]

Hi Kenny,

WOW-- 101 fields in your contact records?

We just released 5.1 that will limit the listing in the Contact Matching setting. Amazing.. the first client that installs the package has over 100 fields in their contact records and one condition that was not tested. This release was under testing for over one month and was tested with all sorts of installations without any issues. Of course never tested with over 100 fields in the Contact record.

Please install it from appExchange as 5.1 and let me know how it goes.

[Kenny]

Thanks for the response. We will try the upgrade to see if it works better. I didn't realize we were the first to install as I've been glancing at the manual for a little while now - assumed it had been out for while.

And we did not setup the client's Salesforce account, and honestly we're not too familiar with Salesforce yet. We're working more on the online donation form and PaaS integration. So this is good to know.

As the client is new to Salesforce as well, and not super saavy with it yet, we were under the assumption they were going with more of a default install/setup of Salesforce. If not, it's probably as big of news to them as it is to us. We have instructed them to contact Click & Pledge to get some assistance in making sure their Salesforce account and C&P PaaS plugin are setup and optimized for their needs before we spend too much time trying to get our form to integrate with it. We will tell them to bring up the number of fields in their contact records to see if something is not right there.

Thank you.

[Kenny]

Hi, we updated the app to v.5.1 as suggested. So now I am able to see and set all of the settings in C&P settings, thanks.

I still don't see all of the Dashboards that are talked about, but that's not critical right now.

So I just did a test transaction. The transaction appeared to go through fine and I received the standard C&P receipt emails, etc. But unfortunately, it looks like none of the data mapped to anything in Salesforce. I see no record of the transaction in any of the standard tabs (Contacts, C&P Transactions, C&P Recurring, Donations, etc.) When I do a search for the first name I used set to search ALL, I receive no results.

The only place I see anything about the transaction is when I click on C&P Data. I see a record of the transaction there, but without the name listed. The XML data that is listed looks very similar to transactions that posted fine before we upgraded.

- Do we need to make changes in how the XML data is submitted now that we upgraded the C&P app from 4.32 to 5.1??

Thanks. We need to know this is safe to upgrade before doing it on the live site.

[CnP.Support]

Hi Kenny,

The Dashboards are part of the Reporting app and not part of the Payment app. So please install the reporting app.

The data should post directly to Salesforce without any intervention. If you don't see the transaction there may be 2 reasons:

- Contact is in the TEMP contact and not yet processed
- C&P Data posted has encountered an error due to custom rules, etc.

I suggest you contact support ([email protected]) for a walk through and screen sharing to determine what is wrong. It is hard to diagnose the issue with the information we have at this time.

[Kenny]

Hi, thanks for the help. It turns out the data was in a Temporary Contact. Hadn't dealt with those before, so I tracked down where to update the settings so that won't happen. Seems to be working OK now for the most part.

But in comparing to what is being tracked in our live account using the non-upgraded v.4.32, it looks like everything is matching up the same EXCEPT for the donation data that is listed in 'Donation Information', 'Donation Totals', and 'Household Donation Info' on the Contact pages. All of these fields are blank or show '$0' on Contact pages in our sandbox account, but when we post the same information to our live account (using Test mode), it does accurately track all of the donation information.

- Any idea what may have caused those fields to lose the connection when using v.5.1 on our sandbox account?

I checked carefully throughout the rest of the tabs in our sandbox account, and everything appears the same as on our live account (which DOES list that donation data with a contact). Even examining the C&P Data XML info looks the same. It is very handy to have that information listed on contacts, so hoping to get it working again.

Thanks!

[CnP.Support]

Kenny,

We need to have one of our developers look at your account to make sure all is set up correctly.

Please email support and arrange for login permissions to your account. We will review and find out what is going on with your setup.

[Kenny]

Thank you. I posted a ticket, so we'll see what comes back. I just want to make sure we don't run into any snags if we upgrade our live site.