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Urgent - Cannot create new Contact in Salesforce from Tempory Contact

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  • #16
    Thank you. I will work on it this weekend when things should be quiet in the organization. I can't do testing during the normal business day, and I do want to make sure we process regular donations since we just put up the ticketing Event. Thank you

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    • #17
      Good day!

      We will try to see how we can possibly carry this forward. Hate to inconvenience our clients but it is a major problem. We only wish Salesforce would not have ever introduced it.

      See: https://success.salesforce.com/ideaV...0000000Kwg7AAC

      Click image for larger version

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      We are among a large number of people requesting Salesforce to change this and as you can see in the above post that you are not alone in this inconvenience. I suggest you add your vote & voice to that thread.

      Let us know if we can be of more help.
      Last edited by CnP.Support; 07-01-2016, 09:16 AM.
      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

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      • #18
        I have figured out what happened (and why I was so perturbed). With the previous settings, when I selected the duplicate, the C&P Temporary contact did get processed and create a new Contact and Opportunity. However, I guess there were still unprocessed temporary contacts (that I could no longer see in the view); then when the change to "Account Type" was made, all those contacts got processed again - creating new opportunities and triggering auto-responder and workflow email notifications. So, it wasn't just the single temp contact that fired, it was all of them.

        By the way, is there any way to delete Temporary Contacts? Thank you

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        • #19
          Good day Mark Stark

          Glad to see we are moving forward.

          We do not recommend you delete a temporary contact. You may delete a transaction that has posted but if you delete a Temp you will create orphaned data. The maintenance always monitors for inconsistencies in the system and fixes it so if you delete a temp the system will detect orphaned transaction & re-processes the C&P Data.

          If you wish to delete an order then go to C&P Settings > Maintenance and enter the Order Number and delete all records / footprints of the transaction.

          Please note that if you delete a temp that is associated with an event, the registration will become orphaned and may cause inconsistent reports.

          Hope that answers your question.
          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

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          • #20
            I have figured out how to delete Temp Contacts using the Apex Data Loader. Thank you

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            • #21
              Good day!

              Please do not do this-- Yes you can delete it but maintenance will recreate it. You create inconsistency in the data.

              While you can do whatever you want using the records in the object, applications have consistency issues. C&P Data has records that it monitors and registrant and attendees have connected records.

              If you wish to remove a Temp you need to delete the entire footprint of that transaction, starting with C&P Data.

              Just so we make sure we have warned you.
              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

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              • #22
                Ok, thank you. I will delete the transaction footprint for the incorrectly-entered items that I don't want to process. Have a nice weekend.

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                • #23
                  I hope you had a good holiday. Please revert my view of Objects, VT, and Swiper1 to normal. I have deleted all the incorrect temporary contacts and associated data per directions, and I have set accounts to "businessaccount" as you have recommended. Thank you

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                  • #24
                    Good day Mark Stark

                    Great to hear all is taken care of.

                    Please make sure we have access to your account till Monday as the developer that worked on this is out till Monday. He will update it once he is back.

                    The change was simply removing the redirect from the standard object to our VF page. As long as you do not go to the standard object it will not have any issues. We will update it once he is back.

                    Please let us know if we can be of more 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


                    • #25
                      Good day @Mark Stark

                      We have reverted back the changes. We have removed the redirect from the standard page layout to our VF page.

                      Let us know if we can be of any further assistance.

                      Thanks,
                      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

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