Announcement

Collapse

Information Needed

See more
See less

Issue with Salesforce states picklist

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Issue with Salesforce states picklist

    During the webinar, Kamran, while speaking to Charles Phillips, logged into our Salesforce instance and saw there was an issue with the states picklist, which may have been causing the error we received during a recent order. Error message:
    • Primary State/Province: There's a problem with this state, even though it may appear correct. Please select a state from the list of valid states.
    • Insert failed. First exception on row 0; first error: FIELD_INTEGRITY_EXCEPTION, There's a problem with this state, even though it may appear correct. Please select a state from the list of valid states.: [MailingState]---227-------(CnP_PaaS)
    Salesforce Org ID: 00DA0000000KMEp

  • #2
    Good day christopherakess

    We have reviewed the instance & the following summarizes our observation:
    1. You have enabled the Country and country / Territory Picklists
    2. Transactions are coming from 2 sources, namely the FaaS custom form on your website as well as the Event
    3. FaaS form posts the State as a preset names of states as posted by the form, in your case the full state name, e.g. Virginia
    4. Event form is set to accept states as an open field where the patron can add any text for their state. In the cases identified by you both of the registrants had entered the state acronym, e.g. VA or PA
    Click image for larger version

Name:	2016-08-09_9-39-59.jpg
Views:	90
Size:	19.8 KB
ID:	25744

    The issue is that the Salesforce's country and state picklist ONLY allows for full state name to create a contact. Given the Event is posting the state as the text entered by the patron and both cases are entered as the acronym, Salesforce returns the error.

    Solution:

    Given that you wish to use the Salesforce Country and State picklist, we recommend that you also enable the Click & Pledge's Country and State picklist. This will offer you the flexibility to post the data either as 2 letters acronym or the full state name. Once enabled your form will appear as illustrated below:
    Click image for larger version

Name:	2016-08-09_9-51-04.jpg
Views:	71
Size:	15.4 KB
ID:	25745

    As is illustrated above, the registrant is no longer in a position to type the state name but may only select from a set list. This will ensure the state name is entered exactly as expected and not as VA or VIR or possibly a typo, e.g. Pensylvania ..

    We have enabled this for you but you may disable it if you don't wish to use it. To disable please follow the steps listed below:
    1. Go to C&P Settings
    2. Click on the "Countries & States" menu
    3. Click on the "Delete & Reset" button - this will delete the database of country & state
    Fixing the Temps with issue:

    The only solution for resolving the existing contacts is to manually change the XML and change the state name to Virginia from VA and Pennsylvania from PA. Our team has made the changes for you so the Temps should work now.

    Please try them and let us know if we can be of more help.
    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

    Working...
    X