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Matched Contacts Produce No Opportunity upon Repost because Campaign was missing

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  • Matched Contacts Produce No Opportunity upon Repost because Campaign was missing

    This is a continuation of a discussion with Amanda Byrne.

    Hi, Amanda. I have granted you access already.

  • #2
    Amanda, I think I understand why no opportunities were posted. I only had produce opportunities for BILL ME and these are CHECKS. I'll try reposting and let you know. Thanks

    Comment


    • #3
      I tried reposting a CHECK matched contact and it didn't create an opportunity. I also noticed that campaign wasn't listed on the new transaction.

      Comment


      • #4
        Thanks for testing that Dan, I will take a look today. ~ Amanda
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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        • #5
          Hi, Amanda. My repost test produced this error message. It appears you can't just repost and pick up the campaign. probably need to modify the XML.

          "Upsert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Primary Campaign Source is required.: [CampaignId]"

          Comment


          • #6
            Dan,

            You are not creating Opportunities for CHECK because your C&P Settings are:

            Click image for larger version

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            So you are creating Opportunities when they have a custom payment type of " CHECK", not "CHECK". I modified this and tested with order number 50661-180907164235356, and the Opportunity was created appropriately.

            Click image for larger version

Name:	2018-09-14_Dan Buffalo Jewish Federation 02.jpg
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            I will report this so the Developers can add code to strip any space characters from the front and end of the string, but for now I have left the change I made to your settings, and your reposts should start creating Opportunities (as long as they have a Campaign- you may end up cursing the day you decided to add that validation)

            Hope that helps, Amanda
            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


            • #7
              I checked with our team and in version 10, scheduled to be release Q1 2019, you would add these custom payment types individually, rather than entering in a text area separated by semi-colons. Under this situaton, there should be no misunderstanding with extra spaces.
              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


              • #8
                Ha! Did you hear my palm hit my forehead? I do regret making campaign required but it would be chaos for posting pledges without it.

                So the issue still remains that we can't repost a trans that was entered before the campaign was added to the event. Right? Is my only recourse to delete and reenter the trans?

                Comment


                • #9
                  Yes, that is the best course of action.
                  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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