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Opportunity Record Type Rule Not Working

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  • Opportunity Record Type Rule Not Working

    I have a rule in C&P Settings that sets the record type to Education Event if sku starts with EVT. This rule is not working. An example is Order# 21914-1906041801032121228. All other custom mapping rules are working properly. Amanda did some initial triage on the Support call but could not find the defect. I have granted access. C&P Account# 21914. Salesforce Org ID 00Df20000015552.
    Last edited by donhemrickjr; 06-05-2019, 03:19 PM.

  • #2
    OK, Don, I think I may have found some of the culprits.

    So you have these workflows going and active. Because they are triggered when a record is getting created, they are just sort of lingering to mess with the Opportunity as it's getting created.
    Most of them are setting up a standard naming on your Opportunities- and you could easily restructure this by using Opportunity Names in C&P Settings instead, and then it's the PaaS app that's managing it as part of what it's doing- so that's just a better practice. You could also manage that in NPSP Settings- but don't forget NPSP does its stuff after PaaS has finished creating the Opportunity record, so it can overwrite names too.

    Use that field history trick to help see what things are getting changed and when. Workflow rules will run before an Opportunity finishes getting created.

    And I haven't even looked at your Processes yet...


    Regards, Amanda
    C&P Live Support

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    Regards,
    Click & Pledge Support Department

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    • #3
      I deactivated all workflows and processes associated with the opportunity object and reposted the transaction with the same result. Also, I have four custom mapping rules associated with sku EVT that are working properly.

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      • #4
        Don,

        We are reviewing ; please expect further updates early next week.

        ~ Amanda
        C&P Live Support
        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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        • #5
          I removed the custom mapping rule related to the donation record type and I reordered all of the opportunity mapping rules for record type and will monitor if this makes a difference. I've corrected all of the opportunities where the record type was not mapping correctly.

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