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Primary Contact field is not being set on opportunity

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  • Primary Contact field is not being set on opportunity

    I'm setting up an event and doing some test registrations and the Opportunity Primary Contact field is not being set on opportunity when it is created from the "Additional Payment Option" on an Event. See attached print screen. Can you determine why?
    I have enabled login access for
    Salesforce.com Organization ID 00D2E0000012rpR
    Thanks!
    Attached Files
    Last edited by DWhitig; 08-07-2019, 01:48 PM.

  • #2
    DWhitig ,

    I notice that your user is not a System Admin. Could you assign the permission sets for PS-CnP-Event-All-Permissions, PS-CnP-IaaS-All-Permissions, and PS-CnP-PaaS-All-Permissions to your user, and create the example transaction for the event so we can review?

    Regards, Amanda, C&P Live Support
    Regards,
    Click & Pledge Support Department

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

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    Comment


    • #3
      I have added the permission

      Comment


      • #4
        We have processed one test transaction order#60289-1908090332523711111 and the primary contact is updated to the Additional Donation Opportunity. Please see:

        Click image for larger version

Name:	Primary Contact.jpg
Views:	11
Size:	81.8 KB
ID:	47910
        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


        • #5
          That's great, did you have to do anything special or did it just start working?

          Comment


          • #6
            We simply processed a transaction and it worked. We did nothing.
            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
              Okay! Well glad it's working.

              Comment

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