Salesforce Upgrade - Dream Project Inc

[pillaymk]

Please upgrade our sandbox instance to test the click and pledge application integration with salesforce.
Our Org Id: 00DDz000001qdMk
I have granted account login access to click and pledge for a week which ends on 07/13/2023

Thanks!.

[CnP.Support.AM]

Good day @pillaymk

We have upgraded your Sandbox instance with Click & Pay Suite.

Please see this post: Announcing Salesforce Sandbox Synchronizer - ClickandPledge.com Support Forum

Please install the "Salesforce Sandbox Synchronizer" app in the Production instance and set it up so it posts data from your production to your Sandbox so you can test it and make sure all is OK.

Please check and let us know if we can further assist.

[pillaymk]

Hello, I am trying to test the sandbox environment with Click and pledge. I have a question. I am trying to establish connection in the C&P settings. In the 3rd party integration, under salesforce,
If I choose "Sandbox" as the "Account Type" will my campaign data gets moved to Sandbox?.
Later, if I switch the connection to production would I be able to transfer the same data to production?

[CnP.Support.AM]

Good day @pillaymk

You do not need to establish a connection to Sandbox.

Please see this post: Announcing Salesforce Sandbox Synchronizer - ClickandPledge.com Support Forum

Please install the "Salesforce Sandbox Synchronizer" app in the Production instance and set it up so it posts data from your production to your Sandbox so you can test it and make sure all is OK.

Please check and let us know if we can further assist.

[pillaymk]

Ok, I haven't installed the Click & Pledge app in the production yet. We are still in the testing stage in sandbox. Can I install the "Sandbox synchronize"r in the Production without the Click and Pay App installed?. Will this tool work without installing C&P app in production?

[CnP.Support.AM]

Yes, the "Salesforce Sandbox Synchronizer" app is to test the Sandbox with live data posting to your Sandbox without installing the new Click & Pay Suite in Production. You need to install the "Salesforce Sandbox Synchronizer" app in the Production instance and follow the instructions to establish the connection so the data will start posting from Production C&P v9 to Sandbox Click & Pay v10 to test it.

Hope that helps

[pillaymk]

I think it is not clear. This is my first installation of click and pledge. I do not have C&P V9 installed in production. I am using the app very first time. So my question is how do I test the app in sandbox for the first time without involving production. This goes to my very first question.

I am trying to test the sandbox environment with Click and pledge. I have a question. I am trying to establish connection in the C&P settings. In the 3rd party integration, under salesforce,
If I choose "Sandbox" as the "Account Type" will my campaign data gets moved to Sandbox?.
Later, if I switch the connection to production would I be able to transfer the same data to production?

[CnP.Support.AM]

Good day @pillaymk

I apologize that I missed that point.

If I choose "Sandbox" as the "Account Type" will my campaign data gets moved to Sandbox? Yes, all transaction data will post to Sandbox.

Later, if I switch the connection to production would I be able to transfer the same data to production? Yes, once you establish the connection with Production, you can post all of your data to your Production instance from CONNECT portal.

By following the steps shown in the below images which are also specified in the slides shared in the above KB article, you can post the data to the connected Salesforce instance:





In case of mass posting, you can share the start date and end date with us so that we can mass post the data to your connected instance.

Hope that answers your question. Please let us know if we can be of any further assistance.

[pillaymk]

Super. That answers my question. Thanks!!.

Here is another problem. I configured the connect to point to Sandbox. The connection was successful. I was waiting for all my transactions to be posted to the sandbox instance. But didn't happen even after waiting for more than 6 hours. So I tried posting one order manually from the connect portal. I got an error through an email message. Please see the error below. It doesn't look like the connection is working. How do I see log files to analyze what and where the error is happening and how to fix it?. Let me know if you can help.


Email from C&P:

Salesforce Update Failure
Sorry but we are having problem with your Salesforce account.

Account Information:

• Click & Pledge account name: Dream Project, Inc.
• Click & Pledge account #: 61855
• Salesforce Organization ID: 00DDz000001qdMk

Please follow the steps below to verify the connection & update the information:

• http://cnp.ooo/SFConnection

If you have any questions please give us a call at 866.999.2542 or email us at
[email protected].

[pillaymk]

I tried disconnecting the salesforce connection and re-established it again. Now, I get the following error:

"Sorry but we are unable to establish connection to your Salesforce instance. This may be due to a number of factors such as an out-date installation or missing components. Please grant Click & Pledge support access to your Salesforce account and contact support for review of your instance. Read more..."

Note:If I remove the "Connect to Click and Play Suite" Checkmark then I can connect. But no use. Data is not posted to salesforce. Looks like some components are not properly installed. Please check.

I am giving access again and here is our instance details:

Our Org Id: 00DDz000001qdMk
I have granted account login access to click and pledge

[CnP.Support.AM]

Good day @pillaymk

Would you please try to establish the connection now by checking the box for "Connect to Click and Play Suite" and let us know if that works?

Please note that previous transaction data will not post automatically to the connected instance. You will need to manually push them or share the start and end of the transactions with us so that we can mass-post them for you.

[pillaymk]

Still the same issue.


"Sorry but we are unable to establish connection to your Salesforce instance. This may be due to a number of factors such as an out-date installation or missing components. Please grant Click & Pledge support access to your Salesforce account and contact support for review of your instance. Read more..."

[pillaymk]

i tried another browser also. Still the same. FYI, first time I tried in safari and now in edge.

[CnP.Support.AM]

Good day @pillaymk

We have upgraded your Sandbox instance with the latest version of the Click & Pay Suite which addresses the issue with the integration. Please try to establish the connection now and let us know if that works.

[pillaymk]

Hello,
Thanks for fixing the connection issue. It works now. Here is my first post to Salesforce from C&P donation portal. When I try to "Process" the data in the C&P Data section in the salesforce click&Pay suite, I get the following error:

CnP Data-230714-0000000
C&P Account Number 61,855
Name ELIZABETH GIBBON
Order Number 61855-230712085700397
Contact
Transaction Result Authorized
Data XML
<?xml version='1.0' encoding='UTF-8'?><CnPTransactionData><Version>40</Version><PostedDateTime>2023-07-14 12:03:09</PostedDateTime><Application><Name>Connect.Forms</Name><Version>1.5</Version></Application><Connect><CONNECTcampaignAlias>homeeve nt</CONNECTcampaignAlias><CONNECTcampaignName>Senator Barbara Favola and Julie Zalkind invite to you</CONNECTcampaignName><CONNECTcampaignStartDate>2023-07-03</CONNECTcampaignStartDate><CONNECTcampaignEndDate>2 023-07-22</CONNECTcampaignEndDate><CONNECTcampaignExpectedRev enue>0.00</CONNECTcampaignExpectedRevenue></Connect><Patron><BillingInformation><BillingFirstN ame>ELIZABETH</BillingFirstName><BillingMI></BillingMI><BillingLastName>GIBBON</BillingLastName><BillingEmail>[email protected]</BillingEmail><BillingPhone>5714382967</BillingPhone></BillingInformation><BillingAddress><BillingAddress 1>600 N Kenmore St</BillingAddress1><BillingAddress2></BillingAddress2><BillingAddress3></BillingAddress3><BillingCity>Arlington</BillingCity><BillingStateProvince>Virginia</BillingStateProvince><BillingPostalCode>22201</BillingPostalCode><BillingCountryName>United States</BillingCountryName><BillingCountryABV>US</BillingCountryABV></BillingAddress><CustomParameters><Parameter><Field >SocialComment</Field><Value></Value></Parameter><Parameter><Field>SocialCommentStatus</Field><Value>0</Value></Parameter><Parameter><Field>FullName</Field><Value></Value></Parameter></CustomParameters></Patron><TransactionDetail><OrderNumber>61855-230712085700397</OrderNumber><ReceiptNumber></ReceiptNumber><TransactionID>20640101</TransactionID><OrderMode>Live</OrderMode><Tracker></Tracker><Campaign></Campaign><ConnectCampaignAlias>homeevent</ConnectCampaignAlias><TransactionType>Live</TransactionType><OrganizationID>61855</OrganizationID><OrganizationName>Dream Project, Inc.</OrganizationName><CurrencyCode>840</CurrencyCode><AuthorizationCode></AuthorizationCode><WindowName>Default Form</WindowName><WindowId>92da620d-3e6e-417f-b5e4-70923a78b33e</WindowId><GatewayId>15</GatewayId><GatewayTransactionNumber>ch_3NT2b7H8mU0 lDjNK1CU0IHEt</GatewayTransactionNumber><TotalCharge>263.33</TotalCharge><TotalDue>263.33</TotalDue><DeductibleCharge>250.00</DeductibleCharge><DeductibleDue>250.00</DeductibleDue><DiscountCharge>0.00</DiscountCharge><DiscountDue>0.00</DiscountDue><TaxAmountCharge>0.00</TaxAmountCharge><TaxAmountDue>0.00</TaxAmountDue><TransactionDiscountCharge>0.00</TransactionDiscountCharge><TransactionDiscountDue> 0.00</TransactionDiscountDue><TransactionTaxCharge>0.00</TransactionTaxCharge><TransactionTaxDue>0.00</TransactionTaxDue><SurCharge>0.00</SurCharge><ChargAmount>0.00</ChargAmount><ChargeAmount>0.00</ChargeAmount><CouponCode></CouponCode><TransactionDate>2023-07-12 08:57:00</TransactionDate><TransactionTimeZone>2023-07-12 08:57:00</TransactionTimeZone><UrlReferrer>https://connect.clickandpledge.com/O...ign/homeevent/</UrlReferrer><VaultGUID>a4e535c2-2404-4ea6-925d-0ff71e0ba4f3</VaultGUID><TransactionResult>Authorized</TransactionResult><PaymentMethod><PaymentType>Cred it Card</PaymentType><CreditCard><NameOnCard>ELIZABETH GIBBON</NameOnCard><CardNumber>1479</CardNumber><CardName>VISA</CardName><ExpirationDate>2312</ExpirationDate></CreditCard></PaymentMethod><CustomParameters><Parameter><Field> GiveBigCampaignId</Field><Value>143354</Value></Parameter><Parameter><Field>PostItID</Field><Value>0</Value></Parameter><Parameter><Field>PostItAlias</Field><Value></Value></Parameter><Parameter><Field>PaymentWidgetID</Field><Value>86846</Value></Parameter><Parameter><Field>Pay-204</Field><Value>Site.20230706.004.007.004</Value></Parameter><Parameter><Field>ConnectCampaignId</Field><Value>143354</Value></Parameter></CustomParameters></TransactionDetail><OrderItemList><OrderItem><ItemI D>1400</ItemID><ItemName>Friend</ItemName><Quantity>1</Quantity><UnitPriceCharge>250</UnitPriceCharge><UnitPriceDue>250</UnitPriceDue><UnitDeductibleCharge>250</UnitDeductibleCharge><UnitDeductibleDue>250</UnitDeductibleDue><TaxAmountCharge>0</TaxAmountCharge><TaxAmountDue>0</TaxAmountDue><DiscountCharge>0</DiscountCharge><DiscountDue>0</DiscountDue><SKU></SKU></OrderItem><OrderItem><ItemID>1401</ItemID><ItemName>Additional Fee</ItemName><Quantity>1</Quantity><UnitPriceCharge>13.33</UnitPriceCharge><UnitPriceDue>13.33</UnitPriceDue><UnitDeductibleCharge>0</UnitDeductibleCharge><UnitDeductibleDue>0</UnitDeductibleDue><TaxAmountCharge>0</TaxAmountCharge><TaxAmountDue>0</TaxAmountDue><DiscountCharge>0</DiscountCharge><DiscountDue>0</DiscountDue><SKU></SKU></OrderItem></OrderItemList></CnPTransactionData>
Status ID 0
Message Insert failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [Time]: [Time]
Installed Apps Application Name: Connect.Forms- Version Number: 1.5
Installed Packages: Click & Pay Suite (v10.23070005)