Sandbox not posting to Opportunity
I have a sandbox installation which you all have helped me with. It is connected to production and I have set up opportunity postings and oppty contact role postings but I don't seem to be getting any records posted. I have not set up any Account or Contact record types nor owner settings (I am assuming without a setting for record type it will just use the Salesforce default. Is that true?
I'm guessing I haven't fully set up C&Pay but I'm not sure what I'm missing. I am working through the guide documents but will be leaving for the week next week and would love to have the system posting to the sandbox while I'm away.
Note I had removed all settings for a period when I didn't want C&Pay to post and had to reinsert them when I was ready to start testing. I'm sure I broke it when doing that.
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Official comment
Thanks for attending our Live Support Zoom meeting today to discuss your questions. Let us know if there's anything else we can do to help.
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Digging a little deeper I found that we have no temporary contacts or accounts. And while we have transactions in C&P Data, they are associated with an error:
Upsert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Please enter the name of the campaign activity from which this contribution came. In a pinch, you can use "Unknown" or "Individual Initiative": [CampaignId]
I notice in the xml there is no campaign nor Connect campaign alias in the data. There IS a SKU value but I did not map that value to any campaign in the sandbox. I checked and I had not set up Campaigns in C&Pay, even a default, so it appears this must be the problem. I expected if there were no campaign set up the transactions would just go into a generic campaign, but is that not happening? I have now set up some campaign mapping and hoping that will resolve this issue.
Finally, is there a clear and simple elucidation of the minimum settings for the system to work?
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Yes, thank you!
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Carl & all -
We have a similar set of issues - did C&P get back to you and tell you what the minimum settings are? That information is not here in the thread. Thanks.
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Hi Jeff,
Here's what I hadn't understood, and where the fix was made (which worked for us). Under Settings and under the Campaign section, there are two places where you can set up the campaign mapping. I had set up a transaction mapping but not a “Primary” mapping. The “Primary” mapping is where the system maps the Primary Campaign Source field on Opportunity (sometimes called “Contribution” or “Donation”). Since I hadn't set that up, nothing was mapped to that field. And since we require a value in Primary Campaign Source, the record can't be saved. Once I set that up records started being saved.
Here's a screen grab of where you do this (again, in settings in Click and Pay Suite in Salesforce):
Hope that helps. BTW, any relation to Alex (the climber)?
Cheers,
Carl
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Note if this isn't your issue, feel free to post back with more info. C&P support are really helpful, but I may have some practical thoughts that might help.
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One more thing. In the image above, you can set up a default mapping on the Default tab that will set the primary campaign source for cases where there is no Primary mapping that captures the campaign. And note I'm still trying to get the campaign system working exactly as I want it to - it's a complex system that is hard to set up, and all C&P users need to stick with a protocol you set up.
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