Knowledge Base

Donor Management with Salesforce: Troubleshoot Problems Posting to Salesforce

At times transaction data may not post to Salesforce due to connectivity problems. In most cases, the issue is due to a disabled connection user.


This article will help you troubleshoot the problem and assist you in fixing the issue. This includes:
 
  1. Video: Identifying the Error
  2. Step-by-step Instructions
  3. Instructions to test your connections
  4. Use C&P Data tab to view errors
  5. Post missing data to Salesforce
  6. Deactivate Salesforce’s Password Expiration
 

Video: Identifying the Error


The following summarizes the key steps for identifying the root cause of the problem.
 

1-Minute Video:

 
 
 

Step-by-Step Instructions

 


Typically posting issues are the result of a password or token change. If the password for the login used to allow Salesforce access to Connect expires, you will need to re-verify the Account or the transaction information will not post. In essence, the integration is broken until the account is granted access again.

Please refer to Connect: Third Party Integration for instructions to link your Click & Pledge account to Salesforce in Connect.
 

Instructions to test your connection

  1. Login to the Connect
  2. Click on Settings in the App Launcher ()
  3. Click on 3rd party Integrations
  4. Click “Edit” button of Salesforce Connection
 
 
  1. Click on Verify and check the resulting message. Does it verify?
 
 

Use C&P Data tab to view errors


Transactions post to Salesforce by creating a C&P Data record containing the transaction data in XML format. Check if the transaction is in the C&P Data tab. If so, click on the order number to open the transaction and scroll to the bottom and check for any errors as show below:

 
 
 
 

Post Missing Data to Salesforce


If your connection between your Click &Pledge account and Salesforce was broken, you may easily post the missing data back to Salesforce.
 

Deactivate Salesforce’s Password Expiration


For many customers, you may wish to deactivate Salesforce’s password expiration to ensure your Click & Pledge information posts to Salesforce.


Salesforce Documentation: Data Security: Set Password Policy

 


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