Correcting Errors in C&P Data
If there's an error in processing the data passed from Click & Pledge to Salesforce it will be indicated in the C&P Data entries. Here's how you can re-create the C&P Data and cause the transaction process to re-fire
Select the Error view.
Before we can fix it we have to clean up any data from the failed attempt
This will result in something like this.
Notice how we can't delete the transaction from the list view? We have to click into it and delete the related custom questions first.
Now we have the transaction open... so Scroll down
and at the bottom you'll see the Related custom questions
Next we need to delete the transaction for the bad data so we can create a new one.
Locate and delete the Transaction
Finding the offending order can be a bit troublesome, but you can use the column headers at the top to sort by any column, so if you click the order number then the most recent or oldest gifts will be at the top. You can also (like any other list view) add columns to the page, such as Created Date or Transaction Date and then sort the list on those.