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Jessie Rymph (Sopra Steria) ๋‹˜์ด Nonprofit Donation Receipt Support์— ๊ธ€์„ ์˜ฌ๋ ธ์Šต๋‹ˆ๋‹ค

@Mike Rusch asked why his code is failing on 1/3 of his records. They have "Your documentation says it should run on a contact if Oppty is Close Won and Oppty date is last year." Those contacts also must have the rollup field 

  • Contact Criteria: Total Gifts Last Year > 0

You could check out what logic you have going in that rollup field in case you modified it in customizable rollups. Otherwise, pick out a contact that should have been included and share some screenshots, but make them anonymous! 

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  1. 2024๋…„ 2์›” 1์ผ ์˜คํ›„ 6:51

    @Jessie Rymph Thank you, super helpful.  Looks like the ultimate problem was there were a lot of opptys and the default text field size was too small.  So, I increased the size of the field and all ran as expected.  Thanks!

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