1 answer
I'm doing some testing in our sandbox which is a refresh of our Production. I'm getting some mapped fields not populating even though the value shows up on the Interactions object record
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Group
Interactions
Trying to test our API integration in our Sandbox and I'm getting:
Audit Reason
null Reason: Interaction has an Opportunity Key, but could not find associated Opportunity in the system. Please verify that the Opportunity Key is valid.
This is working in production just fine and I'm unable to pinpoint the difference between my prod and Dev environment. Any suggestion, please?
1 answer
RESOLVED: I did not have my Interaction Mapping configured
I have found a recurring issue in which Interactions are not updating information on the Contact object. It's very sporadic on when this is happening, but has been going on for a long time from what I can see digging into this. We use FormAssembly as a form tool for our inquiry forms and admissions application. The information is on the forms and is pushed to Interactions. I can see the fields filled out correctly on the Interaction, however when it creates the Contact and related Opportunity, it is not pushing that information through. And it's very critical information such as birthdate and other biograph information, as well as lead sourcing information for our marketing team. While I have been able to pinpoint this problem, I have no idea how to resolve it! Any ideas??
2 answers
Hi @Alicia Santanella, I also use Formassembly and push to Interactions. Sounds like the Contact is being created it's just missing vital field value info. Can you check two things on the Interactions mapping, that have also caused me similar issues? 1) check that the Interactions to Contact mapping is active and mapped to the correct fields with both objects. 2) make sure that it's active and that you have the correct "Skip Mapping" set. I'm assuming that when you check the Interaction record that is created, the fields in question are populated?
I'm looking for continuing education programs who are using salesforce. We are at the very beginning of an implementation. Do you use Salesforce for registering non-credit students in continuing ed classes etc?
We are using PARDOT as well. It seems like a clear answer about communities vs form builders vs other work arounds has not come forward. We are literally in the first days of our use case and discovery and want to go live in a couple months. We need to take payments, allow for open enrollment and other types from events to courses. Any updates would be fantastic.
9 answers
We are in the process of implementing Non-Credit course registration in Salesforce using EDA and our customized version of EASY (https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000kHj7SAE), which we launched as our for-credit admissions & applicant portal last August (managing admissions & recruiting for our 2 year college, 4 year college and all 8 graduate schools). We're using Communities (applicant portal) along with Lightning Web Components (RFI's). On the Undergraduate side, we take confirming & housing deposits within Salesforce using integration with TouchNet Marketplace. We will use the same payment process for non-credit registrations in Salesforce. The only big change that is specific to non-credit is an integration to our Canvas LMS to give them immediate access to their course after completing their registration form & payment. We also use Pardot & Marketing Cloud. Full disclosure, we are more team build than team buy, and this was not a small custom development lift.
Hello! I am working with EDA and Interactions and am wanting to set up a duplicate matching rule that references Student ID as well as FN, LN and email. I have tried several different orders to my syntax, but Interactions keeps making a duplicate contact instead of matching on Student ID. Does anyone have a matching rule that does this, or can you see a problem with my syntax? Thanks!
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Hi folks,
Anyone ever receive this error before and know how to resolve it?. I can manually create a new Interaction to a Contact record but when using Formassembly every one an a while I get this inconsistent error message:
1.1. Create Interaction__c - INT_Interaction: execution of AfterInsert caused by: System.SObjectException: SObject row was retrieved via SOQL without querying the requested field: Contact.AccountId Class.INT_InteractionProcessor.convertLeads: line 687, column 1 Class.INT_InteractionProcessor.processInteractions: line 238, column 1 Trigger.INT_Interaction: line 34, column 1
1 comment
SOLVED: my duplicate rule was missing Contact Account matching rules
12 answers
Sure! We are launching a couple of programs next week but after the 23rd would work for us if that works for you. You can email me at Brandelle-unkrich@uiowa.edu<mailto:Brandelle-unkrich@uiowa.edu > and we can get something set up.
Brandelle
We would like to bring in contacts into Salesforce from a Data Warehouse, although we are unsure of the downstream effects of changing the "Interaction Contact Action Duplicate Rule" action on create from "Block" to "Warning". Can anyone shed some light on this?
@James (Jim) Rigney @Ben Bettin @Tom Kelleher @Buyan thyagarajand
cc: @Thuthu Tonnu @Sarah Maze
2 answers
Hi John, I believe the code of Interactions will not insert the records even if rules are set to warning. If you are familiar with Apex, you could make some code changes which would allow warnings to insert.
I've downloaded and installed both EDA and Interactions in a fresh sandbox, following the steps from the Configuration pdf from github. It works fine for inserting new Opportunities. However, I'm getting the following error when trying to update an existing Opportunity record-
INT_Interaction: execution of AfterInsert
caused by: System.NullPointerException: Attempt to de-reference a null object
Class.INT_InteractionProcessor.convertLeads: line 470, column 1
Class.INT_InteractionProcessor.processInteractions: line 188, column 1
Trigger.INT_Interaction: line 27, column 1
Error log:
https://pastebin.com/6Tf4xf1dAny help is appreciated. Thanks!
7 answers
Hi @James (Jim) Rigney ,
Maybe this will help: https://drive.google.com/file/d/1YirH-JVWxahnCw5zntumUqyUaWCIyxRo/view?usp=sharing