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I'm attempting to create an Opportunity object via the php soap API. I can create a Single Donation just fine.

The problem stems from the Recurring Gift you must create to attach it to the Opportunity with a Record Type of Recurring. I can create the Recurring Gift fine, attach it to the Contact fine, but when attaching it to the Opportunity, I get the validation error,

The Pledge/Recurring Gift with ID: XXXXXXX does not have a Recurrence Schedule set. From the Pledge/Recurring Gift, click Save under the Recurring Information section.

The same thing happens when trying to create it manually within Salesforce. The field it's referring to is this one:

field

Until I literally click "Save Schedule", it can't be attached to the Opportunity. There has to be a workaround or a way I can do this programmatically?

  • is this a non profit package for SF or your custom recurring code for the opportunity? – Eric Dec 8 '15 at 2:36
  • What is "Recurrence Schedule set"? Looks like you will have to create a "Recurrence Schedule set" record, link it to Pledge/Recurring Gift record and then save. – Salesforcesmarty Dec 8 '15 at 2:52
  • @Eric, the non profit package – Grant Dec 8 '15 at 2:53
  • I'm not finding a "Recurrence Schedule" in my WSDL, I have no idea what it is. I'm very fresh to SF, is there a way to hunt down where that record would exist? @Salesforcesmarty – Grant Dec 8 '15 at 2:54
  • Do you see any methods to create a schedule? Or post the method definition for Recurring gift creation method. – Salesforcesmarty Dec 8 '15 at 10:33
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Using SoqlXplorer, I was able to compare 2 Recurring Gifts. One that I had pressed "Save Schedule" on, the other was fresh from the API call.

Comparing them, there were a few fields, cv__RecurrenceInterval__c, cv__RecurrenceType__c, cv__Next_Payment_Date__c, cv__Paid_Through__C, that were different. By adding the appropriate values, it integrated fine with the Opportunity! I could not have found the differences as quickly without SoqlXplorer. Saved my butt big time!

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