Salesforce: Interaction record not creating Opportunity?

This article will address "broken" Interaction records that did not create an Opportunity record. If you receive a ticket stating "Missing Opportunity for student", this article is for you. 

Solution 

1. Opportunities are created by Interaction records, but sometimes those Interaction records don't create the expected Opportunity. So the first step is to use the top search bar to search for the Student in Salesforce and view related Opportunities - search for the Opportunity related to the reporting institution and term/year
2. If missing, review umsbatch_ApplicantData.csv -- remember, these Interaction records are created by an Informatica process that receives a .csv file from Mainestreet and upserts this into Salesforce. To access this file, sign into Viscosity VPN. Once signed into VPN, open WinSCP and navigate to: /var/lib/informatica/ums/dropbox. Right click on umsbatch_ApplicantData.csv and download. 
3. Open the .csv file and search for the student's emplid and match their emplid with the correct institution campus code. Once you find the student and matching institution, highlight the row with a color. Sort column by that highlighted color. This tells us the student SHOULD have an Interaction record. 
4. Now we've confirmed this student SHOULD have an Interaction record for the reporting Institution and term/year in the ApplicantData.csv file, we will use the top search bar in Salesforce to search for the student and assess their Interactions, alternatively you can go to the Interactions object. View the student's Interaction records and search for an Interaction related to that campus and term/year. Open that Interaction record and view the Opportunity link on that record. If there isn't an Opportunity linked on that Interaction record, change field: "Interaction Status" to new, and the automation that creates an Opportunity and relate it to an Interaction record  will trigger.
5. If you set the "Interaction Status" to new and Opportunity is still not created, troubleshoot the issues that could be causing this and remediate, i.e.: In order to create an Opportunity, the Interaction Record must have the following fields filled out: Admit Type, Career, Institution, Either Application Major or Recruitment Interest. If missing these, review ApplicantaData.csv file and correct with the data found within and adjuist the Interaction Status back to "New' to kick off the Interaction Trigger once more. 
6. Interaction records may return an error of: Error upserting Contact: DUPLICATE_VALUE - duplicate value found: EMPLID__c duplicates value on record with id: 0036f00003VSNg3 - Find the interaction record,and determine the EMAIL field on the Contact. It is likely different from the email noted in the Interaction Record. Change the email on the Interaction record to match the Contact record, and change "Interaction Status" back to "New" to kick off the Interaction Trigger once more. 

Environment

• Salesforce

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