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  • Connecting Connect Campaign to Salesforce

    Hello. We're just getting started with Connect. I just watched a tutorial and demo video which talks about a tab on the left for "Salesforce Campaigns". We don't have such a tab when we log in to Connect, but we are integrated with Salesforce via PaaS, Library, and Events. Is there something else we need to do? Thank you.

  • #2
    Good day!

    The feature you are looking for will ONLY show if your account is connected to Salesforce. This does not have anything to do with the apps being installed. The connection has to be established so the data can post.

    Please see your account below:

    Click image for larger version

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    This account is NOT connected.

    Please see: http://help.clickandpledge.com/custo...and-salesforce

    Once the connection has been established you will see the connection.

    Hope this helps.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #3
      I found this. Giving it a try now. http://help.clickandpledge.com/custo...and-salesforce

      Comment


      • #4
        Good day Jan,

        Please note that your account is NOT connected. No matter what else you do it won't work. You have to first establish connection before doing anything else. Please refer to the KB article I sent earlier.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Thank you. If I'm not mistaken, this is the connection for ALL C&P integrations. We've gone through this step before and had been receiving donations that showed up in Salesforce. Is it possible that this connection was disconnected when we updated our version of Click and Pledge in January?

          In any case, I have our org ID but I am not sure of the URL that it is asking for. THANK YOU.

          Comment


          • #6
            Good day!

            With each upgrade of the API Class Library you need to update the connection. If you were using the legacy UserID / Password / Token combination it would have maintained connection for as long as your password or token was valid. Once either of those expires the connection will be disabled.

            Please enable it now using the new OAuth2 method as provided in the tab in the portal.

            Hope this helps.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              Never mind about the URL, I entered NA14.... and that worked. We are connected, but still wondering what may have happened and whether we need to monitor the status of our connection.

              Comment


              • #8
                Good day Jan,

                If you add the error notification email we will notify you if there is a connection issue. You may add any number of email addresses for notification in case of error.

                Have you added your email to the error list?
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment


                • #9
                  Thank you again. I don't suppose there's a log that shows how long our connection has been down that would be easy to check? We haven't had a lot of donations since the update in January but we've had some. How do we post those transactions to Salesforce?

                  And we did check and enter emails for error notifcation, thought we did that first time as well.
                  Last edited by jmueller; 04-07-2016, 10:17 AM. Reason: added line

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                  • #10
                    Good day Jan,

                    Please see: http://help.clickandpledge.com/custo...ticles/2084081

                    The last error we see in the system was from 10/21/2014. If you want we can push it back to your Salesforce. Once we report the connection error the connection will be removed and no longer reported. We report this once to avoid overwhelming your servers. We have had cases where a site under heavy traffic was disabled and our notices literally crashed their mail server with tons of posts about connection failure.

                    Do you want us to push the data back to Salesforce for the ones we see. WE see 2 in 2014 and 4 in 2013.
                    Regards,
                    Click & Pledge Support Department

                    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                    Comment


                    • #11
                      Thank you for checking. I guess we would be interested in data from 2014 and 2013, but it's strange that you don't show a more recent error. Is it possible that our connection has been down that long--that seems unlikely, especially since I can see 2015 transactions in Salesforce. Is there a way to make sure that we catch any missing 2015 and 2016 donations?

                      Comment


                      • #12
                        I'm sorry. I forgot I was in the Connect section of the forum. The transactions I am referring to were not through Connect but through a C&P checkout page. We have not had any donations via Connect that I am aware of.

                        Comment


                        • #13
                          Good day Jan,

                          Please note that what you see, behind the scene could be different.

                          When we changed the Salesforce connection to OAuth2 we maintained the legacy connections. If your account is working now it means the legacy connection is working and that will post. To make sure all clients switch to the new method we show the status of OAuth2 connection in the SFConenction tab.

                          Currently we do not show errors since once an error occurs we post it once and then disconnect the account. Per your statement your account is posting so it means the old connection is still active.

                          Please visit the Connect transaction tab and review the Salesforce connection column. If any transaction has not posted you will see the status as NOT POSTED.

                          I suggest that you first go to the Portal > Account Info > 3rd Party > SF Connection tab and enable the connection. Once connected go to Connect and review the transactions.

                          As also stated before we can push all the historical failures back to your Salesforce.

                          Hope that helps.
                          Regards,
                          Click & Pledge Support Department

                          On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                          Join us @ the educational webinars: https://clickandpledge.com/webinars/
                          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                          Comment


                          • #14
                            Thank you. So what I understand is that the legacy connection may have been working even though in our SF Connection tab in the Portal showed we were not connected (meaning the new OAuth2 connection had not been enabled. Is that correct?

                            I already updated/enabled the SF connection tab earlier today when you first mentioned it. Would doing that erase any past error log entry? I wasn't quite clear on what you were saying about that, but it sounds more likely that our legacy connection has been working.

                            In any case, I checked transactions via Connect as you suggest and everything seems to have been posted except for a series of fraud charges that I didnt know about until now. We have not been using Connect so I presume Connect is able to read all C&P charges and see whether they have been posted to Salesforce.

                            However, the transaction tab in Connect only goes back 90 days, not quite to the time we did the upgrade. How might we look another month or so before that?

                            Thank you very much, Jan

                            Comment


                            • #15
                              Good day!

                              As for the OAuth the answer to your question is YES.

                              We provide a report for 90 days by default. You may create custom report dating back in blocks of 90 days.

                              I will push all your legacy transactions that are in the system but have generated error. Is it OK to post them?
                              Regards,
                              Click & Pledge Support Department

                              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                              Join us @ the educational webinars: https://clickandpledge.com/webinars/
                              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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