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Can't add C&P account in sandbox

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  • Can't add C&P account in sandbox

    I have a client with click and pledge in production. I created a sandbox and want to add a C&P Account, but there is no Add button on the C&P Accounts page.

    Also, when I go to About C&P Apps, no apps are listed, even though the packages are installed.

    The sandbox org Id is 00Dc0000003kPQM. I have granted login access.

    Thanks
    David Cheng

  • #2
    Good day @dmcheng

    We don't have access to above sandbox instance. Please grant us access and let us know if you would like us to upgrade with latest versions of our apps in above Sandbox.

    Please note that, since the release of PaaS Ver#9.4017 C&P Accounts are no longer needed to be added to Salesforce as the connection will automatically add the required information to Salesforce. See the release note: https://forums.clickandpledge.com/fo...release-9-4017

    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


    • #3
      Sorry I just granted login access. Yes please upgrade in the sandbox.

      Comment


      • #4
        Good day @dmcheng

        We have upgraded your Sandbox instance as requested.

        It is absolutely important that you re-establish connection between Click & Pledge and Salesforce. With this update C&P Accounts are no longer needed to be added to Salesforce as the connection will automatically add the required information to Salesforce. It is extremely important that you login to the connect & re-establish connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce. With this release 2 more variables are added to Salesforce with each account and as such it is important that you login and set up the connection again for all your connected accounts.

        To establish connection please see the following KB article: http://cnp.mn/2dzgsms

        Release notes:
        API Class Library 5.1703010003
        Release notes: http://cnp.mn/2i6NErS

        PaaS 9.1703090007
        Release notes: http://cnp.mn/2i6VAt5

        Event 5.1703010005
        Release notes: http://cnp.mn/2i6RroQ

        Please let us know if we can be of any further assistance.
        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

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