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Can't add C&P account in sandbox

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  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • dmcheng
    replied
    Sorry I just granted login access. Yes please upgrade in the sandbox.

    Leave a comment:


  • CnP.Support.AM
    replied
    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

    Leave a comment:


  • dmcheng
    started a topic Can't add C&P account in sandbox

    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
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