My Click and Pledge Salesforce integration stopped working sometime between mid April and the beginning of May, and I haven't been able to get it connected again. We're still receiving donations via Click and Pledge but none of the information is flowing into Salesforce. How can I correct this? I have recurring donations that have been coming in as scheduled, but in Salesforce it looks like the payments stopped in April and I can't find a way to manually input the donations for May and June.
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Good day @Caitlin,
Sorry for the trouble you are having. I am surprised that you can't get it connected as connection is quite easy.
Are you following the steps outlined here: http://forums.clickandpledge.com/art...-to-salesforce
Connection to Salesforce is extremely easy and should not take you more than a minute. It is as easy as logging in and allowing connection. Please see the above article.
In reviewing your account I see that your account is connected. Here is the image of your account:
I see that you have not listed an email for notification in case of error. Please add your email so you are notified if there is a problem with the connection.
You may push the data back to Salesforce by visiting Connect and reviewing the following article:
Based on our review of your account the following transactions were not posted:- CNP:1505051335113911562
- CNP:1505220917454077797
- CNP:1505220927180794387
- CNP:1505220934471104121
- CNP:1505220957009387146
- CNP:1505261235048590983
- CNP:1505271524576715976
- CNP:1506080953182184978
- CNP:154111014610532926084
- CNP:15511923975532928511
- CNP:15611774430532940477
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
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The Connection between Salesforce and Click and Pledge is not working and when I click Verify - I get Error Occurred. I have been using Click & Pledge with Saleforce since July Last year with no connection problem.
I have double checked the web site "SavRK" and the Salesforce.com Organization ID is correct.
We have several "Events" out and really need this link back as no credit card transactions are not processing.
I have granted access to Click & Pledge into my Salesforce. # 22109Last edited by Savannah RK; 03-02-2016, 07:00 AM.
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Good day!
Please start a new thread when reporting or asking a new question. Mixing threads makes it hard to follow the discussion.
We cannot test your connection issue as we cannot login as you when trying to connect. What is your Salesforce Organization ID so we can review your installation.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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Good day @Savannah RK,
We reviewed your installation version and your instance is in an extremely old release.
Please see the release notes & support dates: http://manual.clickandpledge.com/Sal...ase-Notes.html
The version you are on was retired- Release 8.5003: October 21, 2014 [Support Ended December 17, 2014]
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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