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  • Reset Security Token - Lost Donor Info

    I recently had to reset my password with Salesforce, which prompted the automatic update of our security token. I biffed and did not reflect this change on the C&P side of things. Now, I know that some donations came through, but they did not get processed into Salesforce and I need to know how to update Salesforce with all the information that was not processed.

    Also, it seems that the connection between these two platforms no longer requires a security token? I just reconnected C&P to SF simply by signing into Salesforce after being prompted. Does this mean that this issue will not occur again?

    Thanks in advance for your help.

  • #2
    Good day @Jamie,

    I moved this post to the "Salesforce Donor Management" channel as your question is not related to the API Class Library. The API Class Library is the programming group dealing with developing back-end solutions based on Salesforce API.

    The answer to your questions:

    The new OAuth method will no longer require the token and such will never expire. The only way the new connection will fail is if the user that was used to connect the applications is no longer active. As long as that user is active and is an admin the connection and related activity will not expire. I hope that answers the question.

    Now about the data that might not have posted. This is easily remedied by posting this data back to Salesforce. Please see: http://help.clickandpledge.com/custo...ticles/2084081

    I reviewed your Salesforce installation and noticed that you are not on the latest release. The following are versions you have currently installed: Click image for larger version

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    You may want to read about the new releases:

    Release notes:We strongly recommend that you upgrade to the latest release. If you need help we can also upgrade your instance at no cost. All we need is for you to grant us login access and post a request to the channel for upgrade requests: http://forums.clickandpledge.com/for...ade-assistance

    Please let us know if we can be of any further assistance.
    Last edited by CnP.Support; 08-15-2015, 10:52 AM.
    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
      Thank you!

      I suppose I didn't look close enough, but is C&P Connect supposed to replace the prior C&P Portal, entirely? (https://portal.clickandpledge.com/)

      I've used C&P Connect, not extensively but thought that we were still supposed to use the original portal for admin. Anyhow, the video was as straightforward as it gets... I went ahead and posted all the Transactions which are listed as either "Not Posted" or "Error". After about 5 minutes tho, I have no seen any of these posted in Salesforce. Temporary Contact remains blank, when I search the C&P Transactions tab within SF they are not listed, either.

      I hope we can figure this out! Thanks!

      - Jamie

      Comment


      • #4
        Good day @Jamie,

        The portal is on its way out to retirement. Features are being moved constantly to the Connect platform but for now some features are still in Portal and as such still need to be used.

        When searching for a transaction always check C&P Data first. Has the data posted?

        Please grant us login access and the Order Numbers for these transactions and we can review them.

        In Connect, after a post, you can see the C&P record ID in Connect so you should be able to easily find the record. Once we have access we will review and get back to you.
        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
          LogIn Access Granted.

          Order Numbers:

          158217201063414728646
          1508061249498123801
          150805123352316
          1508041530368742001

          Comment


          • #6
            Good day @Jamie,

            Is it OK if we upgrade your instance while reviewing your setting?
            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
              Yep! Totally fine.

              Comment


              • #8
                Good day!

                We have upgraded your account as requested.

                In reviewing your account we noticed that your account is not connected. Please see:

                Click image for larger version

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                Once you verify the connection you have to check the "Enable" button and add your email so you are notified in case of an error.

                The option to enable/disable is there in case you may want to temporarily disable the connection. At times we have clients that develop code and in a set time period they choose not to have data posted.

                Please enable it and try posting it again. Let us know if this fixes the issue.
                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
                  Albeit very quietly and under my breath - I just said "Wonderful, wonderful, wonderful!"

                  ... issues seem to be fixed.

                  Thank you Support.Department

                  Comment

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