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What is "Salesforce Remote Access Connection" ?

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  • Rick_McKenney
    replied
    Great. Thanks Me bad I did not "see" the requirement for editing the URL. All is good now

    Leave a comment:


  • CnP.Support
    replied
    Good day @Rick_McKenney,

    The reason you do not see the Seattle Foundation account is simply that you are not a user in that account. That account's user is: Stanton B. - no other users are in that account.

    & the URL does not include /home/home.jsp. The URL is the base URL to your instance. Please try: https://na29.salesforce.com

    Please review the KB article as step-by-step instructions are provided: http://help.clickandpledge.com/custo...and-salesforce

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

    Leave a comment:


  • Rick_McKenney
    replied
    I attempted to verify my primary account and it will NOT verify

    URL https://na29.salesforce.com/home/home.jsp
    ID 00D80000000a7s6

    On the C&P setting page WFH main C&P account shows up with a GUID# 47eafde5-10ed-4187-8843-67191db51986

    I do not see the Seattle Foundation Give big account

    The SalesFoce VET page verifies OK with our main account data.

    Please advise- help

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    None of your accounts are connected:

    Account # 19290 [Set for the Seattle Foundation GiveBig]

    Click image for larger version

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ID:	18881

    and account #: 16448

    Click image for larger version

Name:	16448.jpg
Views:	9
Size:	92.9 KB
ID:	18882


    Please see the following KB article on how to connect Click & Pledge <> Salesforce:

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

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

    Leave a comment:


  • Rick_McKenney
    replied
    OK Thanks. YES we are part of the Seattle foundation's GiveBig program. Thus, Please keep both accounts

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We have 2 accounts for Water For Humans:
    1. Water for Humans - account #: 16448
    2. Water for Humans - account #: 19290 [Seattle Foundation is the admin]
    In reviewing your accounts I noticed you are part of the Seattle Foundation's GiveBig day. This explains why you have 2 accounts as one of the accounts is the one used by the SF for the GiveBig and you only have reporting access to while the other one you have full access to.

    Since you are not aware of the second account you may to keep that in mind when connecting to Salesforce as your GiveBig day transactions can also post to Salesforce in real time. Unlimited accounts may post to the same Salesforce account.

    Please let me know if I can be of more assistance.

    Leave a comment:


  • Rick_McKenney
    replied
    We should only have one C&P account? C&P account # 16448, and we only have one SalesForce account.

    Leave a comment:


  • CnP.Support
    replied
    Good day @Rick_McKenney,

    The new OAuth connection (Salesforce Remote Access Connection) no longer uses Tokens so you don't have to worry about any changes in the password or token breaking the connection.

    The other tab for eVT is for Auctions for Salesforce users and will soon be integrated into the OAuth tab but for now those using the eVT (Embedded Virtual Terminal) will have to use that tab. Please make sure that the connection is correct and activated.

    I wanted to review your account but you have 2 accounts in our system. Which account are you connecting now so we can review your setting.

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

    Leave a comment:


  • Rick_McKenney
    started a topic What is "Salesforce Remote Access Connection" ?

    What is "Salesforce Remote Access Connection" ?

    Hi. I had to reset my security token today and I noticed a new tap labeled: "Salesforce Remote Access Connection" What is this? I tried inputting our salesforce account data,however the "system does not "verity" ? Do we need this handshake to work?

    URL: https://na29.salesforce.com/home/home.jsp
    ID# 00D80000000a7s6
    C&P has access for 1 month.

    Last edited by Rick_McKenney; 09-01-2015, 10:31 AM. Reason: added more information
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