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  • Inactive User Attached to C&P

    Hi,

    We recently made one of our sys admins inactive, but unfortunately they were the admin linking our Click & Pledge account to Salesforce. I have now updated our Click & Pledge account with my own Salesforce log-in information, but I want to make sure that we do not lose any donations made in the interim. Will Click & Pledge automatically update Salesforce with any donations made since our sys admin became inactive? If not, is there a way to batch upload all donations between that point and now?

    Thanks!

  • #2
    Good day!

    We reviewed your account and noticed that only 1 transaction had failed on June 17, 2014. We pushed it for you so you don't have to worry about it.

    You may easily do the same by following the KB article: http://forums.clickandpledge.com/con...-to-Salesforce

    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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