Announcement

Collapse

Information Needed

See more
See less

Change record owner

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • CnP.Support
    replied
    Good day!

    No- you can change it in the Portal > Account Info > 3rd Party.

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

    Login & change the user that is now connected to anyone you want.

    Hope that helps.

    Leave a comment:


  • wtben
    replied
    Is it possible in Salesforce to change the user associated with the connection?

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Sorry but at this time the OAuth user is the record owner - the user used for creating the records is the one set up for connecting C&P to Salesforce.

    This is a good idea and one that has been asked before. It is included in release 10.x due out 2016-Q1.

    Sorry we can't be of more help at this time.

    Leave a comment:


  • wtben
    started a topic Change record owner

    Change record owner

    How do I change the record ownership assignment when new C&P payment records get created in Salesforce?
Working...
X