I have lost the ability to process temporary contacts in Salesforce which I used to be able to do. I am the admin and my permissions on C&P object are read/ write so I dont know what the issue is. Could you please look into why this is happening? ID- 00Di0000000cTOh
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Good day!
What is your UserID in Salesforce? This simply means you do not have the right permission sets assigned to your user.
Also your instance is a version behind. We can upgrade your instance as well while reviewing.Regards,
Click & Pledge Support Department
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Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/
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Good day!
& do you wish for us to upgrade your instance?Regards,
Click & Pledge Support Department
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/
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Good day!
We have upgraded your Salesforce instance as requested.
It is ABSOLUTELY IMPORTANT that you re-establish connection between Click & Pledge and Salesforce. With this update C&P Accounts no longer are needed to be added to Salesforce as the connection will automatically add the required information to Salesforce. It is extremely important that you login to the portal & re-establish connection. To establish connection please see the following KB article: http://help.clickandpledge.com/custo...rticles/803669
Release notes:
• API Class Library 4.3000: http://cnp.mn/1S5jL0v
• Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html
• PaaS 9.4017: http://cnp.mn/1S5jA5j
• Previous release notes: http://manual.clickandpledge.com/Sal...-PaaS-Release-
Regarding the temp contact, would you please check now and if the issue exist, please share the Temp contact ID and suggest us to create new or to merge with.
Looking forward to hearing back from you.
Thanks,Regards,
Click & Pledge Support Department
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Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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