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  • Post Installation

    I have a client that currently has a Click and Pledge account 27158. I have created a sandbox for their org and I installed Click and Pledge in the sandbox. I am now looking at the post install. Do I need a new account number to connect Click and Pledge to the Sandbox? If so, can you provide me with an account number please? Also, if someone could help with the post installation I would appreciate that. I have granted you access to the site.
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  • #2
    Good day!

    We will review the installation & complete the post-install as requested. We will update this post when complete.

    Each Click & Pledge account posts to single Salesforce instance. Many Click & Pledge accounts may post to the same Salesforce instance but one account cannot post to multiple Salesforce instances.

    As you are with CASE Partners you may apply for any number of TEST accounts but we do NOT issue test accounts for clients. Please make sure to remove your Test account once you are finished with the test. TEST accounts may be applied for through your partner link and adding a comment that you need a TEST account. Once we receive the app we will enable the account on our test platform.

    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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    • #3
      Good day!

      We reviewed your instance & all are OK. The only issue is the C&P Settings > Account is not set and no accounts are added. I am sure you know since you are asking for a new TEST account.

      Click image for larger version

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      Have you applied for the TEST account under your partner link?
      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

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