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Post install auctions for Salesforce

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  • CnP.Support
    replied
    Good day!

    Please see: http://forums.clickandpledge.com/con...-to-Salesforce

    Once Click & Pledge has been connected to Salesforce you will need to connect Salesforce to Click & Pledge.

    Click image for larger version

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ID:	15741

    The information needed is available in the Portal:
    Click image for larger version

Name:	2551-API.jpg
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ID:	15742

    Based on the error message you are posting you have done the first step but not the Salesforce connection.

    Please let us know if this answers your question.

    Leave a comment:


  • rainiej
    replied
    Still not integrated with salesfore

    Now I get this message (and I followed the instructions, on the salesforce tab it says it is verified, but I still get this message)

    Sorry but We can't find your Salesforce account number in the system. Please verify the account number in the Click & Pledge's portal by following the steps listed below:
    - login to the administrative portal https://portal.clickandpledge.com
    - click on Account Info (Top right hand side)
    - click on the 3rd Party tab
    - click on the Salesforce sub-tab




    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We have set up the auction as requested.

    Please login to the Click & Pledge portal and establish the connection in the tab shown below:

    Click image for larger version

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    Once the connection has been established the connection to eVT (Payment form in Auction) will work.

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

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We have upgraded your instance as requested. All applications are updated to the latest release and post-installation is also complete.

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

    BTW: Love to know what you think of our Salesforce apps: Rate us on AppExchange:

    Leave a comment:


  • rainiej
    started a topic Post install auctions for Salesforce

    Post install auctions for Salesforce

    Sales force org id 00Dj0000001nrBF

    Installed the aps and need post installation for auctions. Please upgrade me if needed.
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