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Salesforce and Click and Pledge

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  • CnP.Support.AM
    replied
    Good day @laurenvelardi

    We reviewed your instance and noticed that there is NO connection between your C&P Account and Salesforce instance which is the reason for not posting the data:

    Click image for larger version

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    Would you please login to the portal and re-establish the connection: http://help.clickandpledge.com/custo...rticles/803669

    Let us know if we can be of any further assistance.

    Leave a comment:


  • laurenvelardi
    replied
    Done! Thank you.

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @laurenvelardi

    Would you please grant us login access to your Salesforce account? We need to login and review what is going on.

    Looking forward to hearing back from you.

    Leave a comment:


  • laurenvelardi
    started a topic Salesforce and Click and Pledge

    Salesforce and Click and Pledge

    Hello,
    Something is off with our account and C&P transactions aren't being posted to Salesforce. Our problem started August 20.
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