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Basic Salesforce set up

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  • Basic Salesforce set up

    I don't seem to see any of the donations coming into the Salesforce donor records. Nor do I see e-mail auto-responder reports even though I got a copy of the sent e-mail.


    SF - 00Do0000000dwvK
    CNP - 36937

  • #2
    Good day @RodONA

    We reviewed your account and found NO issues with data posting. I see all of the transactions are exist in your instance. There are couple of C&P Temporary Contacts which needs to process to see the donations in donor records. However, it seems that the receipt which you have received is API generic receipt since there is NO Autoresponder settings.

    Click image for larger version

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ID:	29639

    Hope that answers your question. 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

    Comment


    • #3
      Awesome - Got it and thanks!

      Comment


      • #4
        Please upgrade my account I see there are three upgrades needed:

        SF ID - 00Do0000000dwvK

        CNP - 36937

        Comment


        • #5
          Good day @RodONA

          We have upgraded your Salesforce instance as requested.

          It is absolutely important that you re-establish connection between Click & Pledge and Salesforce. To establish connection please see the following KB article: https://support.clickandpledge.com/s...ion#Salesforce

          Release notes:
          API Class Library 5.1612000002
          Release notes: http://cnp.mn/2dhYZPt

          PaaS 9.1612080007
          Release notes: http://cnp.mn/2czxK2H

          Event
          5.1612000008
          Release notes: http://cnp.mn/2czy41u

          You may also join our Power of Us Hub: http://bit.ly/1cO852O

          We also love to know what you think about our platform. Please review our apps on AppExchange:

          Payment: http://bit.ly/cnp-paas-review
          Event: http://sforce.co/1yYgEPM

          Please let us know if we can be of any further assistance.
          Last edited by CnP.Support.AM; 10-31-2019, 06:52 AM. Reason: link update
          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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