Information Needed

See more
See less

Cannot see all of my Accounts in Connect, only in old C&P

  • Filter
  • Time
  • Show
Clear All
new posts

  • Cannot see all of my Accounts in Connect, only in old C&P


    I have access to three accounts in the old C&P.
    I can only see two of them in Connect (and in Salesforce).

    Our Salesforce Org ID is 00D61000000aVFr

    I am including a screenshot of the accounts I can see in the old C&P. Please add 33292 to my Connect/Salesforce, or show me how to do it. This is very important!

    Thank you,

    Click image for larger version

Name:	NWMC CnP Accounts.PNG
Views:	19
Size:	39.7 KB
ID:	29888

  • #2
    Good day @Susanna

    It is important to note that user databases in Portal are NOT the same as the Connect platform. On October 5, when Connect 2.x went into production all ADMIN users were ported to Connect. Only administrators can login to Connect and once logged in they may set up any user with any profile.

    New users in Portal will NOT be able to access Connect. If you wish to login to Connect and you are not an administrator please contact the account administrator and ask that a new user be set up for your email.

    When you login to Connect, all accounts that have the same email address will be offered for login. If you wish to login to accounts with a single email, please add the same email address to both accounts. This may be done by the administrator.

    In order to see the account# in Salesforce you need to establish the connection between the account with your Salesforce instance. To establish connection please see the following KB article:

    I hope that answers your question.
    Last edited by CnP.Support.AM; 10-31-2019, 06:23 AM. Reason: update link
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars:
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday:
    Are you on Salesforce? Join us at the Power of Us Hub: