Salesforce - Post Installation Assistance

[SR Horses]

From the Appexchange, class library, Donor Maangement, and Events Management have all been downloaded, requesting assistance for post installation integration. I have provided 1 week account log-in access. Salesforce ID 00D36000000Kc5X. Thank you.

[CnP.Support]

Good day SR Horses

We just logged to your account and noticed you have not yet set up the sites. Please see below:




We typically recommend using the organization's website address as the site address in Salesforce. Given this is something that cannot be changed (easily), once it has been set we need your approval before clicking the agreed button.

Is this OK to set up?

[SR Horses]

I do not understand what you mean that we have not set-up the sites. Our Salesforce account is through the foundation and it is programmed under EquiForce. What sites do you mean? I was also not aware that another domain was necessary. Please clarify. I am very confused.

[CnP.Support]

Good day SR Horses

Salesforce site is a feature of Salesforce. There is nothing to worry about. If you have event or using Autoresponder, the images need to be served from a site. Salesforce site sets that domain so you can use it.

It is free and part of the installation. It is simply something you have not set up. If that name is OK we will set it up. Nothing to worry about or nothing that will cost you.. just something that needs to be done.

[SR Horses]

Ok yes I am ok with this, but just very confused as this was never mentioned in all of the programming nor in the instructions with Click and pledge. I will also respond to your previous post accepting.

[SR Horses]

Just to confirm I am ok with shamrockreins.force.com

[CnP.Support.AM]

Good day @SR Horse

Per your request we have performed the post-install steps in your instance.

It is extremely important that you login to the Connect & establish the connection. To establish connection please see the following KB article: http://cnp.mn/2dzgsms

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

[SR Horses]

Establishing the connection is not working. After I click verify it takes me to Salesforce login screen I select my name and then the click and pledge integration screen appears again, I click verify and it goes back to the salesforce login. Something is not correct.

[CnP.Support.AM]

Good day @SR Horses

Please try to re-establish the connection now. Please note that, you need to establish the connection with Salesforce user who is System Administrator profile.

Let us know if you find any issues.

[SR Horses]

Thank you. I am the Administrator, I wasn't being taken to the screen to allow, but when I logged-in this morning next to Salesforce in 3rd Party Integrations it indicates Active, so I assume everything is good.

[CnP.Support.AM]

Good day @SR Horses

May I ask you to try one more time to re-establish the connection and let know what you see?

[SR Horses]

I tried to connect again just now and this time I did receive the screen to allow, which I did and the screen did indicate that I was connected. I was returned to a screen that had a verify button which I clicked, but keep being returned to the Salesforce log-in and then back to the verify again. Under 3rd Party Integrations, Salesforce Connection indicates active. Am I connected now? Do I need to do this connection every time I log-in or is this permanent now?

[CnP.Support.AM]

Good day @SR Horses

Yes, you are connected now and good to go. You need to re-establish the connection only if you upgrade to newest versions of our apps, otherwise no need.

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

[SR Horses]

Thank you.