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  • SF Account Permissions

    Our Salesforce users are not able to see the C&P Temporary Contacts page in order to import the click & pledge online contributions. I have reviewed the field level security permissions to ensure they are set to see everything. I cannot figure out what I am missing. Administrators can obviously see the C&P Temporary Contacts, but I do not want to make the users into administrators just so they can import transactions. Can you please provide some guidance on this matter? Thanks!

  • #2
    Login access has been granted. Our company ID is: 00Di0000000HMGy

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    • #3
      Good day @icanaz

      Please refer to the post #7 in the following thread: https://forums.clickandpledge.com/fo...s-for-new-user

      You may assign the Permission Set for Temporary contact ONLY.

      Hope that helps. Please check and let us know if we can be of any further assistance.
      Regards,
      Click & Pledge Support Department

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