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  • Process Temporary Contacts

    Hi there,
    I have a client who does not seem able to "Process" Temporary Contacts in Salesforce. She is able to click the "Process" button and C&P seems like it is creating new record(s), but apparently the contact does not fall off the Temporary Contacts list. she was not originally listed as a User in C&P so I added her as an active user with sys admin privileges (and used the same email address that she uses to login to Salesforce), but she is still not seeing any change. Is there a setting that I am missing?
    Thank you.

  • #2
    Good day @lsoulet

    Would you please grant us login access to your Salesforce instance and share the OrgID as well as the temp contact order number so that we can review it what's going on?

    Looking forward to hearing back from you.
    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/
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    Comment


    • #3
      Hi there,

      The Org ID: 00DA0000000HNy0
      I have granted login access to Click and Pledge support for the duration of one week.
      If you login as Katherine Sundt, you will not be able to process any temporary contacts (you can successfully click the "Process" button and not receive an error message, but processing actually never completes and the contact does not fall off the temporary contact list).

      Thanks!

      Comment


      • #4
        Good day @lsoulet

        Would you please ask Katherine Sundt to process temporary contact now and let us know the result?

        If it doesn't work, please grant us access from Katherine user as well.
        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


        • #5
          It works now, thank you! On a separate, but similar note, another client is receiving errors from Salesforce when they process temporary contacts. Their org id is 00D1I000000n7LD and I will grant login access. Do they need to upgrade their C&P as well?

          Comment


          • #6
            Please assign the following permission set to that respective user: "PS-CnP-PaaS-ONLY-TemporaryContact" and it works.

            Regarding the upgrade, only Events need to be upgraded. However, we have upgraded them with the latest one.
            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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