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Process Temporary Contacts

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  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • lsoulet
    replied
    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?

    Leave a comment:


  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • lsoulet
    replied
    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!

    Leave a comment:


  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • lsoulet
    started a topic Process Temporary Contacts

    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.
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