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Contacts and Accounts - no fields to map - Manage Temp Contacts - no data availalbe

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  • Contacts and Accounts - no fields to map - Manage Temp Contacts - no data availalbe

    During Post Installation - in Contacts and Accounts while trying to map the fields, there are no fields to map to. Then if someone registers for an event - when I go to manage temporary contacts, there is no data available to view. I can see the Temporary contacts, but when I click on Manage Temporary accounts, there is "no data available in tables."

    Also, I thought the URL that I needed to use would be ctckids.force.com/default

    If I use that, I have an Authorization issue. If I use the URL - http://ctckids.force.com/default/CnP...1000000LH8lAAG then I don't have an authorization issue. Do I have to use this full URL. Am I missing a setting somewhere?

    Thank you.
    Patrice

  • #2
    Good day!

    Would you please grant us login access so we can review your instance.
    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

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    • #3
      Salesforce.com Organization ID00D61000000HfKs - So sorry - did not include the account ID and I've granted access as well. Thank you!

      Comment


      • #4
        Good day @patrice.biggs,

        As discussed in the office hours you issue is related to the account not being connected to Salesforce. We fixed it in the office hour and posted the transaction to Salesforce which makes it all as you expected.

        We also just finished upgrading your instance to the latest release.

        Please let us know if we can be of any further assistance.
        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
          Thank you - it's working perfectly now! Patrice

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