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  • Problems Adding Salesforce Event Management

    Please bear with me as I try to explain problem. I am a new user and am trying to learn the system.

    I am trying to add Salesforce Event Management to our account. Right now the account has 2 users. Both users have System Administrator profile. I am in charge of the Salesforce account for our organization. The other user was given administrator privileges because she has the expertise to set up the system. However, she is currently on vacation.

    I get the following error when trying to add Salesforce Event Management: requires Click and Pledge PAAS Class Library and Click and Pledge Payment as Service. I show both of these apps as being added to our account. Those packages were added by the other user. I don't understand why I am having a problem adding Salesforce Event Management.

    I have granted log-in access to Click & Pledge Support so that if possible, you can find my error.

    Thank you for any help.

  • #2
    Good day @Jai_S,

    Sorry for the trouble. Would you please grant us login access so we review your account.

    We can easily install and complete the post-installation for you. It is a free service we provide all clients.

    Please let me know when we have access.
    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


    • #3
      Thank you for the quick response. I think I have granted you login access.

      Comment


      • #4
        May I have your Salesforce Organization ID?
        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
          I'm sorry. I really am new. Where do I find our Salesforce Organization ID? Is it just the organization name?

          Okay - I think I've found the ID that you want 00D37000000Jljx
          Last edited by Jai_S; 08-21-2015, 11:47 AM. Reason: I now have ID.

          Comment


          • #6
            Good day!

            Setup > Company Information > Salesforce Organization ID

            see below:
            Click image for larger version

Name:	2015-08-21_12-50-02.jpg
Views:	7
Size:	152.6 KB
ID:	18624


            Once we have the information we will proceed.
            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


            • #7
              Good day!

              I am a bit confused.

              In your forum profile you have indicated account #: 33092 which is for: Friends of Somerset Regional Animal Shelter Inc and its URL is: http://fosras.com

              But in the company profile account you have listed your website address as: http://www.srasnj.org

              Which one is the correct website address?

              The reason for this question is the Salesforce' site which needs to be set up based on your website's domain. Please clarify.
              Last edited by CnP.Support; 08-21-2015, 12:04 PM.
              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


              • #8
                There are 2 organizations: Somerset Regional Animal Shelter and Friends of Somerset Regional Animal Shelter. The Friends organization (FOSRAS) is the 501(c)(3) organization which helps support the Animal Shelter financially. I believe the correct domain should be the fosras.com domain since that is the 501(c)(3) organization.

                Should I go in and change the #33092 URL? Will that effect other things?

                Comment


                • #9
                  I have now updated the company profile so that it reads www.fosras.com

                  Comment


                  • #10
                    Good day!

                    We have installed all apps and have requested post-installation to be performed. We will complete the post-installation by tomorrow.

                    The reason you could not install the application was because you had the old version and the appExchange version required a newer version for API & PaaS.

                    You may proceed now but the event will not work until we finish the post-installation.

                    We will update this thread once we have completed the post-insatllation.
                    Last edited by CnP.Support; 08-21-2015, 12:23 PM.
                    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


                    • #11
                      Thank you so much. I am impressed by your fast responses.

                      Comment


                      • #12
                        Good day @Jai_S,

                        The post-installation is now complete.

                        You should be able to set up events, etc.

                        Please let us know if we can be of any further assistance & have a grand weekend.
                        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


                        • #13
                          Thank you for your help. A new problem has developed. After the addition of Event Management and the newer versions of API and PaaS, the contributions to C&P are no longer posted in SalesForce. I made a test $5 contribution. I see it on the C&P page but can't find it in SalesForce. I am guessing a setting somewhere needs tweaking, but I don't know what it is. Please help to correct this so that contributions will appear in SalesForce.

                          Thank you!

                          Comment


                          • #14
                            Good day!

                            I reviewed your account and see a transaction in the C&P Settings with order number: 1508211414445434857

                            The Salesforce record ID for this post is; a0r3700000031JcAAI

                            You can see all this information in the Connect as well as in Salesforce.

                            Please login to your Salesforce and go to this link: https://na31.salesforce.com/a1V?fcf=00B37000000SIt2

                            Here is what you should see:

                            Click image for larger version

Name:	2015-08-23_13-15-59.jpg
Views:	7
Size:	36.1 KB
ID:	18648


                            Is this what you are looking for?
                            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


                            • #15
                              Thank you. That is what I was looking for. I will go back and review how to deal with temporary contacts.

                              Comment

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