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Problems Adding Salesforce Event Management

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  • CnP.Support
    replied
    Good day @Jai_S,

    You may want to see this KB article: http://help.clickandpledge.com/custo...th-salesforce-

    The slideshow explains the tab dealing with this feature.

    hope it helps.

    Leave a comment:


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

    Leave a comment:


  • CnP.Support
    replied
    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:	9
Size:	36.1 KB
ID:	18648


    Is this what you are looking for?

    Leave a comment:


  • Jai_S
    replied
    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!

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • Jai_S
    replied
    Thank you so much. I am impressed by your fast responses.

    Leave a comment:


  • CnP.Support
    replied
    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, 01:23 PM.

    Leave a comment:


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

    Leave a comment:


  • Jai_S
    replied
    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?

    Leave a comment:


  • CnP.Support
    replied
    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, 01:04 PM.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Setup > Company Information > Salesforce Organization ID

    see below:
    Click image for larger version

Name:	2015-08-21_12-50-02.jpg
Views:	8
Size:	152.6 KB
ID:	18624


    Once we have the information we will proceed.

    Leave a comment:


  • Jai_S
    replied
    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, 12:47 PM. Reason: I now have ID.

    Leave a comment:


  • CnP.Support
    replied
    May I have your Salesforce Organization ID?

    Leave a comment:


  • Jai_S
    replied
    Thank you for the quick response. I think I have granted you login access.

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:

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