Problems Adding Salesforce Event Management

[CnP.Support]

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.

[Jai_S]

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

[CnP.Support]

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:




Is this what you are looking for?

[Jai_S]

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!

[CnP.Support]

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.

[Jai_S]

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

[CnP.Support]

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.

[Jai_S]

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

[Jai_S]

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?

[CnP.Support]

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.

[CnP.Support]

Good day!

Setup > Company Information > Salesforce Organization ID

see below:



Once we have the information we will proceed.

[Jai_S]

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

[CnP.Support]

May I have your Salesforce Organization ID?

[Jai_S]

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

[CnP.Support]

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.