Click and Pledge Credit Card Processing with Auctions for Salesforce

[Jmolzhon]

Hello,

Our upcoming auction is October 24th. Is there a contact we can follow up with for getting a retail account set up?

Thank you!

[CnP.Support]

Good day!

Our account department told me that they have started the process and that Transfirst will contact you.

Have you been contacted?

[Jmolzhon]

We have been in contact with TransFirst and they say they have not received a request yet.

[CnP.Support]

Good day!

The Transfirst department you reach by phone is not related to the accounts with C&P. We followed up with the case and I am told that your account was set up earlier today.

Have you received the confirmation?

[Sweetdreamzzz]

Good morning, We use Click and Pledge as an app in Salesforce. In Salesforce, under the Auctions tab, I am trying to test our system for our upcoming big event. I want to use a card swiper and when I click on "Check In" and want to Save a credit Card I get an error that says "Sorry we can not find your account." Can you help? Thanks.

[CnP.Support]

Good day Sweetdreamzzz

Please login to the Portal (https://portal.clickandpledge.com) and follow the steps listed below:

1. Click on Account Info
2. 3rd Party
3. SF eVT

The error you are seeing is because the Embedded Virtual Terminal that is used by Auctions for Salesforce is not connected.

Also -- have you done the post-installation in Auctions? It has several steps in A4S that needs to be completed for it to work. If you have not done this please grant us login access and we can make sure your settings are right.

May we also ask for a favor? Hope the answer is yes... please start a new thread when asking a new question. Questions need to be tracked and cases need to be related. This question is related to Auctions for Salesforce and not related to your original question. This also helps others find answers to similar question.

[Sweetdreamzzz]

This is the error I am now getting after login to the Portal: INVALID_LOGIN: Invalid username, password, security token; or user locked out. I am new to this position and I have no idea if the post-installation in Auctions has been done. Shall I grant access so you can check?

Also, yes I will start a new thread in the related forum. Sorry for any inconvenience.

[CnP.Support]

Good day Sweetdreamzzz

Please grant us access to review your installation.

The login error is related to your Token and Password. Have you reset your token?

[Sweetdreamzzz]

I have granted you access to review my installation. I have not reset the token, can you give me instructions on how to do that?

[CnP.Support]

Good day Sweetdreamzzz

We will review your instance shortly.

Please see: https://help.salesforce.com/apex/HTV...rity_token.htm

You need an active token in addition to your Salesforce UserID & Password to establish connection. The above link shows how to set your Salesforce token.

[CnP.Support]

Good day!

We have reviewed the Auction setting and all is in order but we cannot complete our review until you complete the connection. Please see:



As shown above the eVT Connection for Salesforce is not connected and as such the Auction payment form will not work.

Please establish the connection and let us know so we can proceed to the final test.

[Sweetdreamzzz]

Good afternoon, I tried to verify the connection and I received this error: INVALID_LOGIN: Invalid username, password, security token; or user locked out.

[Sweetdreamzzz]

Update: I was able to make the connection so you can now proceed to the final test!

[CnP.Support.AM]

Good day @Sweetdreamzzz
We reviewed and noticed that the connection NOT yet established:



Would you please reset the security token by following below steps and try to re-establish the connection with new security token:

How to reset security token: https://help.salesforce.com/apex/HTV...rity_token.htm

Please follow the above steps and let us know so that we can review it.

[Sweetdreamzzz]

Good morning, verything is now verified and security token is updated. Please review.