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First C&P Event going live and really nervous! Please help?

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  • First C&P Event going live and really nervous! Please help?

    We are new to C&P and relatively new to Salesforce. We have had our events live for about a short while now. I am afraid I don't have something setup correctly.

    Except, that we did get one sale today, and I am able to view the transaction details through the www.clickandpledge.com interface but there is nothing showing up in the C&P Transactions in Salesforce. (We have looked at the C&P Transactions, C&P Data, and C&P Temporary Contacts tabs --> nothing ???).

    Would it be possible for someone to take a look and make sure I have things set up correctly?

    Thanks.

  • #2
    Good day!

    Please grant us login access and we will review your system.

    How to grant access: http://forums.clickandpledge.com/showthread.php?t=1065
    Please make sure to post your organization name & the Salesforce Organization ID so we know how to locate your instance.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

    Comment


    • #3
      Okay, granted access. Name of Organization is Summerville DREAM, Inc and Salesforce ID is 00DF0000000gObI


      Comment


      • #4
        Good day!

        We reviewed your instance and see that you have not enabled Salesforce. Please see below:

        Click image for larger version

Name:	Salesforce-Enabled.jpg
Views:	1
Size:	39.7 KB
ID:	15560

        Please enable the connection and let us know if the problem still persists.
        Regards,
        Click & Pledge Support Department

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

        Comment

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