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Virtual terminal for Auctions for Salesforce

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  • Virtual terminal for Auctions for Salesforce

    ACO Click and Pledge Acct # 38992. In Auctions for Salesforce when i try to pay for a ticket a message pops up "Sorry. We can't find your account" I have provided a screen shot.
    Thanks
    Mary
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  • #2
    Mary - I can't remember if it was you or Faye that we walked through logging into the portal and updating the login.

    Login to the Portal at portal.clickandpledge.com (and you'll probably need to get Daniella to do it, I don't think you have a login.)

    Click Account Info (top right), then the 3rd party tab, then SfEVT (just below it), then use a System Administrator login and password. If you need a token, you get that from Salesforce in your Profile > Settings (in Classic- click name, settings, look in left column, in Lightning click your profile icon and click settings) There'a a spot to reset your security token.

    Make sure Enable Salesforce is checked, add an email to the Error Notification list- this will let someone know if the connection goes down again, and click Verify and Update at the bottom. You should get a message to indicate it was successful..

    If that fails, let us know and we'll look further. ~ Amanda


    Click image for larger version  Name:	2018-08-01_Mary Myers.png Views:	1 Size:	36.1 KB ID:	40503
    Regards,
    Click & Pledge Support Department

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