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  • Auctions Integration Help

    Account: 21618

    Hi, I'm the new Click and Pledge admin here and our Click and Pledge portal is still using the information of an employee who left 3 years ago. I'm hoping to get that changed because we are using auctions for salesforce and it looks like I'm unable to connect the two until our portal is updated. I could be wrong though....

    Essentially what is happening is that the eVT terminal isn't showing up on our Auctions platform even when I've tried to connect them via the instructions through Click and Pledge, Auctions, and Salesforce.

    Advice? Help?

    Thanks!

    Navarra
    Administrative Assistant
    North Olympic Land Trust

  • #2
    Good day @NavarraC

    Would you please share the C&P Account# as well as the email address you would like to add as a user in the legacy portal?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Our account Number is 21618
      and the email address is navarra@northolympiclandtrust.org

      Thanks!

      Comment


      • #4
        Good day @NavarraC

        I see that you have access to the portal with the above email address. It seems the SF user used for establishing the connection is NOT active. Please use Salesforce System Administrator login and password to establish the connection.

        Please follow the below steps and establish the Sf eVT connection:

        Login to the Portal at https://portal.clickandpledge.com (you may login with your email as I see you as a user in the portal)

        Click Account Info (top right), then the 3rd party tab, then Sf eVT (just below it), then use SF 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.

        Click image for larger version

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        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Okay so every user at our organization is listed as an administrator so I'm not sure why I'm still having an issue.

          Comment


          • #6
            So I just did all that and still no luck. I reset my security token, since I'm an admin, I used my username and password, and I'm still getting an error message.

            One of the things I'm realizing is that we actually have two salesforce instances and this one is connected to our old, no longer in use, instance. How do we connect it with our current one.

            Comment


            • #7
              Good day @NavarraC

              Simply update the following information in the Sf eVT from the Salesforce instance you are using:
              • Organization ID
              • Security Token
              • Admin user login information

              Please update the above information and verify the connection.
              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

              Comment

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