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Event Management set up

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  • Event Management set up

    I am attempting to set up our Event Management platform, I am getting the error message: Please create a Site or add a C&P Account in C&P settings. I confirmed C&P account is set up in settings, it also will not allow me to create a site. I will grant login access.

  • #2
    Organization ID: 00Df2000000CEKC

    Comment


    • #3
      Good day @kuhlemann

      We reviewed and found that the post-installation has not done in your instance. In order to complete the post-installation, we need to have the Force.com domain set up. We just logged to your account and noticed you have not yet set up the sites. Please see below:

      Click image for larger version

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      We typically recommend using the organization's website address as the site address in Salesforce. Given this is something that cannot be changed (easily), once it has been set we need your approval before clicking the agreed button.

      Is this OK to set up?

      We noticed that your instance is out of date, if you allow us we will upgrade and complete the post-installation steps.
      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

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      • #4
        Thanks for checking, however I did the site set up and custom domain a few months ago prior to using payments as a service and donor management. Is there a separate installation that needs completed for the event platform?

        Comment


        • #5
          The site you are referring to custom domain name but NOT force.com site. Please navigate as shown below and set up a force.com site: https://help.salesforce.com/articleV...iew.htm&type=5

          Classic view: Setup Build > Develop > Sites (or just search for "sites" in the quick search area on the left hand side > here you can set up a force.com site.

          Lightning view:
          Click image for larger version

Name:	site lightning view.jpg
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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

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          • #6
            Okay thank you, I have now set that up. Please proceed with the update and installation steps.

            Comment


            • #7
              Good day @kuhlemann

              We have upgraded your Salesforce instance with the latest versions of our apps and completed the post-installation steps.

              It is highly recommended that you login to the Connect & re-establish connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce.

              To establish connection please see the following KB article: https://cnp.mn/Salesforce-Connection

              Latest Release notes: http://cnp.mn/Salesforce-Latest-Releases

              Please let us know if we can be of any further assistance.
              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


              • #8
                Can you please confirm the connection was established? I went through the steps, however, it did not take me to Salesforce it took me back to the Click & Pledge page but said it was verified.

                Comment


                • #9
                  It should prompt you to the Salesforce login page where you need to enter Salesforce login details and once you enter the details it will take you back to the Connect page. Maybe the current browser blocking something? Would you please use another browser and check?

                  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


                  • #10
                    Okay, it seemed to have work this time, thank you.

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