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Please create a Site or add a C&P Account in C&P settings.

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  • Please create a Site or add a C&P Account in C&P settings.

    We have recently created a Click & Pledge Connect Account and have installed the C&P PaaS and C&P Event Management apps in Salesforce. When trying to set up an even in C&P Event Management in Salesforce, we get a notification to "Please create a Site or add a C&P Account in C&P settings." Can you please advise on how to finish connecting the Click & Pledge Connect account to Salesforce so that we can fully utilize the C&P Apps in Salesforce?

    The organization is Called to Care, Inc. (C&P Account = 60482)
    Salesforce Org ID = 00D3i000000r3Qu
    Access has been granted for 7 days.
    My salesforce login for this salesforce instance = [email protected]

    Thank you!

  • #2
    Good day @[email protected]

    The reason you see that error because you have not completed the post-installation steps in your instance. There are certain post-installation steps that need to be done before you start using our app. You can always post a request for upgrade/install in the following channel and we do that for FREE of cost:

    However, in order to complete the post-installation, we need to have the:

    1. domain set up:

    Click image for larger version

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    We typically recommend using the organization's website address as the site address in Salesforce. Please set this up OR let us know your organization's website so we can set this up and complete the rest of the post-installation. Note that you cannot (easily) modify your domain name after the registration process.

    2. Establish the connection between Salesforce and Connect.

    To establish connection please see the following KB article:

    Looking forward to hearing back from you.
    Click & Pledge Support Department

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