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  • Cannot set up new event

    When I try to create a new event, I get this error: "There is a problem with the Salesforce Site settings. Please update the 'Default Settings' before starting a new event."

    I see from other posts that there are missing post-installation steps, but I can't find any information on what those are. Our website is wildliferecreation.org.

    Thank you.

  • #2
    Hi [email protected],

    Post-installation is outlined in our Install or Upgrade Click & Pledge Apps in Salesforce article.

    Or, you can grant login access, and we will be glad to complete that post installation for you.


    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

    Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
    Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

    Comment


    • #3
      [email protected] ,

      Regarding your error, it sounds like you have a brand new installation of Click & Pledge Events. You do need to go in the Event Management > Default Settings and select your Salesforce site. The above article does go through the initial post-installation, but it does involve setting up a Salesforce Site, which is rather involved, so you may want to take advantage of the complimentary installation.

      Here's our link to the Default Settings article: Event Management with Salesforce: Default Settings
      Regards,
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

      Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
      Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

      Comment


      • #4
        Hello, I would like to take advantage of the complimentary installation. Administrative access has been granted for one week. Ord ID:00D400000008Rdd. Thank you!

        Hillary

        Comment


        • #5
          Good day @[email protected]

          We reviewed and found that your instance is at version behind. However, we have upgraded your instance with the latest versions and completed the post-installation steps.

          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

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