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Post installation problem with C&P event mgmt in Salesforce

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  • Post installation problem with C&P event mgmt in Salesforce

    I'm a very new user to Salesforce but have been with C&P for several years. I have made it through the process of installing the C&P Event mgmt package and am now trying to follow the post installation procedures posted in the online manual. I'm not able to get past the first step of Developing a Site. When I goto the Setup/App Setup/ Develop/ the next menu does not include "sites" as shown on the instructions. How do I setup a domain name so i can start using the event management system?
    I feel very lost in this setup...
    Stacy

  • #2
    Good day Stacy,

    Don't worry - once you realize the concept it will be easy.

    First and foremost before we start- are you using a fully licensed Salesforce instance or are you using the 30 day trial version?

    The 30 days trial version does not have SITES - Salesforce does not enable that feature until the instance has been licensed.

    Let me know and I will walk you through it.
    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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    • #3
      Ok - we only have the 30 day free trial. We do want to move forward and become a subscriber thought, especially since we are a non-profit and the salesforce platform is free. Let me know what I need to do. thank you for your quick response.
      Stacy

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      • #4
        Stacy,

        That explains it why you are not seeing the sites.

        Please visit: http://clickandpledge.com/Platforms/...Salesforce.asp

        complete the application and submit the required information. Salesforce requires a PDF upload of your nonprofit designation.

        They will notify you once your account has been licensed. Based on what we have heard it takes about 2-3 weeks for activation.

        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

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