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  • Upgrade Instance

    Good morning - could you please update our instance. We are going to be launching an event using the Event Management tool and want to ensure everything is update. Many thanks! (Ps. permissions have been granted to access SF). -Carrie

  • #2
    Good day Carrie V

    Please post your Salesforce Org ID so can identify your instance.
    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
      00Di0000000gkZ8. Sorry for not including earlier. Thanks for your help. Best, C

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      • #4
        Good day Carrie V :

        We have upgraded your Salesforce instance as requested.

        It is absolutely important that you re-establish connection between Click & Pledge and Salesforce. With this update C&P Accounts are no longer needed to be added to Salesforce as the connection will automatically add the required information to Salesforce. It is extremely important 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. With this release 2 more variables are added to Salesforce with each account and as such it is important that you login and set up the connection again for all your connected accounts.

        To establish connection please see the following KB article: http://cnp.mn/2dzgsms

        Release notes:
        You may also join our Power of Us Hub: http://bit.ly/1cO852O

        Please - We also love to know what you think about our platform. Please review our apps on AppExchange:
        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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