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Post Install request

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  • Post Install request

    Hi - I just upgraded the Class Library, Donor Management and Event Management apps but am not sure if there is additional configuration I need to do post install for Donor Management & Event Management. Can you just check my Donor Management and Event Management installs to see if things are properly configured? I just gave C&P 1 week of access and our organization ID is 00DE0000000cTUB

    Thank you!


  • #2
    Good day @Louise Kelly

    We reviewed and performed all the post-install steps in your instance.

    Please note that, as a part of upgrade, 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.

    To establish connection please see the following KB article:

    Let us know if we can be of any further assistance.
    Click & Pledge Support Department

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    • #3
      Thank you so much for doing this so quickly and for the guidance about re-establishing the connection - the instructions were very clear and I took care of it!