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Install C&P SalesForce Apps

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  • Install C&P SalesForce Apps

    Install C&P SalesForce Apps
    Salesforce.com Organization ID 00D41000002kDEX
    Organization Edition Enterprise Edition
    Instance NA35
    I have granted login access
    Please install both Donor Management and Events

  • #2
    Good day @robin@campalandale.org

    We have installed our apps in your instance as requested.

    Before we start the setting up the post installation steps, it is required that you establish the connection between Salesforce and Click&Pledge Connect as well as set up the SITE.

    To establish connection please see the following KB article: http://cnp.mn/Salesforce-Connection

    Site Setup: We recommend that you set this up with your domain name as the basis to ensure your brand is consistent. We can set this up if we know what your website address is and if we have permission to do it:

    Click image for larger version

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    Please let us know once this is set up.
    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


    • #3
      Thanks for setting us up. I have completed the instructions mentioned above. It all seems to be working properly. Is there more I need to do?
      Robin

      Comment


      • #4
        Good day @robin@campalandale.org

        We reviewed and found that you have NOT created the site yet. As stated above it is required to create the site in order to complete the post-install steps:

        Click image for larger version

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        Please confirm your organization's website so we can set this up and complete the rest of the post-install steps. Note that you cannot easily modify your Force.com domain name after the registration process.

        Looking forward to hearing back from you.
        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


        • #5
          Hello,
          I followed all the instructions found at http://cnp.mn/Salesforce-Connection. There is nothing in these instructions about setting up a domain. The instructions in the box on your post are unclear to me. Can you set this up for me or tell me how to do it. Our website address is http://campalandale.org
          Thanks,
          Robin

          Comment


          • #6
            I did a search on force.com domain names and found instructions that got me to the right page. I have set up the force.com domain as campalandale.force.com and set up a site for campalandale.force.com/users. Let me know if I need to do anything further.
            Thanks,
            Robin

            Comment


            • #7
              I was hoping to hear that everything is set up and that you completed the rest of the post-install steps. I have not heard anything today. I there still a problem? Please let me know the status of this install.
              Thanks,
              Robin

              Comment


              • #8
                Good day @robin@campalandale.org

                Everything is set up and we have completed the rest of the post-install steps.

                Please check and 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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