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  • Post-installation assistance

    Please assist us with post-installation configuration of Click and Pledge apps for donor management (PaaS) and Events.

    Org ID: 00D11000000Dvsi
    Access has been granted to support for 1 week.

    Thanks!

  • #2
    Good Day @jaskelson

    In order to complete the post installation, we need to have the:

    1. Force.com domain set up

    Click image for larger version

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    Please let us know your organization's website so we can set this up and complete the rest of the installation. Note that you cannot modify your Force.com domain name after the registration process.

    2. Establish the connection between Salesforce and Connect.

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

    3. Install latest Beta versions:

    We recommend you to install the latest Beta Versions of C&P PaaS Class Library and C&P Payment as a Service or if you allow us to do, we will do it happily.

    Click & Pledge PaaS Class Library: https://login.salesforce.com/packagi...4t0L000000RAys

    Click & Pledge Payment as a Service: https://login.salesforce.com/packagi...4t0L000000EbcO

    Click & Pledge Events Management: https://login.salesforce.com/packagi...4t900000005Huu
    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
      Hello,

      I've established the connection between Salesforce and Connect, and deployed My Domain. I'm not sure how to install the beta packages, as it's a sandbox and the links only seem to work for production. Please advise on next steps.

      Thank you!

      Comment


      • #4
        Good day @cfgconsultantRS

        We have upgraded your Sandbox instance with the latest beta version.

        However, the site is yet to setup:

        Click image for larger version

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        Please setup the force.com site and let us know so that we can complete the post-installation steps.
        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
          I've completed the above step for Sites. Can you please confirm what next steps are needed for payments and events post-installation steps?

          Comment


          • #6
            Good day @cfgconsultantRS

            We have completed the post-installation in your instance. You are all set and good to go.

            NOTE: Please note that the Salesforce Campaign defined in Connect (affecting the entire transaction) will be deprecated from Connect. Please review C&P Settings > Opportunity > Primary Campaign rules to ensure Opportunities receive the correct campaign. Check 'Use Transaction Campaign' in your C&P Setting rules to retain the Salesforce Campaign specified in Connect; however, we recommend implementing SKUs as the best long-term strategy.

            SKU Tutorial : http://tutorial.productions.clickand...ideo/209074427
            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


            • #7
              Hello CnP.Support ,

              I am in the process of moving this C&P installation from sandbox to production. Can I ask you to please complete post installation steps for Payments and Events in the production org?

              I have granted login access and set up a Sites domain. The production org ID is 00Dd0000000cyWN

              Comment


              • #8
                Good day @cfgconsultantRS

                We have completed the post-installation steps in your instance as requested.
                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


                • #9
                  I am looking for post install assistance. I have installed CLick and Pledge for Org 00D1N000001RQmw and have granted click and pledge access for the week.

                  Thank you!

                  Comment


                  • #10
                    Good day @gzimmerman

                    We have upgraded your Salesforce instance as requested.

                    In order to complete the post installation we need to have the:

                    1. Force.com domain set up

                    Click image for larger version

Name:	Site creation.jpg
Views:	38
Size:	109.7 KB
ID:	41473

                    Please set this up so we can complete the rest of the installation. Note that you cannot easily modify your Force.com domain name after the registration process.

                    2. Establish the connection between Salesforce and Connect .

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

                    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


                    • #11
                      Hi there! I have created the site and the connection between Salesforce and COnnect. Please let me know if there is anything else I can do. Is it possible to have this completed by tomorrow at 12pm PST?

                      Comment


                      • #12
                        Good day @gzimmerman

                        We just reviewed your instance and realized we do not have access. Please grant “Click & Pledge Support” access so can complete the post-installation steps.

                        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


                        • #13
                          Oh shoot - I've regranted access to Click and Pledge!

                          Comment


                          • #14
                            Good day @gzimmerman

                            We have upgraded and completed the post-installation steps in your Salesforce instance as requested.

                            It is highly recommended 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: https://cnp.mn/Salesforce-Connection

                            Latest Release notes: http://cnp.mn/Salesforce-Latest-Releases

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

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

                            Payment: https://bit.ly/cnp-paas-review
                            Event: https://sforce.co/1yYgEPM

                            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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