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  • Post Installation Click & Pledge Salesforce Apps

    I have granted click and pledge access to our page. I need assistance finishing the post installation of click and pledge for The Diaper Bank of Connecticut, Inc.

    Organization: The Diaper Bank
    Salesforce.com Organization ID: 00Df2000000m87c

    Thanks

  • #2
    Good day @Gopal Maheshwari

    We have upgraded your Salesforce instance with the latest stable beta version of app.

    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 set up a force.com site OR 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

    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


    • #3
      Here is the organization's website : www.thediaperbank.org
      Salesforce.com Organization ID: 00Df2000000m87c

      Thanks
      Last edited by Gopal Maheshwari; 07-31-2018, 04:26 AM.

      Comment


      • #4
        Good day @Gopal Maheshwari

        We have completed the post-installation in your instance.

        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

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