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Install C& P Salesforce Apps (Donor Management (PaaS) and Events)

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  • Install C& P Salesforce Apps (Donor Management (PaaS) and Events)

    Hi there! We would very much appreciate help installing C&P Salesforce Apps for both Donor Management (PaaS) and Events as instructed in the post installation instructions in your Developer's Manual.
    Our Salesforce organization ID is 00DE0000000b4yj.
    Access has been granted in our Salesforce instance.

    Thanks for your help!

  • #2
    Good day @mblake

    We have upgraded your instance with the latest versions of our apps as requested.

    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 :

    It is highly recommended that you login to the Connect & re-establish the 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:

    Release notes:

    You may also join our Power of Us Hub:
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars:
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday:
    Are you on Salesforce? Join us at the Power of Us Hub: