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Upgrade Events and Donor Apps

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  • Upgrade Events and Donor Apps

    Please upgrade both the Events and Donor Apps in our Org. Access has been granted for a week.

    Org Id: 00Di0000000J1IN

    Thank you!

  • #2
    Good day @ThomasLee

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

    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: https://cnp.mn/Salesforce-Connection

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

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

      I am having an issue finding the area to update the campaign associated with opportunities. I am in the click & pldege settings tab in Salesforce, and then I click on opportunties, but there is no area where to define primary campaign rules. Am I looking in the wrong spot?

      Comment


      • #4
        Good day @ThomasLee

        You are in the correct place.

        Please see:
        Click image for larger version

Name:	Primary Campaign Source.jpg
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Size:	62.4 KB
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        Please scroll down and you will see the Primary Campaign Source section where you may update the settings.
        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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