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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)

    Please help us install C&P Salesforce Apps for both donor management (PaaS) and Events.
    Org ID:
    00Df2000000CEKC

    Access has been granted in our Salesforce instance.

    Thank you in advance, Kristen

  • #2
    Good day @kuhlemann

    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

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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

    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
      It says the connection is successful, however I am not being redirected to Salesforce to "allow click & pledge to connect? https://usacyclingfoundation.my.salesforce.com

      Comment


      • #4
        Good day @kuhlemann

        Would you please try now and let us know if it redirects to the Salesforce login page?
        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
          It did redirect to the Salesforce login page, when I logged in it took me back the click&pledge page and says I am connected. The step by step on this says that it should take you to the Salesforce platform and ask for permission to allow Click&Pledge? Is this no longer the case?

          Comment


          • #6
            Good day @kuhlemann

            We reviewed and you are all set and good to go.
            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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