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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: 00D41000000erCX
    Access has been granted in our Salesforce instance.

    Also, we use a dedicated account for integrations, so please use that (sfintegration@youthopportunities.org) rather than my account to set up data flows.

    Thank you,
    Matt Henry

  • #2
    Good day @mhenry@youthopportunities.org

    We reviewed and found that your instance is up to date. However, in order to complete the post-installation steps, it required to establish the connection.

    To establish the connection between Salesforce and Connect 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
      I have established the connection between Salesforce and Connect using our dedicated Connected User account (sfintegration@youthopportunities.org). It does not have Sys Admin permissions, but it does have the C&P Connected User permission sets, and full CRED on the standard objects identified by those permission sets.

      Please let me know next steps.

      Thank you,
      Matt

      Comment


      • #4
        Good day @mhenry@youthopportunities.org

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

        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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