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Update C&P Salesfroce apps on Dev environment

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  • Update C&P Salesfroce apps on Dev environment

    Hello,

    Please upgrade the C&P apps on our dev Salesforce environment

    ORG ID: 00DW0000008xoVo
    Access has been granted in the Salesforce instance.


    Thanks

  • #2
    Good day @bmartell

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

    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 easily 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
      Hi,

      Are these additional post install steps only required because this is our development Salesforce environment or will these also need to be completed on our production environment?

      Thanks

      Comment


      • #4
        These also need to be completed on your production environment.
        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
          I performed both of the post installation steps on our dev Salesforce environment. However the second step when establishing a connection to Salesfroce, I switched back to prod after testing. Will it need to be on dev to complete the process and will switching it off of prod cause any issues?

          The Site name is: mis-stfx.cs13.force.com

          Thanks,
          Brandon Martell

          Comment


          • #6
            Good day @bmartell

            No issues. You may switch to the Production mode anytime. However, it seems that the access to your Sandbox instance has expired. If you extend the access, we will complete the post-installation steps.
            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


            • #7
              I have granted access to our development environment, our 3rd party integrations in the click and pledge setup is currently set to production instead of dev.

              Thanks,
              Brandon Martell

              Comment


              • #8
                We have completed the post-installation steps in your Sandbox instance. However, if you share the Production OrgID we will review and complete the post-installation steps.
                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


                • #9
                  Hi,

                  We are now ready to have our production environment upgraded.

                  I have also completed the post install steps and setup a domain name.

                  Access has been granted to our production environment
                  organization ID is 00Do0000000YJH1

                  Our site name is stfx.force.com

                  Thanks

                  Comment


                  • #10
                    Good day @bmartell

                    We have upgraded your production instance as requested.

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

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

                    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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